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).

Compare

Total return — IOT vs SMCI

growth of $100 · last 5y
IOT +26.1%SMCI +622.4%SMCI compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020222023202420252026$126$722
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 9

It depends on what you're optimizing for:

ValueSMCI(lower P/E)
GrowthSMCI(faster 5Y revenue CAGR)
QualityIOT(higher ROIC)

Metrics side by side

Valuation

MetricIOTSMCI
P/E ratio307.1016.21
Forward P/E11.80
P/S ratio10.570.61
P/B ratio12.142.72
PEG ratio18.700.27
EV / EBITDA1234.0416.36
FCF yield1.28%

Profitability

MetricIOTSMCI
Gross margin76.25%8.39%
Operating margin-0.70%4.48%
Net margin3.32%3.70%
ROE3.81%16.47%
ROIC32.34%9.26%

Growth (annualized)

MetricIOTSMCI
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%.

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.