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 similar to S's 9.34%. Walter Schloss would see if both companies share industry tailwinds.
10.20%
Gross profit growth at 50-75% of S's 16.16%. Martin Whitman would question if cost structure or brand is lagging.
5.49%
EBIT growth 1.25-1.5x S's 3.87%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.
5.49%
Operating income growth 1.25-1.5x S's 3.87%. Bruce Berkowitz would see if strategic measures (e.g., cost cutting, product mix) are succeeding.
8.47%
Net income growth above 1.5x S's 5.24%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
9.09%
EPS growth above 1.5x S's 5.71%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
9.09%
Diluted EPS growth above 1.5x S's 5.71%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.96%
Share count expansion well above S's 1.04%. 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 S's 1.04%. Michael Burry would fear significant dilution to existing owners' stakes.
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66.07%
Similar OCF growth to S's 63.06%. Walter Schloss would assume comparable operations or industry factors.
55.27%
FCF growth similar to S's 60.59%. Walter Schloss would attribute it to parallel capital spending and operational models.
9.68%
10Y revenue/share CAGR under 50% of S's 220.36%. Michael Burry would suspect a lasting competitive disadvantage.
9.68%
5Y revenue/share CAGR under 50% of S's 220.36%. Michael Burry would suspect a significant competitive gap or product weakness.
9.68%
3Y revenue/share CAGR under 50% of S's 220.36%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
94.18%
10Y OCF/share CAGR above 1.5x S's 28.11%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
94.18%
5Y OCF/share CAGR above 1.5x S's 28.11%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
94.18%
3Y OCF/share CAGR above 1.5x S's 28.11%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
33.88%
Positive 10Y CAGR while S is negative. John Neff might see a substantial advantage in bottom-line trajectory.
33.88%
Positive 5Y CAGR while S is negative. John Neff might view this as a strong mid-term relative advantage.
33.88%
Positive short-term CAGR while S is negative. John Neff would see a clear advantage in near-term profit trajectory.
178.58%
Below 50% of S's 492.21%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
178.58%
Below 50% of S's 492.21%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
178.58%
Below 50% of S's 492.21%. Michael Burry suspects a serious short-term disadvantage in building book value.
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35.32%
AR growth well above S's 26.91%. Michael Burry fears inflated revenue or higher default risk in the near future.
-8.83%
Inventory is declining while S stands at 12.59%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
4.32%
Asset growth above 1.5x S's 2.00%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
-1.13%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
466.43%
We have some new debt while S reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
9.27%
R&D growth drastically higher vs. S's 3.20%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
3.22%
SG&A growth well above S's 5.00%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.