PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
Samsara Inc. (IOT)
33.600.80 (-2.33%)
33.44 - 34.57
31.40 - 61.90
7.61M / 5.87M (Avg.)
-152.73 | -0.22
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
10.60%
Revenue growth 1.25-1.5x BRZE's 8.12%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
12.15%
Gross profit growth 1.25-1.5x BRZE's 8.87%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
3.51%
Positive EBIT growth while BRZE is negative. John Neff might see a substantial edge in operational management.
3.51%
Positive operating income growth while BRZE is negative. John Neff might view this as a competitive edge in operations.
8.91%
Positive net income growth while BRZE is negative. John Neff might see a big relative performance advantage.
15.38%
EPS growth of 15.38% while BRZE is zero. Bruce Berkowitz would see if minimal gains can accelerate over time.
15.38%
Positive diluted EPS growth while BRZE is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.94%
Share count expansion well above BRZE's 0.39%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.94%
Diluted share change of 0.94% while BRZE is zero. Bruce Berkowitz might see a minor difference that could widen over time.
No Data
No Data available this quarter, please select a different quarter.
65.15%
Positive OCF growth while BRZE is negative. John Neff would see this as a clear operational advantage vs. the competitor.
46.36%
Positive FCF growth while BRZE is negative. John Neff would see a strong competitive edge in net cash generation.
-28.72%
Negative 10Y revenue/share CAGR while BRZE stands at 126.21%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.
-28.72%
Negative 5Y CAGR while BRZE stands at 126.21%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
-28.72%
Negative 3Y CAGR while BRZE stands at 126.21%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
85.08%
Positive long-term OCF/share growth while BRZE is negative. John Neff would see a structural advantage in sustained cash generation.
85.08%
Positive OCF/share growth while BRZE is negative. John Neff might see a comparative advantage in operational cash viability.
85.08%
Positive 3Y OCF/share CAGR while BRZE is negative. John Neff might see a big short-term edge in operational efficiency.
13.77%
Positive 10Y CAGR while BRZE is negative. John Neff might see a substantial advantage in bottom-line trajectory.
13.77%
Positive 5Y CAGR while BRZE is negative. John Neff might view this as a strong mid-term relative advantage.
13.77%
Positive short-term CAGR while BRZE is negative. John Neff would see a clear advantage in near-term profit trajectory.
171.36%
Equity/share CAGR of 171.36% while BRZE is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
171.36%
Equity/share CAGR of 171.36% while BRZE is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
171.36%
Equity/share CAGR of 171.36% while BRZE is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
17.31%
AR growth well above BRZE's 21.52%. Michael Burry fears inflated revenue or higher default risk in the near future.
13.94%
We show growth while BRZE is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
1.37%
Positive asset growth while BRZE is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
-2.32%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
-83.76%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
19.41%
R&D growth drastically higher vs. BRZE's 9.63%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
2.14%
SG&A declining or stable vs. BRZE's 6.69%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.