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.
6.94%
Revenue growth similar to BRZE's 7.41%. Walter Schloss would see if both companies share industry tailwinds.
6.95%
Gross profit growth at 50-75% of BRZE's 12.28%. Martin Whitman would question if cost structure or brand is lagging.
11.82%
EBIT growth below 50% of BRZE's 30.26%. Michael Burry would suspect deeper competitive or cost structure issues.
11.82%
Operating income growth under 50% of BRZE's 30.26%. Michael Burry would be concerned about deeper cost or sales issues.
11.87%
Net income growth under 50% of BRZE's 35.47%. Michael Burry would suspect the firm is falling well behind a key competitor.
10.40%
EPS growth under 50% of BRZE's 34.29%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
10.40%
Diluted EPS growth under 50% of BRZE's 34.29%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.96%
Share count expansion well above BRZE's 0.66%. 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 0.66%. Michael Burry would fear significant dilution to existing owners' stakes.
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-23.46%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-29.47%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
32.12%
Positive 10Y revenue/share CAGR while BRZE is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
32.12%
Positive 5Y CAGR while BRZE is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
32.12%
3Y revenue/share CAGR under 50% of BRZE's 132.16%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
117.97%
10Y OCF/share CAGR under 50% of BRZE's 1862.61%. Michael Burry would worry about a persistent underperformance in cash creation.
117.97%
Below 50% of BRZE's 1862.61%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
117.97%
3Y OCF/share CAGR under 50% of BRZE's 324.24%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
29.68%
Net income/share CAGR at 75-90% of BRZE's 37.75%. Bill Ackman would press for strategic moves to boost long-term earnings.
29.68%
5Y net income/share CAGR at 75-90% of BRZE's 37.75%. Bill Ackman would advocate improvements to match competitor’s profit expansion.
29.68%
Positive short-term CAGR while BRZE is negative. John Neff would see a clear advantage in near-term profit trajectory.
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20.17%
Our AR growth while BRZE is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
26.59%
Inventory growth of 26.59% while BRZE is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
4.38%
Asset growth above 1.5x BRZE's 1.16%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
3.42%
Similar to BRZE's 3.32%. Walter Schloss finds parallel capital usage or profit distribution strategies.
-6.33%
We’re deleveraging while BRZE stands at 0.40%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
4.80%
We increase R&D while BRZE cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
1.67%
SG&A growth well above BRZE's 0.28%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.