Samsara Inc. (IOT) vs Cloudflare, Inc. (NET)
A side-by-side comparison of Samsara Inc. and Cloudflare, 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.
IOT
Samsara Inc.
$39.79TechnologyDelayed quote: Aug 14, 2026, 4:00 PM EDT
NET
Cloudflare, Inc.
$315.67TechnologyDelayed quote: Aug 14, 2026, 3:59 PM EDT
Total return — IOT vs NET
growth of $100 · dividends reinvested · last 5yIOT +66.6% (+10.7%/yr)NET +150.6% (+20.2%/yr)NET compounded faster over this window
IOT NET
IOT vs NET: by the numbers
- •NET is the larger company ($112.04B vs $22.96B market cap).
- •IOT is profitable (3.32% net margin) while NET runs a net loss (-8.21%).
- •IOT grew revenue faster over the past five years (45.31% vs 36.49% CAGR).
Metrics side by side
Valuation
| Metric | IOT | NET |
|---|---|---|
| P/E ratio | 405.72 | N/A |
| Forward P/E | N/A | 276.28 |
| P/S ratio | 13.97 | 46.66 |
| P/B ratio | 16.04 | 72.36 |
| EV / EBITDA | 1633.60 | N/A |
| FCF yield | 0.97% | 0.39% |
Profitability
| Metric | IOT | NET |
|---|---|---|
| Gross margin | 76.25% | 72.58% |
| Operating margin | -0.70% | -14.11% |
| Net margin | 3.32% | -8.21% |
| ROE | 3.81% | -12.73% |
| ROIC | 32.34% | -4.10% |
Growth (annualized)
| Metric | IOT | NET |
|---|---|---|
| Revenue CAGR (5Y) | 45.31% | 36.49% |
| Total return CAGR (5Y) | N/A | 22.13% |
Frequently asked
- Which has grown faster, IOT or NET?
- Over the past five years, IOT grew revenue faster — IOT at a 45.31% CAGR versus NET at 36.49%.
- Is IOT or NET more profitable?
- IOT runs the higher net margin — IOT at 3.32% versus NET at -8.21%.
Go deeper
Dig into the metrics
Samsara P/E ratioSamsara ROECloudflare ROESamsara operating marginCloudflare operating marginSamsara revenue growthCloudflare revenue growthSamsara free cash flowCloudflare free cash flow
Samsara & Cloudflare 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 August 14, 2026.