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.
10.48%
Revenue growth similar to CFLT's 11.16%. Walter Schloss would see if both companies share industry tailwinds.
6.10%
Gross profit growth under 50% of CFLT's 16.40%. Michael Burry would be concerned about a severe competitive disadvantage.
-679.76%
Negative EBIT growth while CFLT is at 3.29%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-679.76%
Negative operating income growth while CFLT is at 3.29%. Joel Greenblatt would press for urgent turnaround measures.
-679.04%
Negative net income growth while CFLT stands at 8.76%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-600.00%
Negative EPS growth while CFLT is at 9.76%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-600.00%
Negative diluted EPS growth while CFLT is at 9.76%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
12.45%
Share count expansion well above CFLT's 1.58%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
10.94%
Diluted share count expanding well above CFLT's 1.58%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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-17.07%
Negative OCF growth while CFLT is at 35.15%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-28.39%
Negative FCF growth while CFLT is at 32.29%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
38.90%
10Y revenue/share CAGR under 50% of CFLT's 87.59%. Michael Burry would suspect a lasting competitive disadvantage.
38.90%
5Y revenue/share CAGR under 50% of CFLT's 87.59%. Michael Burry would suspect a significant competitive gap or product weakness.
38.90%
3Y revenue/share CAGR under 50% of CFLT's 87.59%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
-20.85%
Both show negative 10Y OCF/share CAGR. Martin Whitman would question if the entire market or product set is shrinking or too capital-intensive.
-20.85%
Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.
-20.85%
Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.
-485.96%
Both face negative decade-long net income/share CAGR. Martin Whitman would suspect a shrinking or highly disrupted sector.
-485.96%
Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.
-485.96%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
255.68%
10Y equity/share CAGR at 75-90% of CFLT's 296.52%. Bill Ackman would push for either higher ROE or more earnings retention to catch the competitor.
255.68%
5Y equity/share CAGR at 75-90% of CFLT's 296.52%. Bill Ackman might push for an improved ROE or share repurchase strategy to keep up.
255.68%
3Y equity/share CAGR at 75-90% of CFLT's 296.52%. Bill Ackman pushes for margin or operational changes to match the competitor’s pace.
No Data
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No Data
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37.98%
AR growth well above CFLT's 24.58%. Michael Burry fears inflated revenue or higher default risk in the near future.
48.23%
Inventory shrinking or stable vs. CFLT's 3588299900.00%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.
86.77%
Asset growth above 1.5x CFLT's 1.35%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
239.76%
Positive BV/share change while CFLT is negative. John Neff sees a clear edge over a competitor losing equity.
-2.72%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
325.97%
R&D growth drastically higher vs. CFLT's 2.44%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
155.50%
SG&A growth well above CFLT's 7.15%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.