Samsara Inc. (IOT) vs Super Micro Computer, Inc. (SMCI)
SMCI leads on 9 of 11 compared metrics.
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 June 27, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — IOT vs SMCI
growth of $100 · last 5yIOT +26.1%SMCI +622.4%SMCI compounded faster
Log scale — wide-divergence pair
IOT SMCI
IOT vs SMCI: by the numbers
- •SMCI is the larger company ($19.81B vs $17.97B market cap).
- •SMCI trades at the lower earnings multiple (16.21 vs 307.10 P/E).
- •SMCI converts more revenue to profit (3.70% vs 3.32% net margin).
- •SMCI grew revenue faster over the past five years (58.36% vs 45.31% CAGR).
Which is better, IOT or SMCI?
Metric tally: IOT 2 · SMCI 9It depends on what you're optimizing for:
ValueSMCI(lower P/E)
GrowthSMCI(faster 5Y revenue CAGR)
QualityIOT(higher ROIC)
Metrics side by side
Valuation
| Metric | IOT | SMCI |
|---|---|---|
| P/E ratio | 307.10 | 16.21● |
| Forward P/E | — | 11.80 |
| P/S ratio | 10.57 | 0.61● |
| P/B ratio | 12.14 | 2.72● |
| PEG ratio | 18.70 | 0.27● |
| EV / EBITDA | 1234.04 | 16.36● |
| FCF yield | 1.28% | — |
Profitability
| Metric | IOT | SMCI |
|---|---|---|
| Gross margin | 76.25%● | 8.39% |
| Operating margin | -0.70% | 4.48%● |
| Net margin | 3.32% | 3.70%● |
| ROE | 3.81% | 16.47%● |
| ROIC | 32.34%● | 9.26% |
Growth (annualized)
| Metric | IOT | SMCI |
|---|---|---|
| Revenue CAGR (5Y) | 45.31% | 58.36%● |
| EPS CAGR (5Y) | — | 59.78% |
| FCF CAGR (5Y) | — | 84.64% |
| Total return CAGR (5Y) | — | 53.42% |
Frequently asked
- Which is better, IOT or SMCI?
- It depends on your goal. value: SMCI (lower P/E); growth: SMCI (faster 5Y revenue CAGR); quality: IOT (higher ROIC). Across all compared metrics, SMCI leads 9 to 2.
- Is IOT or SMCI cheaper?
- On trailing earnings, SMCI is cheaper: IOT trades at a 307.10 P/E and SMCI at 16.21.
- 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 58.36%.
- Is IOT or SMCI more profitable?
- SMCI runs the higher net margin — IOT at 3.32% versus SMCI at 3.70%.
Go deeper
Dig into the metrics
Samsara P/E ratioSuper Micro Computer P/E ratioSamsara dividend yieldSuper Micro Computer dividend yieldSamsara 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 June 27, 2026.