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.
10.60%
Revenue growth above 1.5x TOST's 5.52%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
12.15%
Gross profit growth 1.25-1.5x TOST's 8.65%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
3.51%
EBIT growth below 50% of TOST's 26.25%. Michael Burry would suspect deeper competitive or cost structure issues.
3.51%
Operating income growth under 50% of TOST's 26.25%. Michael Burry would be concerned about deeper cost or sales issues.
8.91%
Net income growth under 50% of TOST's 68.37%. Michael Burry would suspect the firm is falling well behind a key competitor.
15.38%
EPS growth under 50% of TOST's 69.53%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
15.38%
Diluted EPS growth under 50% of TOST's 69.53%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.94%
Share count expansion well above TOST's 1.13%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.94%
Diluted share count expanding well above TOST's 1.13%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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65.15%
Positive OCF growth while TOST is negative. John Neff would see this as a clear operational advantage vs. the competitor.
46.36%
Positive FCF growth while TOST is negative. John Neff would see a strong competitive edge in net cash generation.
-28.72%
Negative 10Y revenue/share CAGR while TOST stands at 275.59%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.
-28.72%
Negative 5Y CAGR while TOST stands at 275.59%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
-28.72%
Negative 3Y CAGR while TOST stands at 275.59%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
85.08%
10Y OCF/share CAGR under 50% of TOST's 261.95%. Michael Burry would worry about a persistent underperformance in cash creation.
85.08%
Below 50% of TOST's 261.95%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
85.08%
3Y OCF/share CAGR under 50% of TOST's 261.95%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
13.77%
Below 50% of TOST's 57.34%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
13.77%
Below 50% of TOST's 57.34%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
13.77%
Below 50% of TOST's 57.34%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
171.36%
Equity/share CAGR of 171.36% while TOST is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
171.36%
Equity/share CAGR of 171.36% while TOST is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
171.36%
Equity/share CAGR of 171.36% while TOST is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
No Data
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No Data
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17.31%
Our AR growth while TOST is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
13.94%
We show growth while TOST is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
1.37%
Asset growth at 50-75% of TOST's 2.17%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
-2.32%
We have a declining book value while TOST shows 5.30%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
-83.76%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
19.41%
We increase R&D while TOST cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
2.14%
SG&A growth well above TOST's 1.02%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.