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.
5.95%
Revenue growth under 50% of TOST's 15.93%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
6.67%
Gross profit growth at 50-75% of TOST's 13.29%. Martin Whitman would question if cost structure or brand is lagging.
-93.99%
Negative EBIT growth while TOST is at 62.00%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-80.62%
Negative operating income growth while TOST is at 86.05%. Joel Greenblatt would press for urgent turnaround measures.
-97.47%
Negative net income growth while TOST stands at 42.86%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
-101.01%
Negative EPS growth while TOST is at 47.37%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.
-101.01%
Negative diluted EPS growth while TOST is at 47.90%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.
0.72%
Share count expansion well above TOST's 0.87%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.72%
Diluted share count expanding well above TOST's 0.33%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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-2.32%
Negative OCF growth while TOST is at 182.28%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-5.81%
Negative FCF growth while TOST is at 201.45%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
71.47%
10Y revenue/share CAGR under 50% of TOST's 748.84%. Michael Burry would suspect a lasting competitive disadvantage.
71.47%
5Y revenue/share CAGR under 50% of TOST's 748.84%. Michael Burry would suspect a significant competitive gap or product weakness.
129.82%
3Y revenue/share CAGR 1.25-1.5x TOST's 101.73%. Bruce Berkowitz might see better product or regional expansions than the competitor.
158.19%
10Y OCF/share CAGR under 50% of TOST's 462.54%. Michael Burry would worry about a persistent underperformance in cash creation.
158.19%
Below 50% of TOST's 462.54%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
196.37%
3Y OCF/share CAGR under 50% of TOST's 1032.89%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
76.40%
Below 50% of TOST's 218.41%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
76.40%
Below 50% of TOST's 218.41%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
72.16%
Below 50% of TOST's 880.89%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
11.07%
Equity/share CAGR of 11.07% while TOST is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
11.07%
Equity/share CAGR of 11.07% while TOST is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
4.69%
Below 50% of TOST's 38.88%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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No Data
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No Data
No Data available this quarter, please select a different quarter.
-7.50%
Firm’s AR is declining while TOST shows 2.54%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-2.65%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
2.44%
Asset growth well under 50% of TOST's 7.92%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
4.71%
50-75% of TOST's 7.73%. Martin Whitman suspects weaker earnings or capital allocation vs. the competitor.
2.27%
We have some new debt while TOST reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
13.60%
R&D growth drastically higher vs. TOST's 8.33%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
11.38%
SG&A growth well above TOST's 3.77%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.