BE Semiconductor Industries N.V. (BESIY) vs Samsara Inc. (IOT)
IOT leads on 6 of 11 compared metrics, though BESIY is the cheaper stock.
A side-by-side comparison of BE Semiconductor Industries N.V. and Samsara Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 7, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — BESIY vs IOT
growth of $100 · last 5yBESIY +229.2%IOT +51.9%BESIY compounded faster
BESIY IOT
BESIY vs IOT: by the numbers
- •BESIY is the larger company ($22.17B vs $21.30B market cap).
- •BESIY trades at the lower earnings multiple (131.39 vs 369.92 P/E).
- •BESIY converts more revenue to profit (24.00% vs 3.32% net margin).
- •IOT grew revenue faster over the past five years (45.31% vs 5.43% CAGR).
- •BESIY pays a dividend (0.63% yield) while IOT does not currently pay one.
Which is better, BESIY or IOT?
Metric tally: BESIY 5 · IOT 6It depends on what you're optimizing for:
ValueBESIY(lower P/E)
GrowthIOT(faster 5Y revenue CAGR)
QualityIOT(higher ROIC)
Metrics side by side
Valuation
| Metric | BESIY | IOT |
|---|---|---|
| P/E ratio | 131.39● | 369.92 |
| Forward P/E | 71.26 | — |
| P/S ratio | 31.46 | 12.74● |
| P/B ratio | 44.09 | 14.62● |
| PEG ratio | — | 18.70 |
| EV / EBITDA | 85.70● | 1488.56 |
| FCF yield | 1.02% | 1.07%● |
Profitability
| Metric | BESIY | IOT |
|---|---|---|
| Gross margin | 61.45% | 76.25%● |
| Operating margin | 31.28%● | -0.70% |
| Net margin | 24.00%● | 3.32% |
| ROE | 33.63%● | 3.81% |
| ROIC | 14.73% | 32.34%● |
Dividends
| Metric | BESIY | IOT |
|---|---|---|
| Dividend yield | 0.63% | — |
| Payout ratio | 98.31% | — |
Growth (annualized)
| Metric | BESIY | IOT |
|---|---|---|
| Revenue CAGR (5Y) | 5.43% | 45.31%● |
| EPS CAGR (5Y) | -3.31% | — |
| FCF CAGR (5Y) | 8.01% | — |
| Total return CAGR (5Y) | 32.63% | — |
Frequently asked
- Which is better, BESIY or IOT?
- It depends on your goal. value: BESIY (lower P/E); growth: IOT (faster 5Y revenue CAGR); quality: IOT (higher ROIC). Across all compared metrics, IOT leads 6 to 5.
- Is BESIY or IOT cheaper?
- On trailing earnings, BESIY is cheaper: BESIY trades at a 131.39 P/E and IOT at 369.92.
- Which has grown faster, BESIY or IOT?
- Over the past five years, IOT grew revenue faster — BESIY at a 5.43% CAGR versus IOT at 45.31%.
- Does BESIY or IOT pay a bigger dividend?
- BESIY pays a dividend (0.63% yield) while IOT does not currently pay one.
- Is BESIY or IOT more profitable?
- BESIY runs the higher net margin — BESIY at 24.00% versus IOT at 3.32%.
Go deeper
Dig into the metrics
BE Semiconductor Industries P/E ratioSamsara P/E ratioBE Semiconductor Industries dividend yieldSamsara dividend yieldBE Semiconductor Industries ROESamsara ROEBE Semiconductor Industries operating marginSamsara operating marginBE Semiconductor Industries revenue growthSamsara revenue growthBE Semiconductor Industries free cash flowSamsara free cash flow
BE Semiconductor Industries & Samsara appear in these rankings
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 July 7, 2026.