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.
10.48%
Revenue growth similar to BRZE's 10.11%. Walter Schloss would see if both companies share industry tailwinds.
6.10%
Gross profit growth above 1.5x BRZE's 1.93%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
-679.76%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-679.76%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-679.04%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-600.00%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-600.00%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
12.45%
Share count expansion well above BRZE's 3.01%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
10.94%
Diluted share count expanding well above BRZE's 3.32%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
No Data available this quarter, please select a different quarter.
-17.07%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-28.39%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
38.90%
10Y revenue/share CAGR at 50-75% of BRZE's 59.28%. Martin Whitman would question if the firm’s offerings lag behind the competitor.
38.90%
5Y revenue/share CAGR at 50-75% of BRZE's 59.28%. Martin Whitman would worry about a lagging mid-term growth trajectory.
38.90%
3Y revenue/share CAGR at 50-75% of BRZE's 59.28%. Martin Whitman would question if the firm lags behind competitor innovations.
-20.85%
Both show negative 10Y OCF/share CAGR. Martin Whitman would question if the entire market or product set is shrinking or too capital-intensive.
-20.85%
Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.
-20.85%
Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.
-485.96%
Both face negative decade-long net income/share CAGR. Martin Whitman would suspect a shrinking or highly disrupted sector.
-485.96%
Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.
-485.96%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
255.68%
Below 50% of BRZE's 548.77%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
255.68%
Below 50% of BRZE's 548.77%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
255.68%
Below 50% of BRZE's 548.77%. 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.
37.98%
AR growth is negative/stable vs. BRZE's 79.05%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
48.23%
Inventory shrinking or stable vs. BRZE's 125.99%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.
86.77%
Asset growth well under 50% of BRZE's 261.93%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
239.76%
Under 50% of BRZE's 526.75%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-2.72%
We’re deleveraging while BRZE stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
325.97%
R&D growth drastically higher vs. BRZE's 79.81%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
155.50%
SG&A growth well above BRZE's 53.73%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.