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.
8.34%
Revenue growth above 1.5x TOST's 5.07%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
9.70%
Gross profit growth at 75-90% of TOST's 12.59%. Bill Ackman would demand operational improvements to match competitor gains.
21.49%
EBIT growth below 50% of TOST's 277.78%. Michael Burry would suspect deeper competitive or cost structure issues.
21.49%
Operating income growth under 50% of TOST's 277.78%. Michael Burry would be concerned about deeper cost or sales issues.
24.07%
Net income growth under 50% of TOST's 300.00%. Michael Burry would suspect the firm is falling well behind a key competitor.
23.00%
EPS growth under 50% of TOST's 181.75%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
23.00%
Diluted EPS growth under 50% of TOST's 184.87%. Michael Burry would worry about an eroding competitive position or excessive dilution.
1.07%
Share count expansion well above TOST's 1.26%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
1.07%
Diluted share count expanding well above TOST's 0.51%. Michael Burry would fear significant dilution to existing owners' stakes.
No Data
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54.00%
Positive OCF growth while TOST is negative. John Neff would see this as a clear operational advantage vs. the competitor.
80.96%
Positive FCF growth while TOST is negative. John Neff would see a strong competitive edge in net cash generation.
-4.16%
Negative 10Y revenue/share CAGR while TOST stands at 351.51%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.
-4.16%
Negative 5Y CAGR while TOST stands at 351.51%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
-4.16%
Negative 3Y CAGR while TOST stands at 14.07%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
113.23%
10Y OCF/share CAGR under 50% of TOST's 697.99%. Michael Burry would worry about a persistent underperformance in cash creation.
113.23%
Below 50% of TOST's 697.99%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
113.23%
3Y OCF/share CAGR under 50% of TOST's 368.68%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
35.56%
Below 50% of TOST's 173.27%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
35.56%
Below 50% of TOST's 173.27%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
35.56%
Below 50% of TOST's 109.43%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
169.40%
Equity/share CAGR of 169.40% while TOST is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
169.40%
Equity/share CAGR of 169.40% while TOST is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
169.40%
Positive short-term equity growth while TOST is negative. John Neff sees a strong advantage in near-term net worth buildup.
No Data
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No Data
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-0.19%
Firm’s AR is declining while TOST shows 1.75%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
24.51%
We show growth while TOST is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
2.66%
Asset growth at 75-90% of TOST's 3.34%. Bill Ackman suggests reviewing opportunities to match or surpass the competitor's asset expansion if profitable.
0.48%
Under 50% of TOST's 9.30%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-1.91%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-4.92%
Our R&D shrinks while TOST invests at 2.30%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-0.63%
We cut SG&A while TOST invests at 4.74%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.