Samsara (IOT) Competitors

$38.03
+1.21 (+3.29%)
(As of 05/3/2024 ET)

IOT vs. GDDY, JKHY, OTEX, CACI, SAIC, UMC, TYL, ZM, ENTG, and MSTR

Should you be buying Samsara stock or one of its competitors? The main competitors of Samsara include GoDaddy (GDDY), Jack Henry & Associates (JKHY), Open Text (OTEX), CACI International (CACI), Science Applications International (SAIC), United Microelectronics (UMC), Tyler Technologies (TYL), Zoom Video Communications (ZM), Entegris (ENTG), and MicroStrategy (MSTR). These companies are all part of the "computer and technology" sector.

Samsara vs.

Samsara (NYSE:IOT) and GoDaddy (NYSE:GDDY) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, analyst recommendations, media sentiment, profitability, dividends, community ranking, earnings, risk and institutional ownership.

Samsara has a beta of 1.58, meaning that its share price is 58% more volatile than the S&P 500. Comparatively, GoDaddy has a beta of 1.09, meaning that its share price is 9% more volatile than the S&P 500.

Samsara currently has a consensus target price of $32.60, suggesting a potential downside of 14.28%. GoDaddy has a consensus target price of $142.73, suggesting a potential upside of 15.44%. Given GoDaddy's stronger consensus rating and higher probable upside, analysts plainly believe GoDaddy is more favorable than Samsara.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Samsara
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56
GoDaddy
0 Sell rating(s)
4 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.75

In the previous week, GoDaddy had 29 more articles in the media than Samsara. MarketBeat recorded 42 mentions for GoDaddy and 13 mentions for Samsara. GoDaddy's average media sentiment score of 0.63 beat Samsara's score of 0.51 indicating that GoDaddy is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Samsara
6 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
GoDaddy
10 Very Positive mention(s)
3 Positive mention(s)
19 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

GoDaddy has higher revenue and earnings than Samsara. Samsara is trading at a lower price-to-earnings ratio than GoDaddy, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Samsara$937.39M22.33-$286.73M-$0.53-71.75
GoDaddy$4.25B4.14$1.37B$12.0410.27

GoDaddy received 858 more outperform votes than Samsara when rated by MarketBeat users. Likewise, 80.02% of users gave GoDaddy an outperform vote while only 38.57% of users gave Samsara an outperform vote.

CompanyUnderperformOutperform
SamsaraOutperform Votes
27
38.57%
Underperform Votes
43
61.43%
GoDaddyOutperform Votes
885
80.02%
Underperform Votes
221
19.98%

GoDaddy has a net margin of 40.38% compared to Samsara's net margin of -30.59%. Samsara's return on equity of -22.90% beat GoDaddy's return on equity.

Company Net Margins Return on Equity Return on Assets
Samsara-30.59% -22.90% -12.81%
GoDaddy 40.38%-102.82%7.77%

89.4% of Samsara shares are held by institutional investors. Comparatively, 90.3% of GoDaddy shares are held by institutional investors. 66.1% of Samsara shares are held by company insiders. Comparatively, 0.5% of GoDaddy shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

GoDaddy beats Samsara on 15 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding IOT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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IOT vs. The Competition

MetricSamsaraComputer integrated systems design IndustryComputer SectorNYSE Exchange
Market Cap$20.94B$3.06B$20.64B$17.50B
Dividend YieldN/A1.36%2.79%3.53%
P/E Ratio-71.7526.17216.2821.42
Price / Sales22.339.39530.0610.40
Price / CashN/A15.0029.1718.05
Price / Book22.6412.216.645.52
Net Income-$286.73M$3.59M$638.65M$964.63M
7 Day Performance5.67%-1.10%1.14%1.74%
1 Month Performance12.18%-6.78%-1.17%-1.66%
1 Year Performance110.93%11.49%30.14%103.32%

Samsara Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GDDY
GoDaddy
4.727 of 5 stars
$122.42
-2.1%
$135.18
+10.4%
+71.0%$17.44B$4.25B12.786,159Analyst Report
Insider Selling
Analyst Revision
News Coverage
JKHY
Jack Henry & Associates
4.4532 of 5 stars
$162.69
-2.1%
$174.42
+7.2%
+10.9%$11.86B$2.08B31.847,120Upcoming Earnings
Analyst Report
Analyst Revision
News Coverage
OTEX
Open Text
4.9246 of 5 stars
$35.31
-0.5%
$46.25
+31.0%
-17.3%$9.62B$4.48B75.1324,100Dividend Increase
Analyst Report
News Coverage
Gap Down
CACI
CACI International
2.8357 of 5 stars
$402.23
-0.7%
$400.82
-0.4%
+36.7%$8.97B$6.70B23.2423,000Analyst Report
SAIC
Science Applications International
2.6176 of 5 stars
$128.70
-1.1%
$127.60
-0.9%
+33.3%$6.60B$7.44B14.5424,000Positive News
UMC
United Microelectronics
2.7689 of 5 stars
$7.69
-1.3%
$8.90
+15.7%
+2.1%$19.23B$7.25B10.9920,680Gap Up
TYL
Tyler Technologies
4.231 of 5 stars
$461.45
-0.8%
$480.60
+4.1%
+21.6%$19.59B$1.95B104.407,300Insider Selling
ZM
Zoom Video Communications
4.7565 of 5 stars
$61.10
-3.5%
$77.56
+26.9%
-0.6%$18.79B$4.53B29.957,420Insider Selling
ENTG
Entegris
4.1884 of 5 stars
$132.92
-2.3%
$141.64
+6.6%
+76.5%$20.04B$3.52B111.708,000Earnings Report
Ex-Dividend
Analyst Report
News Coverage
Gap Up
MSTR
MicroStrategy
3.904 of 5 stars
$1,065.03
-17.6%
$1,733.75
+62.8%
+291.7%$18.07B$496.26M37.791,934Analyst Report
Gap Up

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This page (NYSE:IOT) was last updated on 5/5/2024 by MarketBeat.com Staff

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