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.
6.94%
Revenue growth under 50% of TOST's 15.93%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
6.95%
Gross profit growth at 50-75% of TOST's 13.29%. Martin Whitman would question if cost structure or brand is lagging.
11.82%
EBIT growth below 50% of TOST's 62.00%. Michael Burry would suspect deeper competitive or cost structure issues.
11.82%
Operating income growth under 50% of TOST's 86.05%. Michael Burry would be concerned about deeper cost or sales issues.
11.87%
Net income growth under 50% of TOST's 42.86%. Michael Burry would suspect the firm is falling well behind a key competitor.
10.40%
EPS growth under 50% of TOST's 47.37%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
10.40%
Diluted EPS growth under 50% of TOST's 47.90%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.96%
Share count expansion well above TOST's 0.87%. 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 TOST's 0.33%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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-23.46%
Negative OCF growth while TOST is at 182.28%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-29.47%
Negative FCF growth while TOST is at 201.45%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
32.12%
10Y revenue/share CAGR under 50% of TOST's 748.84%. Michael Burry would suspect a lasting competitive disadvantage.
32.12%
5Y revenue/share CAGR under 50% of TOST's 748.84%. Michael Burry would suspect a significant competitive gap or product weakness.
32.12%
3Y revenue/share CAGR under 50% of TOST's 101.73%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
117.97%
10Y OCF/share CAGR under 50% of TOST's 462.54%. Michael Burry would worry about a persistent underperformance in cash creation.
117.97%
Below 50% of TOST's 462.54%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
117.97%
3Y OCF/share CAGR under 50% of TOST's 1032.89%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
29.68%
Below 50% of TOST's 218.41%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
29.68%
Below 50% of TOST's 218.41%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
29.68%
Below 50% of TOST's 880.89%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
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No Data
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No Data
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20.17%
AR growth well above TOST's 2.54%. Michael Burry fears inflated revenue or higher default risk in the near future.
26.59%
We show growth while TOST is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
4.38%
Asset growth at 50-75% of TOST's 7.92%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
3.42%
Under 50% of TOST's 7.73%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-6.33%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
4.80%
R&D growth drastically higher vs. TOST's 8.33%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
1.67%
SG&A declining or stable vs. TOST's 3.77%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.