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.
8.34%
Revenue growth at 75-90% of S's 9.87%. Bill Ackman would push for innovation or market expansion to catch up.
9.70%
Gross profit growth at 50-75% of S's 14.94%. Martin Whitman would question if cost structure or brand is lagging.
21.49%
EBIT growth 1.25-1.5x S's 18.82%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.
21.49%
Operating income growth 1.25-1.5x S's 18.82%. Bruce Berkowitz would see if strategic measures (e.g., cost cutting, product mix) are succeeding.
24.07%
Net income growth 1.25-1.5x S's 21.48%. Bruce Berkowitz would see if strategic cost cutting or product mix explains this difference.
23.00%
EPS growth similar to S's 22.58%. Walter Schloss would assume both have parallel share structures and profit trends.
23.00%
Similar diluted EPS growth to S's 22.58%. Walter Schloss might see standard sector or cyclical influences on both firms.
1.07%
Share count expansion well above S's 1.19%. 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 S's 1.19%. Michael Burry would fear significant dilution to existing owners' stakes.
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54.00%
Positive OCF growth while S is negative. John Neff would see this as a clear operational advantage vs. the competitor.
80.96%
Positive FCF growth while S is negative. John Neff would see a strong competitive edge in net cash generation.
-4.16%
Negative 10Y revenue/share CAGR while S stands at 0.00%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.
-4.16%
Negative 5Y CAGR while S stands at 0.00%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
-4.16%
Negative 3Y CAGR while S stands at 384.87%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
113.23%
Positive long-term OCF/share growth while S is negative. John Neff would see a structural advantage in sustained cash generation.
113.23%
Positive OCF/share growth while S is negative. John Neff might see a comparative advantage in operational cash viability.
113.23%
3Y OCF/share CAGR above 1.5x S's 9.26%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
35.56%
Positive 10Y CAGR while S is negative. John Neff might see a substantial advantage in bottom-line trajectory.
35.56%
Positive 5Y CAGR while S is negative. John Neff might view this as a strong mid-term relative advantage.
35.56%
Positive short-term CAGR while S is negative. John Neff would see a clear advantage in near-term profit trajectory.
169.40%
Positive growth while S is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.
169.40%
Positive 5Y equity/share CAGR while S is negative. John Neff might see a clear edge in retaining earnings or managing capital better.
169.40%
Equity/share CAGR of 169.40% while S is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
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-0.19%
Firm’s AR is declining while S shows 7.47%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
24.51%
Inventory growth well above S's 7.07%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
2.66%
Positive asset growth while S is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
0.48%
Positive BV/share change while S is negative. John Neff sees a clear edge over a competitor losing equity.
-1.91%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-4.92%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-0.63%
We cut SG&A while S invests at 1.90%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.