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.
7.25%
Revenue growth above 1.5x CFLT's 4.12%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
8.43%
Gross profit growth above 1.5x CFLT's 3.03%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
18.60%
EBIT growth above 1.5x CFLT's 4.68%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
18.60%
Operating income growth above 1.5x CFLT's 4.68%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
23.79%
Positive net income growth while CFLT is negative. John Neff might see a big relative performance advantage.
312.05%
Positive EPS growth while CFLT is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
312.05%
Positive diluted EPS growth while CFLT is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.92%
Share count expansion well above CFLT's 1.62%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.92%
Diluted share count expanding well above CFLT's 1.62%. Michael Burry would fear significant dilution to existing owners' stakes.
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98.78%
OCF growth at 50-75% of CFLT's 167.71%. Martin Whitman would question if the firm lags in monetizing sales effectively.
138.00%
FCF growth 75-90% of CFLT's 161.02%. Bill Ackman might push for improved capital allocation or operational changes to match the competitor.
24.90%
10Y revenue/share CAGR under 50% of CFLT's 244.52%. Michael Burry would suspect a lasting competitive disadvantage.
24.90%
5Y revenue/share CAGR under 50% of CFLT's 244.52%. Michael Burry would suspect a significant competitive gap or product weakness.
24.90%
3Y revenue/share CAGR under 50% of CFLT's 65.14%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
138.54%
10Y OCF/share CAGR at 75-90% of CFLT's 155.49%. Bill Ackman would demand strategic changes to close the gap in long-term cash generation.
138.54%
5Y OCF/share CAGR at 75-90% of CFLT's 155.49%. Bill Ackman would push for operational improvements to match competitor’s mid-term gains.
138.54%
3Y OCF/share CAGR similar to CFLT's 144.14%. Walter Schloss might see both benefiting from a rising tide or parallel expansions.
48.55%
Positive 10Y CAGR while CFLT is negative. John Neff might see a substantial advantage in bottom-line trajectory.
48.55%
Positive 5Y CAGR while CFLT is negative. John Neff might view this as a strong mid-term relative advantage.
48.55%
3Y net income/share CAGR 1.25-1.5x CFLT's 43.18%. Bruce Berkowitz might see new markets, M&A, or better cost discipline driving the difference.
170.11%
Equity/share CAGR of 170.11% while CFLT is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
170.11%
Equity/share CAGR of 170.11% while CFLT is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
170.11%
3Y equity/share CAGR above 1.5x CFLT's 8.89%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.
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-0.04%
Firm’s AR is declining while CFLT shows 20.06%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
1.92%
Inventory growth of 1.92% while CFLT is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
2.07%
Asset growth well under 50% of CFLT's 4.40%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
2.63%
1.25-1.5x CFLT's 2.08%. Bruce Berkowitz sees if the firm's capital management strategies surpass the competitor's approach.
-1.99%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
0.67%
R&D dropping or stable vs. CFLT's 3.78%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
2.00%
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.