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.
16.31%
Revenue growth above 1.5x TOST's 2.53%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
17.79%
Gross profit growth above 1.5x TOST's 3.42%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
0.79%
Positive EBIT growth while TOST is negative. John Neff might see a substantial edge in operational management.
0.79%
Positive operating income growth while TOST is negative. John Neff might view this as a competitive edge in operations.
-149.00%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-147.93%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-147.93%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
1.08%
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.
1.08%
Diluted share count expanding well above TOST's 1.69%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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-452.24%
Negative OCF growth while TOST is at 34.86%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-615.27%
Negative FCF growth while TOST is at 38.14%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
55.91%
10Y revenue/share CAGR under 50% of TOST's 347.14%. Michael Burry would suspect a lasting competitive disadvantage.
55.91%
5Y revenue/share CAGR under 50% of TOST's 347.14%. Michael Burry would suspect a significant competitive gap or product weakness.
55.91%
3Y revenue/share CAGR under 50% of TOST's 129.99%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
46.47%
10Y OCF/share CAGR under 50% of TOST's 413.51%. Michael Burry would worry about a persistent underperformance in cash creation.
46.47%
Below 50% of TOST's 413.51%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
46.47%
3Y OCF/share CAGR under 50% of TOST's 504.29%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
-34.27%
Negative 10Y net income/share CAGR while TOST is at 142.49%. Joel Greenblatt sees a major red flag in long-term profit erosion.
-34.27%
Negative 5Y net income/share CAGR while TOST is 142.49%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
-34.27%
Negative 3Y CAGR while TOST is 1308.15%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.
173.60%
Below 50% of TOST's 365.88%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
173.60%
Below 50% of TOST's 365.88%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
173.60%
3Y equity/share CAGR above 1.5x TOST's 24.63%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.
No Data
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No Data
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No Data
No Data available this quarter, please select a different quarter.
40.48%
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.
-17.95%
Inventory is declining while TOST stands at 11.32%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
2.87%
Asset growth well under 50% of TOST's 8.13%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
-4.79%
We have a declining book value while TOST shows 7.66%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
-4.22%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
20.73%
R&D growth drastically higher vs. TOST's 4.49%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
13.94%
SG&A growth well above TOST's 4.52%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.