Samsara Inc. (IOT) vs Rocket Lab USA, Inc. (RKLB)
A side-by-side comparison of Samsara Inc. and Rocket Lab USA, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.
Different business models: IOT is classified in Technology; RKLB is classified in Industrials. Margin, capital intensity, and valuation differences should be interpreted in that sector context.
IOT
Samsara Inc.
$37.93TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
RKLB
Rocket Lab USA, Inc.
$72.19IndustrialsDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — IOT vs RKLB
growth of $100 · dividends reinvested · last 5yIOT +55.4% (+9.2%/yr)RKLB +398.4% (+37.9%/yr)RKLB compounded faster over this window
IOT RKLB
IOT vs RKLB: by the numbers
- •RKLB is the larger company ($41.79B vs $21.89B market cap).
- •IOT is profitable (4.90% net margin) while RKLB runs a net loss (-21.51%).
- •RKLB grew revenue faster over the past five years (68.96% vs 45.31% CAGR).
Metrics side by side
Valuation
| Metric | IOT | RKLB |
|---|---|---|
| P/E ratio | 235.88 | N/A |
| P/S ratio | 11.85 | 54.33 |
| P/B ratio | 13.66 | 11.97 |
| EV / EBITDA | 440.24 | N/A |
| FCF yield | 1.17% | N/A |
Profitability
| Metric | IOT | RKLB |
|---|---|---|
| Gross margin | 76.38% | 37.26% |
| Operating margin | 1.05% | -38.03% |
| Net margin | 4.90% | -21.51% |
| ROE | 5.65% | -4.74% |
| ROIC | 0.94% | -6.11% |
Growth (annualized)
| Metric | IOT | RKLB |
|---|---|---|
| Revenue CAGR (5Y) | 45.31% | 68.96% |
| Total return CAGR (5Y) | N/A | 27.48% |
Frequently asked
- Which has grown faster, IOT or RKLB?
- Over the past five years, RKLB grew revenue faster — IOT at a 45.31% CAGR versus RKLB at 68.96%.
- Is IOT or RKLB more profitable?
- IOT runs the higher net margin — IOT at 4.90% versus RKLB at -21.51%.
Go deeper
Dig into the metrics
Samsara P/E ratioSamsara ROERocket Lab USA ROESamsara operating marginRocket Lab USA operating marginSamsara revenue growthRocket Lab USA revenue growthSamsara free cash flowRocket Lab USA free cash flow
Samsara & Rocket Lab USA 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 September 13, 2026.