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.
9.51%
Revenue growth above 1.5x BRZE's 3.15%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
8.67%
Gross profit growth 1.25-1.5x BRZE's 5.89%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
-26.39%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-26.39%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-26.60%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-30.00%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-30.00%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
0.94%
Share count expansion well above BRZE's 1.46%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.94%
Diluted share count expanding well above BRZE's 1.46%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
No Data available this quarter, please select a different quarter.
339.06%
OCF growth under 50% of BRZE's 187808.33%. Michael Burry might suspect questionable revenue recognition or rising costs.
176.67%
FCF growth under 50% of BRZE's 1226.80%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
2.99%
Positive 10Y revenue/share CAGR while BRZE is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
2.99%
Positive 5Y CAGR while BRZE is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
2.99%
Positive 3Y CAGR while BRZE is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
112.47%
10Y OCF/share CAGR under 50% of BRZE's 3703.79%. Michael Burry would worry about a persistent underperformance in cash creation.
112.47%
Below 50% of BRZE's 3703.79%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
112.47%
3Y OCF/share CAGR under 50% of BRZE's 3703.79%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
21.93%
Positive 10Y CAGR while BRZE is negative. John Neff might see a substantial advantage in bottom-line trajectory.
21.93%
Positive 5Y CAGR while BRZE is negative. John Neff might view this as a strong mid-term relative advantage.
21.93%
Positive short-term CAGR while BRZE is negative. John Neff would see a clear advantage in near-term profit trajectory.
-1.99%
Both are negative. Martin Whitman suspects the segment is in decline or saddled with persistent unprofitability or write-downs.
-1.99%
Both show negative equity/share growth mid-term. Martin Whitman suspects cyclical or structural challenges for each company.
-1.99%
Both show negative short-term equity/share CAGR. Martin Whitman suspects an industry slump or unprofitable expansions for both players.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-16.52%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
-20.13%
Inventory is declining while BRZE stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
-1.14%
Negative asset growth while BRZE invests at 2.25%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
-2.56%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
-14.27%
We’re deleveraging while BRZE stands at 2.26%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
10.55%
R&D growth drastically higher vs. BRZE's 11.18%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
15.51%
SG&A growth well above BRZE's 8.30%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.