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).

Compare

Total return — BESIY vs IOT

growth of $100 · last 5y
BESIY +229.2%IOT +51.9%BESIY compounded faster
100200300400Start $10020222023202420252026$329$152
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 6

It depends on what you're optimizing for:

ValueBESIY(lower P/E)
GrowthIOT(faster 5Y revenue CAGR)
QualityIOT(higher ROIC)

Metrics side by side

Valuation

MetricBESIYIOT
P/E ratio131.39369.92
Forward P/E71.26
P/S ratio31.4612.74
P/B ratio44.0914.62
PEG ratio18.70
EV / EBITDA85.701488.56
FCF yield1.02%1.07%

Profitability

MetricBESIYIOT
Gross margin61.45%76.25%
Operating margin31.28%-0.70%
Net margin24.00%3.32%
ROE33.63%3.81%
ROIC14.73%32.34%

Dividends

MetricBESIYIOT
Dividend yield0.63%
Payout ratio98.31%

Growth (annualized)

MetricBESIYIOT
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%.

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.