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.
8.34%
Revenue growth 1.25-1.5x EXFY's 6.37%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
9.70%
Positive gross profit growth while EXFY is negative. John Neff would see a clear operational edge over the competitor.
21.49%
EBIT growth 50-75% of EXFY's 31.51%. Martin Whitman would suspect suboptimal resource allocation.
21.49%
Operating income growth at 50-75% of EXFY's 31.51%. Martin Whitman would doubt the firm’s ability to compete efficiently.
24.07%
Net income growth 1.25-1.5x EXFY's 20.48%. Bruce Berkowitz would see if strategic cost cutting or product mix explains this difference.
23.00%
EPS growth under 50% of EXFY's 476.18%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
23.00%
Diluted EPS growth under 50% of EXFY's 476.18%. Michael Burry would worry about an eroding competitive position or excessive dilution.
1.07%
Share count expansion well above EXFY's 1.83%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
1.07%
Diluted share count expanding well above EXFY's 1.83%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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54.00%
Positive OCF growth while EXFY is negative. John Neff would see this as a clear operational advantage vs. the competitor.
80.96%
Positive FCF growth while EXFY is negative. John Neff would see a strong competitive edge in net cash generation.
-4.16%
Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.
-4.16%
Both face negative 5Y revenue/share CAGR. Martin Whitman would suspect macro headwinds or obsolete product offerings across the niche.
-4.16%
Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.
113.23%
Positive long-term OCF/share growth while EXFY is negative. John Neff would see a structural advantage in sustained cash generation.
113.23%
Positive OCF/share growth while EXFY is negative. John Neff might see a comparative advantage in operational cash viability.
113.23%
Positive 3Y OCF/share CAGR while EXFY is negative. John Neff might see a big short-term edge in operational efficiency.
35.56%
Below 50% of EXFY's 90.03%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
35.56%
Below 50% of EXFY's 90.03%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
35.56%
3Y net income/share CAGR 50-75% of EXFY's 68.22%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
169.40%
Equity/share CAGR of 169.40% while EXFY is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
169.40%
Equity/share CAGR of 169.40% while EXFY is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
169.40%
Below 50% of EXFY's 742.92%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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-0.19%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
24.51%
Inventory growth of 24.51% while EXFY is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
2.66%
Positive asset growth while EXFY is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
0.48%
Under 50% of EXFY's 3.32%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-1.91%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-4.92%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-0.63%
We cut SG&A while EXFY invests at 1.99%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.