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.
7.31%
Revenue growth under 50% of TOST's 15.53%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
9.29%
Gross profit growth at 50-75% of TOST's 14.86%. Martin Whitman would question if cost structure or brand is lagging.
8.01%
EBIT growth below 50% of TOST's 116.07%. Michael Burry would suspect deeper competitive or cost structure issues.
8.01%
Operating income growth under 50% of TOST's 116.07%. Michael Burry would be concerned about deeper cost or sales issues.
11.62%
Net income growth under 50% of TOST's 116.87%. Michael Burry would suspect the firm is falling well behind a key competitor.
15.38%
EPS growth under 50% of TOST's 116.80%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
15.38%
Diluted EPS growth under 50% of TOST's 115.87%. Michael Burry would worry about an eroding competitive position or excessive dilution.
1.02%
Share count expansion well above TOST's 1.65%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
1.02%
Diluted share reduction more than 1.5x TOST's 7.31%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
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-26.15%
Negative OCF growth while TOST is at 720.00%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-40.72%
Negative FCF growth while TOST is at 427.27%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
0.52%
10Y revenue/share CAGR under 50% of TOST's 205.58%. Michael Burry would suspect a lasting competitive disadvantage.
0.52%
5Y revenue/share CAGR under 50% of TOST's 205.58%. Michael Burry would suspect a significant competitive gap or product weakness.
0.52%
3Y revenue/share CAGR under 50% of TOST's 161.83%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
107.97%
10Y OCF/share CAGR at 50-75% of TOST's 190.57%. Martin Whitman might fear a structural deficiency in operational efficiency.
107.97%
5Y OCF/share CAGR at 50-75% of TOST's 190.57%. Martin Whitman would question if the firm lags in monetizing revenue effectively.
107.97%
3Y OCF/share CAGR 1.25-1.5x TOST's 98.09%. Bruce Berkowitz might see if strategic cost controls or product mix drove recent gains.
11.45%
Below 50% of TOST's 109.31%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
11.45%
Below 50% of TOST's 109.31%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
11.45%
Below 50% of TOST's 109.31%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
No Data
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No Data
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No Data
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No Data
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12.54%
AR growth well above TOST's 8.92%. Michael Burry fears inflated revenue or higher default risk in the near future.
-32.82%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
2.76%
Asset growth at 50-75% of TOST's 5.02%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
0.47%
Under 50% of TOST's 4.92%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
0.49%
We have some new debt while TOST reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
5.97%
R&D growth drastically higher vs. TOST's 4.82%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
2.44%
SG&A declining or stable vs. TOST's 4.97%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.