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.
9.88%
Revenue growth above 1.5x BRZE's 5.96%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
10.20%
Gross profit growth above 1.5x BRZE's 1.97%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
5.49%
EBIT growth above 1.5x BRZE's 0.93%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
5.49%
Operating income growth above 1.5x BRZE's 0.93%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
8.47%
Net income growth above 1.5x BRZE's 0.25%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
9.09%
EPS growth of 9.09% while BRZE is zero. Bruce Berkowitz would see if minimal gains can accelerate over time.
9.09%
Diluted EPS growth of 9.09% while BRZE is zero. Bruce Berkowitz would see if minimal gains can be scaled further for a bigger lead.
0.96%
Share count expansion well above BRZE's 0.53%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.96%
Diluted share count expanding well above BRZE's 0.53%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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66.07%
OCF growth at 50-75% of BRZE's 100.05%. Martin Whitman would question if the firm lags in monetizing sales effectively.
55.27%
FCF growth 50-75% of BRZE's 93.15%. Martin Whitman would see if structural disadvantages exist in generating free cash.
9.68%
10Y revenue/share CAGR under 50% of BRZE's 118.45%. Michael Burry would suspect a lasting competitive disadvantage.
9.68%
5Y revenue/share CAGR under 50% of BRZE's 118.45%. Michael Burry would suspect a significant competitive gap or product weakness.
9.68%
3Y revenue/share CAGR under 50% of BRZE's 118.45%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
94.18%
Positive long-term OCF/share growth while BRZE is negative. John Neff would see a structural advantage in sustained cash generation.
94.18%
Positive OCF/share growth while BRZE is negative. John Neff might see a comparative advantage in operational cash viability.
94.18%
Positive 3Y OCF/share CAGR while BRZE is negative. John Neff might see a big short-term edge in operational efficiency.
33.88%
Positive 10Y CAGR while BRZE is negative. John Neff might see a substantial advantage in bottom-line trajectory.
33.88%
Positive 5Y CAGR while BRZE is negative. John Neff might view this as a strong mid-term relative advantage.
33.88%
Positive short-term CAGR while BRZE is negative. John Neff would see a clear advantage in near-term profit trajectory.
178.58%
Below 50% of BRZE's 490.04%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
178.58%
Below 50% of BRZE's 490.04%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
178.58%
Below 50% of BRZE's 490.04%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
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No Data
No Data available this quarter, please select a different quarter.
35.32%
AR growth well above BRZE's 34.37%. Michael Burry fears inflated revenue or higher default risk in the near future.
-8.83%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
4.32%
Similar asset growth to BRZE's 4.13%. Walter Schloss finds parallel expansions or investment rates.
-1.13%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
466.43%
We have some new debt while BRZE reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
9.27%
R&D growth drastically higher vs. BRZE's 4.58%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
3.22%
We expand SG&A while BRZE cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.