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.
7.25%
Revenue growth at 50-75% of MDB's 10.72%. Martin Whitman would worry about competitiveness or product relevance.
8.43%
Gross profit growth at 50-75% of MDB's 12.63%. Martin Whitman would question if cost structure or brand is lagging.
18.60%
EBIT growth below 50% of MDB's 90.01%. Michael Burry would suspect deeper competitive or cost structure issues.
18.60%
Operating income growth under 50% of MDB's 60.98%. Michael Burry would be concerned about deeper cost or sales issues.
23.79%
Net income growth under 50% of MDB's 82.07%. Michael Burry would suspect the firm is falling well behind a key competitor.
312.05%
EPS growth above 1.5x MDB's 82.43%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
312.05%
Diluted EPS growth above 1.5x MDB's 82.43%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.92%
Share count expansion well above MDB's 0.65%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.92%
Diluted share count expanding well above MDB's 0.65%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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98.78%
OCF growth under 50% of MDB's 2777.97%. Michael Burry might suspect questionable revenue recognition or rising costs.
138.00%
FCF growth under 50% of MDB's 1547.82%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
24.90%
10Y revenue/share CAGR under 50% of MDB's 995.56%. Michael Burry would suspect a lasting competitive disadvantage.
24.90%
5Y revenue/share CAGR under 50% of MDB's 268.64%. Michael Burry would suspect a significant competitive gap or product weakness.
24.90%
3Y revenue/share CAGR under 50% of MDB's 109.25%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
138.54%
10Y OCF/share CAGR under 50% of MDB's 459.20%. Michael Burry would worry about a persistent underperformance in cash creation.
138.54%
Below 50% of MDB's 347.18%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
138.54%
3Y OCF/share CAGR under 50% of MDB's 679.91%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
48.55%
Net income/share CAGR at 50-75% of MDB's 72.76%. Martin Whitman might question if the firm’s product or cost base lags behind.
48.55%
5Y net income/share CAGR at 50-75% of MDB's 82.42%. Martin Whitman might see a shortfall in operational efficiency or brand power.
48.55%
3Y net income/share CAGR 50-75% of MDB's 89.21%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
170.11%
Equity/share CAGR of 170.11% while MDB is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
170.11%
Below 50% of MDB's 423.07%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
170.11%
3Y equity/share CAGR above 1.5x MDB's 103.21%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.
No Data
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-0.04%
Firm’s AR is declining while MDB shows 7.54%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
1.92%
Inventory growth of 1.92% while MDB is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
2.07%
Asset growth at 50-75% of MDB's 2.99%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
2.63%
Under 50% of MDB's 9.48%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-1.99%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
0.67%
R&D dropping or stable vs. MDB's 1.64%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
2.00%
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.