Samsara Inc. (IOT) vs MACOM Technology Solutions Holdings, Inc. (MTSI)

A side-by-side comparison of Samsara Inc. and MACOM Technology Solutions Holdings, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 3, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — IOT vs MTSI

growth of $100 · dividends reinvested · last 5y
IOT +66.5% (+10.7%/yr)MTSI +319.5% (+33.2%/yr)MTSI compounded faster over this window
0100200300400500Start $10020222023202420252026$166$419
IOT MTSI

IOT vs MTSI: by the numbers

  • •MTSI is the larger company ($24.54B vs $23.73B market cap).
  • •MTSI trades at the lower trailing earnings multiple (103.41 vs 255.72 P/E), one valuation lens rather than an overall verdict.
  • •MTSI converts more revenue to profit (20.70% vs 4.90% net margin).
  • •IOT grew revenue faster over the past five years (45.31% vs 14.21% CAGR).

Metrics side by side

Valuation

MetricIOTMTSI
P/E ratio255.72103.41
Forward P/EN/A58.34
P/S ratio12.8421.08
P/B ratio14.8115.92
EV / EBITDA477.6493.23
FCF yield1.08%0.48%

Profitability

MetricIOTMTSI
Gross margin76.38%56.56%
Operating margin1.05%18.11%
Net margin4.90%20.70%
ROE5.65%15.64%
ROIC0.94%8.94%

Growth (annualized)

MetricIOTMTSI
Revenue CAGR (5Y)45.31%14.21%
FCF CAGR (5Y)N/A4.09%
Total return CAGR (5Y)N/A37.52%

Frequently asked

Which has the lower trailing P/E, IOT or MTSI?
MTSI has the lower trailing P/E: IOT trades at 255.72 and MTSI at 103.41. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, IOT or MTSI?
Over the past five years, IOT grew revenue faster — IOT at a 45.31% CAGR versus MTSI at 14.21%.
Is IOT or MTSI more profitable?
MTSI runs the higher net margin — IOT at 4.90% versus MTSI at 20.70%.

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 October 3, 2026.