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.
9.88%
Revenue growth 1.25-1.5x MDB's 8.30%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
10.20%
Gross profit growth at 75-90% of MDB's 13.41%. Bill Ackman would demand operational improvements to match competitor gains.
5.49%
EBIT growth below 50% of MDB's 23.60%. Michael Burry would suspect deeper competitive or cost structure issues.
5.49%
Operating income growth under 50% of MDB's 12.03%. Michael Burry would be concerned about deeper cost or sales issues.
8.47%
Net income growth under 50% of MDB's 24.10%. Michael Burry would suspect the firm is falling well behind a key competitor.
9.09%
EPS growth under 50% of MDB's 24.39%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
9.09%
Diluted EPS growth under 50% of MDB's 24.39%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.96%
Share count expansion well above MDB's 0.88%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.96%
Diluted share count expanding well above MDB's 0.88%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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66.07%
OCF growth under 50% of MDB's 550.40%. Michael Burry might suspect questionable revenue recognition or rising costs.
55.27%
FCF growth under 50% of MDB's 453.12%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
9.68%
10Y revenue/share CAGR under 50% of MDB's 599.58%. Michael Burry would suspect a lasting competitive disadvantage.
9.68%
5Y revenue/share CAGR under 50% of MDB's 480.22%. Michael Burry would suspect a significant competitive gap or product weakness.
9.68%
3Y revenue/share CAGR under 50% of MDB's 139.57%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
94.18%
10Y OCF/share CAGR under 50% of MDB's 248.67%. Michael Burry would worry about a persistent underperformance in cash creation.
94.18%
Below 50% of MDB's 342.64%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
94.18%
3Y OCF/share CAGR under 50% of MDB's 345.87%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
33.88%
Positive 10Y CAGR while MDB is negative. John Neff might see a substantial advantage in bottom-line trajectory.
33.88%
Positive 5Y CAGR while MDB is negative. John Neff might view this as a strong mid-term relative advantage.
33.88%
3Y net income/share CAGR above 1.5x MDB's 15.69%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
178.58%
10Y equity/share CAGR at 50-75% of MDB's 249.60%. Martin Whitman would note a lag in capital accumulation vs. the competitor.
178.58%
5Y equity/share CAGR is in line with MDB's 176.43%. Walter Schloss would see parallel mid-term profitability and retention policies.
178.58%
Below 50% of MDB's 630.99%. Michael Burry suspects a serious short-term disadvantage in building book value.
No Data
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35.32%
AR growth well above MDB's 23.32%. Michael Burry fears inflated revenue or higher default risk in the near future.
-8.83%
Inventory is declining while MDB stands at 0.00%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
4.32%
Asset growth at 75-90% of MDB's 4.93%. Bill Ackman suggests reviewing opportunities to match or surpass the competitor's asset expansion if profitable.
-1.13%
We have a declining book value while MDB shows 7.12%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
466.43%
We have some new debt while MDB reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
9.27%
R&D growth drastically higher vs. MDB's 4.23%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
3.22%
SG&A declining or stable vs. MDB's 8.18%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.