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.
7.25%
Revenue growth similar to GTLB's 7.37%. Walter Schloss would see if both companies share industry tailwinds.
8.43%
Gross profit growth similar to GTLB's 7.88%. Walter Schloss would assume both firms track common industry trends.
18.60%
EBIT growth 50-75% of GTLB's 28.59%. Martin Whitman would suspect suboptimal resource allocation.
18.60%
Operating income growth at 50-75% of GTLB's 29.93%. Martin Whitman would doubt the firm’s ability to compete efficiently.
23.79%
Net income growth under 50% of GTLB's 128.32%. Michael Burry would suspect the firm is falling well behind a key competitor.
312.05%
EPS growth above 1.5x GTLB's 121.95%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
312.05%
Diluted EPS growth above 1.5x GTLB's 125.00%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.92%
Share reduction more than 1.5x GTLB's 2.86%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.92%
Slight or no buyback while GTLB is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
No Data
No Data available this quarter, please select a different quarter.
98.78%
Positive OCF growth while GTLB is negative. John Neff would see this as a clear operational advantage vs. the competitor.
138.00%
Positive FCF growth while GTLB is negative. John Neff would see a strong competitive edge in net cash generation.
24.90%
10Y revenue/share CAGR under 50% of GTLB's 275.17%. Michael Burry would suspect a lasting competitive disadvantage.
24.90%
5Y revenue/share CAGR under 50% of GTLB's 275.17%. Michael Burry would suspect a significant competitive gap or product weakness.
24.90%
3Y revenue/share CAGR under 50% of GTLB's 158.28%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
138.54%
Positive long-term OCF/share growth while GTLB is negative. John Neff would see a structural advantage in sustained cash generation.
138.54%
Positive OCF/share growth while GTLB is negative. John Neff might see a comparative advantage in operational cash viability.
138.54%
Positive 3Y OCF/share CAGR while GTLB is negative. John Neff might see a big short-term edge in operational efficiency.
48.55%
Below 50% of GTLB's 183.36%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
48.55%
Below 50% of GTLB's 183.36%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
48.55%
Below 50% of GTLB's 163.11%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
170.11%
Equity/share CAGR of 170.11% while GTLB is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
170.11%
Equity/share CAGR of 170.11% while GTLB is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
170.11%
Positive short-term equity growth while GTLB is negative. John Neff sees a strong advantage in near-term net worth buildup.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-0.04%
Firm’s AR is declining while GTLB shows 19.73%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
1.92%
Inventory growth of 1.92% while GTLB is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
2.07%
Positive asset growth while GTLB is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
2.63%
Under 50% of GTLB's 8.83%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-1.99%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
0.67%
R&D growth drastically higher vs. GTLB's 0.13%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
2.00%
SG&A growth well above GTLB's 0.25%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.