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.
9.51%
Revenue growth above 1.5x TOST's 3.76%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
8.67%
Gross profit growth at 50-75% of TOST's 11.66%. Martin Whitman would question if cost structure or brand is lagging.
-26.39%
Negative EBIT growth while TOST is at 0.00%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
-26.39%
Negative operating income growth while TOST is at 0.00%. Joel Greenblatt would press for urgent turnaround measures.
-26.60%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-30.00%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-30.00%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
0.94%
Share count expansion well above TOST's 1.11%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.94%
Diluted share count expanding well above TOST's 1.11%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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339.06%
Positive OCF growth while TOST is negative. John Neff would see this as a clear operational advantage vs. the competitor.
176.67%
Positive FCF growth while TOST is negative. John Neff would see a strong competitive edge in net cash generation.
2.99%
10Y revenue/share CAGR under 50% of TOST's 127.04%. Michael Burry would suspect a lasting competitive disadvantage.
2.99%
5Y revenue/share CAGR under 50% of TOST's 127.04%. Michael Burry would suspect a significant competitive gap or product weakness.
2.99%
3Y revenue/share CAGR under 50% of TOST's 221.40%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
112.47%
10Y OCF/share CAGR 1.25-1.5x TOST's 85.15%. Bruce Berkowitz would confirm if the firm's long-term capital allocation yields better cash returns.
112.47%
5Y OCF/share CAGR 1.25-1.5x TOST's 85.15%. Bruce Berkowitz would see if capital spending or working-capital efficiencies explain the difference.
112.47%
Positive 3Y OCF/share CAGR while TOST is negative. John Neff might see a big short-term edge in operational efficiency.
21.93%
Below 50% of TOST's 51.60%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
21.93%
Below 50% of TOST's 51.60%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
21.93%
3Y net income/share CAGR 50-75% of TOST's 29.32%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
-1.99%
Negative equity/share CAGR over 10 years while TOST stands at 276.14%. Joel Greenblatt sees a fundamental red flag unless the competitor also struggles.
-1.99%
Negative 5Y equity/share growth while TOST is at 276.14%. Joel Greenblatt sees the competitor building net worth while this firm loses ground.
-1.99%
Negative 3Y equity/share growth while TOST is at 168.32%. Joel Greenblatt demands an urgent fix in capital structure or profitability vs. the competitor.
No Data
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No Data
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No Data
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-16.52%
Firm’s AR is declining while TOST shows 23.62%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-20.13%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
-1.14%
Negative asset growth while TOST invests at 4.80%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
-2.56%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
-14.27%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
10.55%
We increase R&D while TOST cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
15.51%
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.