Axon Enterprise, Inc. (AXON) vs Samsara Inc. (IOT)

A side-by-side comparison of Axon Enterprise, Inc. and Samsara Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 14, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: AXON is classified in Industrials; IOT is classified in Technology. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnAXON vs IOT

growth of $100 · dividends reinvested · last 5y
AXON +306.4% (+32.4%/yr)IOT +66.6% (+10.7%/yr)AXON compounded faster over this window
0200400600Start $10020222023202420252026$406$167
AXON IOT

AXON vs IOT: by the numbers

  • AXON is the larger company ($49.40B vs $22.96B market cap).
  • AXON trades at the lower trailing earnings multiple (255.21 vs 405.72 P/E), one valuation lens rather than an overall verdict.
  • AXON converts more revenue to profit (6.20% vs 3.32% net margin).
  • IOT grew revenue faster over the past five years (45.31% vs 31.90% CAGR).

Metrics side by side

Valuation

MetricAXONIOT
P/E ratio255.21405.72
Forward P/E79.76N/A
P/S ratio15.7813.97
P/B ratio13.8216.04
EV / EBITDA276.301633.60
FCF yield0.26%0.97%

Profitability

MetricAXONIOT
Gross margin59.41%76.25%
Operating margin2.61%-0.70%
Net margin6.20%3.32%
ROE5.43%3.81%
ROIC-1.11%32.34%

Growth (annualized)

MetricAXONIOT
Revenue CAGR (5Y)31.90%45.31%
EPS CAGR (5Y)117.98%N/A
FCF CAGR (5Y)21.08%N/A
Total return CAGR (5Y)27.17%N/A

Frequently asked

Which has the lower trailing P/E, AXON or IOT?
AXON has the lower trailing P/E: AXON trades at 255.21 and IOT at 405.72. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, AXON or IOT?
Over the past five years, IOT grew revenue faster — AXON at a 31.90% CAGR versus IOT at 45.31%.
Is AXON or IOT more profitable?
AXON runs the higher net margin — AXON at 6.20% versus IOT at 3.32%.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 14, 2026.