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 / 5.95M (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.
1.61%
Revenue growth under 50% of BRZE's 3.44%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
2.34%
Gross profit growth at 50-75% of BRZE's 3.35%. Martin Whitman would question if cost structure or brand is lagging.
-21.46%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-21.46%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
50.35%
Positive net income growth while BRZE is negative. John Neff might see a big relative performance advantage.
52.38%
Positive EPS growth while BRZE is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
52.38%
Positive diluted EPS growth while BRZE is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.99%
Share reduction more than 1.5x BRZE's 2.26%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.99%
Diluted share reduction more than 1.5x BRZE's 2.26%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
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156.52%
OCF growth under 50% of BRZE's 407.59%. Michael Burry might suspect questionable revenue recognition or rising costs.
142.32%
FCF growth under 50% of BRZE's 423.28%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
35.77%
Positive 10Y revenue/share CAGR while BRZE is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
35.77%
Positive 5Y CAGR while BRZE is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
35.77%
3Y revenue/share CAGR under 50% of BRZE's 153.37%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
127.09%
10Y OCF/share CAGR under 50% of BRZE's 3063.32%. Michael Burry would worry about a persistent underperformance in cash creation.
127.09%
Below 50% of BRZE's 3063.32%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
127.09%
3Y OCF/share CAGR under 50% of BRZE's 556.22%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
37.87%
Net income/share CAGR above 1.5x BRZE's 2.91% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
37.87%
5Y net income/share CAGR above 1.5x BRZE's 2.91%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
37.87%
Positive short-term CAGR while BRZE is negative. John Neff would see a clear advantage in near-term profit trajectory.
-5.83%
Both are negative. Martin Whitman suspects the segment is in decline or saddled with persistent unprofitability or write-downs.
-5.83%
Both show negative equity/share growth mid-term. Martin Whitman suspects cyclical or structural challenges for each company.
-5.83%
Negative 3Y equity/share growth while BRZE is at 474.70%. Joel Greenblatt demands an urgent fix in capital structure or profitability vs. the competitor.
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.
-8.06%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
37.20%
Inventory growth of 37.20% while BRZE is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
0.84%
Asset growth 1.25-1.5x BRZE's 0.64%. Bruce Berkowitz sees if the firm's investments effectively outpace the competitor in future returns.
-0.04%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
-5.90%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-0.62%
Our R&D shrinks while BRZE invests at 10.47%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
9.02%
SG&A growth well above BRZE's 10.08%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.