Samsara Inc. (IOT) vs Super Micro Computer, Inc. (SMCI)
A side-by-side comparison of Samsara Inc. and Super Micro Computer, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 12, 2026. Differences are shown without an overall score or investment verdict.
IOT
Samsara Inc.
$39.34TechnologyDelayed quote: Aug 12, 2026, 4:00 PM EDT
SMCI
Super Micro Computer, Inc.
$37.61TechnologyDelayed quote: Aug 12, 2026, 4:00 PM EDT
Total return — IOT vs SMCI
growth of $100 · dividends reinvested · last 5yIOT +63.2% (+10.3%/yr)SMCI +659.6% (+50.0%/yr)SMCI compounded faster over this window
IOT SMCI
IOT vs SMCI: by the numbers
- •SMCI is the larger company ($24.33B vs $22.70B market cap).
- •SMCI trades at the lower trailing earnings multiple (9.88 vs 397.63 P/E), one valuation lens rather than an overall verdict.
- •SMCI converts more revenue to profit (5.68% vs 3.32% net margin).
- •SMCI grew revenue faster over the past five years (61.49% vs 45.31% CAGR).
Metrics side by side
Valuation
| Metric | IOT | SMCI |
|---|---|---|
| P/E ratio | 397.63 | 9.88 |
| Forward P/E | N/A | 11.27 |
| P/S ratio | 13.69 | 0.57 |
| P/B ratio | 15.72 | 1.54 |
| EV / EBITDA | 1600.83 | 8.23 |
| FCF yield | 0.99% | N/A |
Profitability
| Metric | IOT | SMCI |
|---|---|---|
| Gross margin | 76.25% | 10.82% |
| Operating margin | -0.70% | 7.09% |
| Net margin | 3.32% | 5.68% |
| ROE | 3.81% | 15.31% |
| ROIC | 32.34% | 8.93% |
Growth (annualized)
| Metric | IOT | SMCI |
|---|---|---|
| Revenue CAGR (5Y) | 45.31% | 61.49% |
| EPS CAGR (5Y) | N/A | 46.02% |
| Total return CAGR (5Y) | N/A | 52.12% |
Frequently asked
- Which has the lower trailing P/E, IOT or SMCI?
- SMCI has the lower trailing P/E: IOT trades at 397.63 and SMCI at 9.88. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, IOT or SMCI?
- Over the past five years, SMCI grew revenue faster — IOT at a 45.31% CAGR versus SMCI at 61.49%.
- Is IOT or SMCI more profitable?
- SMCI runs the higher net margin — IOT at 3.32% versus SMCI at 5.68%.
Go deeper
Dig into the metrics
Samsara P/E ratioSuper Micro Computer P/E ratioSamsara ROESuper Micro Computer ROESamsara operating marginSuper Micro Computer operating marginSamsara revenue growthSuper Micro Computer revenue growthSamsara free cash flowSuper Micro Computer free cash flow
Samsara & Super Micro Computer 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 12, 2026.