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 above 1.5x TOST's 0.39%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
10.20%
Positive gross profit growth while TOST is negative. John Neff would see a clear operational edge over the competitor.
5.49%
EBIT growth similar to TOST's 5.08%. Walter Schloss might infer both firms share similar operational efficiencies.
5.49%
Operating income growth similar to TOST's 5.08%. Walter Schloss would assume both share comparable operational structures.
8.47%
Positive net income growth while TOST is negative. John Neff might see a big relative performance advantage.
9.09%
Positive EPS growth while TOST is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
9.09%
Positive diluted EPS growth while TOST is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.96%
Share count expansion well above TOST's 1.08%. 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 1.08%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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66.07%
OCF growth at 50-75% of TOST's 95.74%. Martin Whitman would question if the firm lags in monetizing sales effectively.
55.27%
FCF growth under 50% of TOST's 118.92%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
9.68%
10Y revenue/share CAGR under 50% of TOST's 264.13%. Michael Burry would suspect a lasting competitive disadvantage.
9.68%
5Y revenue/share CAGR under 50% of TOST's 264.13%. Michael Burry would suspect a significant competitive gap or product weakness.
9.68%
3Y revenue/share CAGR under 50% of TOST's 264.13%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
94.18%
10Y OCF/share CAGR under 50% of TOST's 306.37%. Michael Burry would worry about a persistent underperformance in cash creation.
94.18%
Below 50% of TOST's 306.37%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
94.18%
3Y OCF/share CAGR under 50% of TOST's 306.37%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
33.88%
Net income/share CAGR at 50-75% of TOST's 49.73%. Martin Whitman might question if the firm’s product or cost base lags behind.
33.88%
5Y net income/share CAGR at 50-75% of TOST's 49.73%. Martin Whitman might see a shortfall in operational efficiency or brand power.
33.88%
3Y net income/share CAGR 50-75% of TOST's 49.73%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
178.58%
10Y equity/share CAGR at 50-75% of TOST's 316.11%. Martin Whitman would note a lag in capital accumulation vs. the competitor.
178.58%
5Y equity/share CAGR at 50-75% of TOST's 316.11%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.
178.58%
3Y equity/share CAGR at 50-75% of TOST's 316.11%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
35.32%
AR growth well above TOST's 33.68%. Michael Burry fears inflated revenue or higher default risk in the near future.
-8.83%
Inventory is declining while TOST stands at 26.53%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
4.32%
Asset growth at 50-75% of TOST's 6.76%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
-1.13%
We have a declining book value while TOST shows 2.81%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
466.43%
Debt growth far above TOST's 37.50%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
9.27%
R&D growth drastically higher vs. TOST's 6.90%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
3.22%
We expand SG&A while TOST cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.