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.
8.34%
Revenue growth above 1.5x MDB's 2.16%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
9.70%
Gross profit growth above 1.5x MDB's 2.33%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
21.49%
EBIT growth 75-90% of MDB's 24.52%. Bill Ackman would push for cost reforms or better product mix to narrow the gap.
21.49%
Operating income growth above 1.5x MDB's 7.73%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
24.07%
Net income growth comparable to MDB's 22.08%. Walter Schloss might see both following similar market or cost trajectories.
23.00%
EPS growth similar to MDB's 22.64%. Walter Schloss would assume both have parallel share structures and profit trends.
23.00%
Similar diluted EPS growth to MDB's 22.64%. Walter Schloss might see standard sector or cyclical influences on both firms.
1.07%
Share count expansion well above MDB's 0.97%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
1.07%
Diluted share count expanding well above MDB's 0.97%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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54.00%
OCF growth under 50% of MDB's 251.85%. Michael Burry might suspect questionable revenue recognition or rising costs.
80.96%
FCF growth under 50% of MDB's 240.12%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
-4.16%
Negative 10Y revenue/share CAGR while MDB stands at 826.79%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.
-4.16%
Negative 5Y CAGR while MDB stands at 390.65%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
-4.16%
Negative 3Y CAGR while MDB stands at 138.23%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
113.23%
10Y OCF/share CAGR under 50% of MDB's 481.32%. Michael Burry would worry about a persistent underperformance in cash creation.
113.23%
Below 50% of MDB's 471.94%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
113.23%
3Y OCF/share CAGR under 50% of MDB's 492.56%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
35.56%
Net income/share CAGR above 1.5x MDB's 15.55% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
35.56%
5Y net income/share CAGR 1.25-1.5x MDB's 31.11%. Bruce Berkowitz would check if a better product mix or cost discipline explains the gap.
35.56%
3Y net income/share CAGR 50-75% of MDB's 66.54%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
169.40%
Equity/share CAGR of 169.40% while MDB is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
169.40%
5Y equity/share CAGR at 50-75% of MDB's 261.26%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.
169.40%
Below 50% of MDB's 3581.42%. 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.
-0.19%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
24.51%
Inventory growth well above MDB's 3.66%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
2.66%
Asset growth above 1.5x MDB's 1.73%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
0.48%
Under 50% of MDB's 8.27%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-1.91%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-4.92%
Our R&D shrinks while MDB invests at 2.18%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-0.63%
We cut SG&A while MDB invests at 0.38%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.