Samsara Inc. (IOT) vs Tower Semiconductor Ltd. (TSEM)

A side-by-side comparison of Samsara Inc. and Tower Semiconductor Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 11, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnIOT vs TSEM

growth of $100 · dividends reinvested · last 5y
IOT +56.5% (+9.4%/yr)TSEM +497.3% (+43.0%/yr)TSEM compounded faster over this window
0200400600800Start $10020222023202420252026$156$597
IOT TSEM

IOT vs TSEM: by the numbers

  • TSEM is the larger company ($23.86B vs $22.15B market cap).
  • TSEM trades at the lower trailing earnings multiple (83.60 vs 238.68 P/E), one valuation lens rather than an overall verdict.
  • TSEM converts more revenue to profit (16.94% vs 4.90% net margin).
  • IOT grew revenue faster over the past five years (45.31% vs 4.61% CAGR).

Metrics side by side

Valuation

MetricIOTTSEM
P/E ratio238.6883.60
Forward P/EN/A54.73
P/S ratio11.9913.96
P/B ratio13.837.73
EV / EBITDA445.5139.91
FCF yield1.15%1.28%

Profitability

MetricIOTTSEM
Gross margin76.38%26.87%
Operating margin1.05%16.16%
Net margin4.90%16.94%
ROE5.65%9.38%
ROIC0.94%7.37%

Growth (annualized)

MetricIOTTSEM
Revenue CAGR (5Y)45.31%4.61%
EPS CAGR (5Y)N/A20.30%
Total return CAGR (5Y)N/A49.43%

Frequently asked

Which has the lower trailing P/E, IOT or TSEM?
TSEM has the lower trailing P/E: IOT trades at 238.68 and TSEM at 83.60. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, IOT or TSEM?
Over the past five years, IOT grew revenue faster — IOT at a 45.31% CAGR versus TSEM at 4.61%.
Is IOT or TSEM more profitable?
TSEM runs the higher net margin — IOT at 4.90% versus TSEM at 16.94%.

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 11, 2026.