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.
13.43%
Revenue growth above 1.5x TOST's 6.50%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
18.36%
Gross profit growth above 1.5x TOST's 10.13%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
72.53%
EBIT growth above 1.5x TOST's 7.07%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
72.53%
Operating income growth above 1.5x TOST's 7.07%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
71.92%
Net income growth above 1.5x TOST's 37.37%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
84.62%
EPS growth above 1.5x TOST's 36.84%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
84.62%
Diluted EPS growth above 1.5x TOST's 36.84%. David Dodd would see if there's a robust moat protecting these shareholder gains.
82.78%
Share count expansion well above TOST's 1.07%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
82.78%
Diluted share count expanding well above TOST's 1.07%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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-0.99%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-3.02%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
-25.39%
Negative 10Y revenue/share CAGR while TOST stands at 80.53%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.
-25.39%
Negative 5Y CAGR while TOST stands at 80.53%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
-25.39%
Negative 3Y CAGR while TOST stands at 80.53%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
39.61%
10Y OCF/share CAGR at 50-75% of TOST's 57.38%. Martin Whitman might fear a structural deficiency in operational efficiency.
39.61%
5Y OCF/share CAGR at 50-75% of TOST's 57.38%. Martin Whitman would question if the firm lags in monetizing revenue effectively.
39.61%
3Y OCF/share CAGR at 50-75% of TOST's 57.38%. Martin Whitman would suspect weaker recent execution or product competitiveness.
15.25%
Below 50% of TOST's 62.27%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
15.25%
Below 50% of TOST's 62.27%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
15.25%
Below 50% of TOST's 62.27%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
6.09%
Below 50% of TOST's 258.32%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
6.09%
Below 50% of TOST's 258.32%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
6.09%
Below 50% of TOST's 258.32%. 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.
3.50%
AR growth is negative/stable vs. TOST's 25.97%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
26.99%
Inventory growth well above TOST's 1.82%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
-1.46%
Negative asset growth while TOST invests at 1.93%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
-46.76%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
-4.00%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-67.59%
Our R&D shrinks while TOST invests at 7.59%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-38.21%
We cut SG&A while TOST invests at 1.69%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.