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.
13.43%
Revenue growth 1.25-1.5x BRZE's 10.02%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
18.36%
Gross profit growth 1.25-1.5x BRZE's 12.99%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
72.53%
EBIT growth above 1.5x BRZE's 6.90%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
72.53%
Operating income growth above 1.5x BRZE's 6.90%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
71.92%
Net income growth above 1.5x BRZE's 8.56%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
84.62%
EPS growth above 1.5x BRZE's 8.51%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
84.62%
Diluted EPS growth above 1.5x BRZE's 8.70%. David Dodd would see if there's a robust moat protecting these shareholder gains.
82.78%
Share count expansion well above BRZE's 0.30%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
82.78%
Diluted share count expanding well above BRZE's 0.91%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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-0.99%
Negative OCF growth while BRZE is at 173.06%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-3.02%
Negative FCF growth while BRZE is at 160.32%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
-25.39%
Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.
-25.39%
Both face negative 5Y revenue/share CAGR. Martin Whitman would suspect macro headwinds or obsolete product offerings across the niche.
-25.39%
Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.
39.61%
10Y OCF/share CAGR under 50% of BRZE's 3059.45%. Michael Burry would worry about a persistent underperformance in cash creation.
39.61%
Below 50% of BRZE's 3059.45%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
39.61%
3Y OCF/share CAGR under 50% of BRZE's 3059.45%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
15.25%
Positive 10Y CAGR while BRZE is negative. John Neff might see a substantial advantage in bottom-line trajectory.
15.25%
Positive 5Y CAGR while BRZE is negative. John Neff might view this as a strong mid-term relative advantage.
15.25%
Positive short-term CAGR while BRZE is negative. John Neff would see a clear advantage in near-term profit trajectory.
6.09%
10Y equity/share CAGR above 1.5x BRZE's 1.25%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.
6.09%
5Y equity/share CAGR above 1.5x BRZE's 1.25%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.
6.09%
3Y equity/share CAGR above 1.5x BRZE's 1.25%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.
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No Data
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3.50%
Our AR growth while BRZE is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
26.99%
We show growth while BRZE is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
-1.46%
Negative asset growth while BRZE invests at 7.51%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
-46.76%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
-4.00%
We’re deleveraging while BRZE stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
-67.59%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-38.21%
We cut SG&A while BRZE invests at 6.54%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.