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 at 50-75% of BRZE's 13.09%. Martin Whitman would worry about competitiveness or product relevance.
9.29%
Gross profit growth at 50-75% of BRZE's 15.25%. Martin Whitman would question if cost structure or brand is lagging.
8.01%
EBIT growth 50-75% of BRZE's 15.58%. Martin Whitman would suspect suboptimal resource allocation.
8.01%
Operating income growth at 50-75% of BRZE's 15.58%. Martin Whitman would doubt the firm’s ability to compete efficiently.
11.62%
Net income growth at 50-75% of BRZE's 18.37%. Martin Whitman would question fundamental disadvantages in expenses or demand.
15.38%
EPS growth at 75-90% of BRZE's 17.50%. Bill Ackman would push for improved profitability or share repurchases to catch up.
15.38%
Diluted EPS growth at 75-90% of BRZE's 17.50%. Bill Ackman would expect further improvements in net income or share count reduction.
1.02%
Share count expansion well above BRZE's 0.86%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
1.02%
Diluted share count expanding well above BRZE's 0.86%. Michael Burry would fear significant dilution to existing owners' stakes.
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-26.15%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-40.72%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
0.52%
Positive 10Y revenue/share CAGR while BRZE is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
0.52%
Positive 5Y CAGR while BRZE is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
0.52%
Positive 3Y CAGR while BRZE is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
107.97%
Positive long-term OCF/share growth while BRZE is negative. John Neff would see a structural advantage in sustained cash generation.
107.97%
Positive OCF/share growth while BRZE is negative. John Neff might see a comparative advantage in operational cash viability.
107.97%
Positive 3Y OCF/share CAGR while BRZE is negative. John Neff might see a big short-term edge in operational efficiency.
11.45%
Similar net income/share CAGR to BRZE's 10.45%. Walter Schloss would see parallel tailwinds or expansions for both firms.
11.45%
5Y net income/share CAGR similar to BRZE's 10.45%. Walter Schloss might see both on parallel mid-term trajectories.
11.45%
3Y net income/share CAGR similar to BRZE's 10.45%. Walter Schloss would attribute it to shared growth factors or demand patterns.
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12.54%
AR growth well above BRZE's 5.23%. Michael Burry fears inflated revenue or higher default risk in the near future.
-32.82%
Inventory is declining while BRZE stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
2.76%
Asset growth above 1.5x BRZE's 1.50%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
0.47%
BV/share growth above 1.5x BRZE's 0.26%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
0.49%
We have some new debt while BRZE reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
5.97%
We increase R&D while BRZE cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
2.44%
SG&A growth well above BRZE's 2.31%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.