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.
9.88%
Positive revenue growth while EXFY is negative. John Neff might see a notable competitive edge here.
10.20%
Positive gross profit growth while EXFY is negative. John Neff would see a clear operational edge over the competitor.
5.49%
EBIT growth below 50% of EXFY's 59.82%. Michael Burry would suspect deeper competitive or cost structure issues.
5.49%
Operating income growth under 50% of EXFY's 59.82%. Michael Burry would be concerned about deeper cost or sales issues.
8.47%
Net income growth under 50% of EXFY's 55.96%. Michael Burry would suspect the firm is falling well behind a key competitor.
9.09%
EPS growth under 50% of EXFY's 57.38%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
9.09%
Diluted EPS growth under 50% of EXFY's 57.38%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.96%
Share count expansion well above EXFY's 1.50%. 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 EXFY's 1.50%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
No Data available this quarter, please select a different quarter.
66.07%
OCF growth at 50-75% of EXFY's 98.69%. Martin Whitman would question if the firm lags in monetizing sales effectively.
55.27%
FCF growth 75-90% of EXFY's 65.92%. Bill Ackman might push for improved capital allocation or operational changes to match the competitor.
9.68%
Positive 10Y revenue/share CAGR while EXFY is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
9.68%
Positive 5Y CAGR while EXFY is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
9.68%
Positive 3Y CAGR while EXFY is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
94.18%
Positive long-term OCF/share growth while EXFY is negative. John Neff would see a structural advantage in sustained cash generation.
94.18%
Positive OCF/share growth while EXFY is negative. John Neff might see a comparative advantage in operational cash viability.
94.18%
Positive 3Y OCF/share CAGR while EXFY is negative. John Neff might see a big short-term edge in operational efficiency.
33.88%
Positive 10Y CAGR while EXFY is negative. John Neff might see a substantial advantage in bottom-line trajectory.
33.88%
Positive 5Y CAGR while EXFY is negative. John Neff might view this as a strong mid-term relative advantage.
33.88%
Positive short-term CAGR while EXFY is negative. John Neff would see a clear advantage in near-term profit trajectory.
178.58%
10Y equity/share CAGR at 75-90% of EXFY's 221.39%. Bill Ackman would push for either higher ROE or more earnings retention to catch the competitor.
178.58%
5Y equity/share CAGR at 75-90% of EXFY's 221.39%. Bill Ackman might push for an improved ROE or share repurchase strategy to keep up.
178.58%
3Y equity/share CAGR at 75-90% of EXFY's 221.39%. Bill Ackman pushes for margin or operational changes to match the competitor’s pace.
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.
35.32%
AR growth well above EXFY's 15.98%. Michael Burry fears inflated revenue or higher default risk in the near future.
-8.83%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
4.32%
Positive asset growth while EXFY is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
-1.13%
We have a declining book value while EXFY shows 4.42%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
466.43%
We have some new debt while EXFY reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
9.27%
We increase R&D while EXFY cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
3.22%
We expand SG&A while EXFY cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.