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.
10.60%
Revenue growth above 1.5x CFLT's 5.76%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
12.15%
Gross profit growth 1.25-1.5x CFLT's 9.34%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
3.51%
EBIT growth below 50% of CFLT's 8.99%. Michael Burry would suspect deeper competitive or cost structure issues.
3.51%
Operating income growth under 50% of CFLT's 8.99%. Michael Burry would be concerned about deeper cost or sales issues.
8.91%
Net income growth at 75-90% of CFLT's 10.40%. Bill Ackman would press for improvements to catch or surpass competitor performance.
15.38%
EPS growth similar to CFLT's 14.29%. Walter Schloss would assume both have parallel share structures and profit trends.
15.38%
Similar diluted EPS growth to CFLT's 14.29%. Walter Schloss might see standard sector or cyclical influences on both firms.
0.94%
Share reduction more than 1.5x CFLT's 2.04%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.94%
Diluted share reduction more than 1.5x CFLT's 2.04%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
No Data available this quarter, please select a different quarter.
65.15%
Similar OCF growth to CFLT's 68.82%. Walter Schloss would assume comparable operations or industry factors.
46.36%
FCF growth 50-75% of CFLT's 62.83%. Martin Whitman would see if structural disadvantages exist in generating free cash.
-28.72%
Negative 10Y revenue/share CAGR while CFLT stands at 140.21%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.
-28.72%
Negative 5Y CAGR while CFLT stands at 140.21%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
-28.72%
Negative 3Y CAGR while CFLT stands at 140.21%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
85.08%
10Y OCF/share CAGR above 1.5x CFLT's 27.13%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
85.08%
5Y OCF/share CAGR above 1.5x CFLT's 27.13%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
85.08%
3Y OCF/share CAGR above 1.5x CFLT's 27.13%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
13.77%
Below 50% of CFLT's 50.50%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
13.77%
Below 50% of CFLT's 50.50%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
13.77%
Below 50% of CFLT's 50.50%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
171.36%
Equity/share CAGR of 171.36% while CFLT is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
171.36%
Equity/share CAGR of 171.36% while CFLT is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
171.36%
Equity/share CAGR of 171.36% while CFLT is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
17.31%
Our AR growth while CFLT is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
13.94%
Inventory growth well above CFLT's 5.09%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
1.37%
Similar asset growth to CFLT's 1.46%. Walter Schloss finds parallel expansions or investment rates.
-2.32%
We have a declining book value while CFLT shows 1.56%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
-83.76%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
19.41%
R&D growth drastically higher vs. CFLT's 6.49%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
2.14%
We expand SG&A while CFLT cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.