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.
13.43%
Revenue growth above 1.5x MDB's 7.11%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
18.36%
Gross profit growth above 1.5x MDB's 8.67%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
72.53%
EBIT growth above 1.5x MDB's 8.31%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
72.53%
Operating income growth above 1.5x MDB's 3.41%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
71.92%
Net income growth above 1.5x MDB's 8.47%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
84.62%
EPS growth above 1.5x MDB's 9.52%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
84.62%
Diluted EPS growth above 1.5x MDB's 9.52%. David Dodd would see if there's a robust moat protecting these shareholder gains.
82.78%
Share count expansion well above MDB's 1.10%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
82.78%
Diluted share count expanding well above MDB's 1.10%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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-0.99%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-3.02%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
-25.39%
Negative 10Y revenue/share CAGR while MDB stands at 127.30%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.
-25.39%
Negative 5Y CAGR while MDB stands at 424.50%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
-25.39%
Negative 3Y CAGR while MDB stands at 158.04%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
39.61%
10Y OCF/share CAGR under 50% of MDB's 119.35%. Michael Burry would worry about a persistent underperformance in cash creation.
39.61%
Below 50% of MDB's 158.77%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
39.61%
3Y OCF/share CAGR under 50% of MDB's 190.99%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
15.25%
Below 50% of MDB's 38.56%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
15.25%
Positive 5Y CAGR while MDB is negative. John Neff might view this as a strong mid-term relative advantage.
15.25%
Positive short-term CAGR while MDB is negative. John Neff would see a clear advantage in near-term profit trajectory.
6.09%
Equity/share CAGR of 6.09% while MDB is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
6.09%
Below 50% of MDB's 734.19%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
6.09%
Below 50% of MDB's 119.36%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
3.50%
Our AR growth while MDB is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
26.99%
We show growth while MDB is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
-1.46%
Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.
-46.76%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
-4.00%
We’re deleveraging while MDB stands at 0.25%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
-67.59%
Our R&D shrinks while MDB invests at 7.78%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-38.21%
We cut SG&A while MDB invests at 3.84%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.