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 July 28, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnIOT vs TSEM

growth of $100 · dividends reinvested · last 5y
IOT +43.1%TSEM +482.4%TSEM compounded faster
0200400600800Start $10020222023202420252026$143$582
IOT TSEM

IOT vs TSEM: by the numbers

  • TSEM is the larger company ($22.69B vs $21.64B market cap).
  • TSEM trades at the lower trailing earnings multiple (104.28 vs 348.52 P/E), one valuation lens rather than an overall verdict.
  • TSEM converts more revenue to profit (15.13% vs 3.32% net margin).
  • IOT grew revenue faster over the past five years (45.31% vs 4.32% CAGR).

Metrics side by side

Valuation

MetricIOTTSEM
P/E ratio348.52104.28
Forward P/EN/A67.09
P/S ratio12.0015.81
P/B ratio13.788.62
PEG ratio18.7011.15
EV / EBITDA1401.8547.64
FCF yield1.13%1.27%

Profitability

MetricIOTTSEM
Gross margin76.25%24.77%
Operating margin-0.70%13.93%
Net margin3.32%15.13%
ROE3.81%8.25%
ROIC32.34%5.73%

Growth (annualized)

MetricIOTTSEM
Revenue CAGR (5Y)45.31%4.32%
EPS CAGR (5Y)N/A20.67%
Total return CAGR (5Y)N/A53.64%

Frequently asked

Which has the lower trailing P/E, IOT or TSEM?
TSEM has the lower trailing P/E: IOT trades at 348.52 and TSEM at 104.28. 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 4.32%.
Is IOT or TSEM more profitable?
TSEM runs the higher net margin — IOT at 3.32% versus TSEM at 15.13%.

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 July 28, 2026.