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.
IOT
Samsara Inc.
$41.12TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
MTSI
MACOM Technology Solutions Holdings, Inc.
$321.60TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — IOT vs MTSI
growth of $100 · dividends reinvested · last 5yIOT +66.5% (+10.7%/yr)MTSI +319.5% (+33.2%/yr)MTSI compounded faster over this window
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
| Metric | IOT | MTSI |
|---|---|---|
| P/E ratio | 255.72 | 103.41 |
| Forward P/E | N/A | 58.34 |
| P/S ratio | 12.84 | 21.08 |
| P/B ratio | 14.81 | 15.92 |
| EV / EBITDA | 477.64 | 93.23 |
| FCF yield | 1.08% | 0.48% |
Profitability
| Metric | IOT | MTSI |
|---|---|---|
| Gross margin | 76.38% | 56.56% |
| Operating margin | 1.05% | 18.11% |
| Net margin | 4.90% | 20.70% |
| ROE | 5.65% | 15.64% |
| ROIC | 0.94% | 8.94% |
Growth (annualized)
| Metric | IOT | MTSI |
|---|---|---|
| Revenue CAGR (5Y) | 45.31% | 14.21% |
| FCF CAGR (5Y) | N/A | 4.09% |
| Total return CAGR (5Y) | N/A | 37.52% |
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%.
Go deeper
Dig into the metrics
Samsara P/E ratioMACOM Technology Solutions P/E ratioSamsara ROEMACOM Technology Solutions ROESamsara operating marginMACOM Technology Solutions operating marginSamsara revenue growthMACOM Technology Solutions revenue growthSamsara free cash flowMACOM Technology Solutions free cash flow
Samsara & MACOM Technology Solutions 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 October 3, 2026.