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.
6.94%
Revenue growth at 75-90% of GTLB's 7.92%. Bill Ackman would push for innovation or market expansion to catch up.
6.95%
Gross profit growth similar to GTLB's 7.18%. Walter Schloss would assume both firms track common industry trends.
11.82%
EBIT growth 50-75% of GTLB's 21.62%. Martin Whitman would suspect suboptimal resource allocation.
11.82%
Operating income growth at 50-75% of GTLB's 23.56%. Martin Whitman would doubt the firm’s ability to compete efficiently.
11.87%
Net income growth under 50% of GTLB's 123.70%. Michael Burry would suspect the firm is falling well behind a key competitor.
10.40%
EPS growth under 50% of GTLB's 123.17%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
10.40%
Diluted EPS growth under 50% of GTLB's 122.86%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.96%
Share count expansion well above GTLB's 0.96%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.96%
Diluted share reduction more than 1.5x GTLB's 5.18%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
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-23.46%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-29.47%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
32.12%
10Y revenue/share CAGR under 50% of GTLB's 340.89%. Michael Burry would suspect a lasting competitive disadvantage.
32.12%
5Y revenue/share CAGR under 50% of GTLB's 340.89%. Michael Burry would suspect a significant competitive gap or product weakness.
32.12%
3Y revenue/share CAGR under 50% of GTLB's 181.34%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
117.97%
10Y OCF/share CAGR at 75-90% of GTLB's 137.27%. Bill Ackman would demand strategic changes to close the gap in long-term cash generation.
117.97%
5Y OCF/share CAGR at 75-90% of GTLB's 137.27%. Bill Ackman would push for operational improvements to match competitor’s mid-term gains.
117.97%
3Y OCF/share CAGR at 50-75% of GTLB's 161.19%. Martin Whitman would suspect weaker recent execution or product competitiveness.
29.68%
Below 50% of GTLB's 214.41%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
29.68%
Below 50% of GTLB's 214.41%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
29.68%
Below 50% of GTLB's 128.86%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
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20.17%
AR growth well above GTLB's 22.05%. Michael Burry fears inflated revenue or higher default risk in the near future.
26.59%
Inventory growth of 26.59% while GTLB is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
4.38%
Similar asset growth to GTLB's 4.13%. Walter Schloss finds parallel expansions or investment rates.
3.42%
Under 50% of GTLB's 10.92%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-6.33%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
4.80%
R&D dropping or stable vs. GTLB's 13.18%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
1.67%
We expand SG&A while GTLB cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.