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 CFLT's 4.40%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
17.79%
Gross profit growth above 1.5x CFLT's 3.84%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
0.79%
EBIT growth below 50% of CFLT's 8.61%. Michael Burry would suspect deeper competitive or cost structure issues.
0.79%
Positive operating income growth while CFLT 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 CFLT's 1.57%. 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 CFLT's 1.57%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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-452.24%
Negative OCF growth while CFLT is at 125.52%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-615.27%
Negative FCF growth while CFLT is at 211.90%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
55.91%
10Y revenue/share CAGR under 50% of CFLT's 152.89%. Michael Burry would suspect a lasting competitive disadvantage.
55.91%
5Y revenue/share CAGR under 50% of CFLT's 152.89%. Michael Burry would suspect a significant competitive gap or product weakness.
55.91%
3Y revenue/share CAGR at 50-75% of CFLT's 75.54%. Martin Whitman would question if the firm lags behind competitor innovations.
46.47%
10Y OCF/share CAGR under 50% of CFLT's 217.54%. Michael Burry would worry about a persistent underperformance in cash creation.
46.47%
Below 50% of CFLT's 217.54%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
46.47%
3Y OCF/share CAGR under 50% of CFLT's 218.85%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
-34.27%
Both face negative decade-long net income/share CAGR. Martin Whitman would suspect a shrinking or highly disrupted sector.
-34.27%
Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.
-34.27%
Negative 3Y CAGR while CFLT is 37.99%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.
173.60%
10Y equity/share CAGR at 50-75% of CFLT's 313.68%. Martin Whitman would note a lag in capital accumulation vs. the competitor.
173.60%
5Y equity/share CAGR at 50-75% of CFLT's 313.68%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.
173.60%
Positive short-term equity growth while CFLT is negative. John Neff sees a strong advantage in near-term net worth buildup.
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.
40.48%
AR growth well above CFLT's 12.79%. Michael Burry fears inflated revenue or higher default risk in the near future.
-17.95%
Inventory is declining while CFLT stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
2.87%
Asset growth at 75-90% of CFLT's 3.33%. Bill Ackman suggests reviewing opportunities to match or surpass the competitor's asset expansion if profitable.
-4.79%
We have a declining book value while CFLT shows 1.29%. 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. CFLT's 11.88%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
13.94%
SG&A growth well above CFLT's 4.01%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.