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.
7.31%
Revenue growth at 75-90% of CFLT's 8.17%. Bill Ackman would push for innovation or market expansion to catch up.
9.29%
Gross profit growth similar to CFLT's 8.99%. Walter Schloss would assume both firms track common industry trends.
8.01%
EBIT growth above 1.5x CFLT's 2.85%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
8.01%
Operating income growth above 1.5x CFLT's 2.85%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
11.62%
Net income growth above 1.5x CFLT's 3.30%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
15.38%
EPS growth above 1.5x CFLT's 6.67%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
15.38%
Diluted EPS growth above 1.5x CFLT's 6.67%. David Dodd would see if there's a robust moat protecting these shareholder gains.
1.02%
Share count expansion well above CFLT's 1.66%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
1.02%
Diluted share count expanding well above CFLT's 1.66%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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-26.15%
Negative OCF growth while CFLT is at 133.10%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-40.72%
Negative FCF growth while CFLT is at 108.55%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
0.52%
10Y revenue/share CAGR under 50% of CFLT's 206.36%. Michael Burry would suspect a lasting competitive disadvantage.
0.52%
5Y revenue/share CAGR under 50% of CFLT's 206.36%. Michael Burry would suspect a significant competitive gap or product weakness.
0.52%
Positive 3Y CAGR while CFLT is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
107.97%
10Y OCF/share CAGR at 75-90% of CFLT's 128.11%. Bill Ackman would demand strategic changes to close the gap in long-term cash generation.
107.97%
5Y OCF/share CAGR at 75-90% of CFLT's 128.11%. Bill Ackman would push for operational improvements to match competitor’s mid-term gains.
107.97%
3Y OCF/share CAGR similar to CFLT's 107.39%. Walter Schloss might see both benefiting from a rising tide or parallel expansions.
11.45%
Positive 10Y CAGR while CFLT is negative. John Neff might see a substantial advantage in bottom-line trajectory.
11.45%
Positive 5Y CAGR while CFLT is negative. John Neff might view this as a strong mid-term relative advantage.
11.45%
Below 50% of CFLT's 62.13%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
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12.54%
AR growth is negative/stable vs. CFLT's 28.84%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
-32.82%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
2.76%
Asset growth at 75-90% of CFLT's 3.64%. Bill Ackman suggests reviewing opportunities to match or surpass the competitor's asset expansion if profitable.
0.47%
Under 50% of CFLT's 1.70%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
0.49%
Debt growth far above CFLT's 0.07%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
5.97%
R&D growth drastically higher vs. CFLT's 8.67%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
2.44%
SG&A growth well above CFLT's 1.42%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.