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 similar to S's 6.75%. Walter Schloss would see if both companies share industry tailwinds.
6.95%
Gross profit growth at 75-90% of S's 8.82%. Bill Ackman would demand operational improvements to match competitor gains.
11.82%
EBIT growth above 1.5x S's 1.51%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
11.82%
Operating income growth above 1.5x S's 1.51%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
11.87%
Net income growth above 1.5x S's 1.31%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
10.40%
EPS growth above 1.5x S's 4.35%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
10.40%
Diluted EPS growth above 1.5x S's 4.35%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.96%
Share count expansion well above S's 0.99%. 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 S's 0.99%. 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 S's 562.29%. Michael Burry would suspect a lasting competitive disadvantage.
32.12%
5Y revenue/share CAGR under 50% of S's 562.29%. Michael Burry would suspect a significant competitive gap or product weakness.
32.12%
3Y revenue/share CAGR under 50% of S's 67.64%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
117.97%
10Y OCF/share CAGR in line with S's 111.54%. Walter Schloss would see both as similarly efficient over the decade.
117.97%
5Y OCF/share CAGR is similar to S's 111.54%. Walter Schloss might see parallel cost profiles or expansions producing comparable cash flow.
117.97%
3Y OCF/share CAGR 1.25-1.5x S's 102.11%. Bruce Berkowitz might see if strategic cost controls or product mix drove recent gains.
29.68%
Positive 10Y CAGR while S is negative. John Neff might see a substantial advantage in bottom-line trajectory.
29.68%
Positive 5Y CAGR while S is negative. John Neff might view this as a strong mid-term relative advantage.
29.68%
Below 50% of S's 60.87%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
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20.17%
AR growth well above S's 15.98%. Michael Burry fears inflated revenue or higher default risk in the near future.
26.59%
Inventory growth of 26.59% while S is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
4.38%
Asset growth above 1.5x S's 1.62%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
3.42%
BV/share growth above 1.5x S's 0.13%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
-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 growth drastically higher vs. S's 9.06%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
1.67%
SG&A declining or stable vs. S's 3.48%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.