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 1.25-1.5x MDB's 6.11%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
6.95%
Gross profit growth similar to MDB's 7.59%. Walter Schloss would assume both firms track common industry trends.
11.82%
EBIT growth below 50% of MDB's 36.48%. Michael Burry would suspect deeper competitive or cost structure issues.
11.82%
Operating income growth under 50% of MDB's 27.24%. Michael Burry would be concerned about deeper cost or sales issues.
11.87%
Net income growth under 50% of MDB's 32.34%. Michael Burry would suspect the firm is falling well behind a key competitor.
10.40%
EPS growth under 50% of MDB's 32.73%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
10.40%
Diluted EPS growth under 50% of MDB's 32.73%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.96%
Share count expansion well above MDB's 0.76%. 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 MDB's 0.76%. Michael Burry would fear significant dilution to existing owners' stakes.
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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 MDB's 223.90%. Michael Burry would suspect a lasting competitive disadvantage.
32.12%
5Y revenue/share CAGR under 50% of MDB's 264.07%. Michael Burry would suspect a significant competitive gap or product weakness.
32.12%
3Y revenue/share CAGR under 50% of MDB's 107.47%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
117.97%
10Y OCF/share CAGR 1.25-1.5x MDB's 98.15%. Bruce Berkowitz would confirm if the firm's long-term capital allocation yields better cash returns.
117.97%
5Y OCF/share CAGR 1.25-1.5x MDB's 91.60%. Bruce Berkowitz would see if capital spending or working-capital efficiencies explain the difference.
117.97%
3Y OCF/share CAGR 1.25-1.5x MDB's 93.90%. Bruce Berkowitz might see if strategic cost controls or product mix drove recent gains.
29.68%
Below 50% of MDB's 63.32%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
29.68%
Positive 5Y CAGR while MDB is negative. John Neff might view this as a strong mid-term relative advantage.
29.68%
3Y net income/share CAGR 75-90% of MDB's 39.03%. Bill Ackman might push for an operational plan to match or beat the competitor’s short-term growth.
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20.17%
AR growth well above MDB's 16.97%. Michael Burry fears inflated revenue or higher default risk in the near future.
26.59%
Inventory growth of 26.59% while MDB is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
4.38%
Asset growth 1.25-1.5x MDB's 3.19%. Bruce Berkowitz sees if the firm's investments effectively outpace the competitor in future returns.
3.42%
50-75% of MDB's 6.58%. Martin Whitman suspects weaker earnings or capital allocation vs. the competitor.
-6.33%
We’re deleveraging while MDB stands at 0.08%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
4.80%
R&D growth drastically higher vs. MDB's 3.85%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
1.67%
We expand SG&A while MDB cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.