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.
IOT
Samsara Inc.
$38.38TechnologyDelayed quote: Sep 11, 2026, 4:00 PM EDT
TSEM
Tower Semiconductor Ltd.
$211.52TechnologyDelayed quote: Sep 11, 2026, 4:00 PM EDT
Total return — IOT vs TSEM
growth of $100 · dividends reinvested · last 5yIOT +56.5% (+9.4%/yr)TSEM +497.3% (+43.0%/yr)TSEM compounded faster over this window
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
| Metric | IOT | TSEM |
|---|---|---|
| P/E ratio | 238.68 | 83.60 |
| Forward P/E | N/A | 54.73 |
| P/S ratio | 11.99 | 13.96 |
| P/B ratio | 13.83 | 7.73 |
| EV / EBITDA | 445.51 | 39.91 |
| FCF yield | 1.15% | 1.28% |
Profitability
| Metric | IOT | TSEM |
|---|---|---|
| Gross margin | 76.38% | 26.87% |
| Operating margin | 1.05% | 16.16% |
| Net margin | 4.90% | 16.94% |
| ROE | 5.65% | 9.38% |
| ROIC | 0.94% | 7.37% |
Growth (annualized)
| Metric | IOT | TSEM |
|---|---|---|
| Revenue CAGR (5Y) | 45.31% | 4.61% |
| EPS CAGR (5Y) | N/A | 20.30% |
| Total return CAGR (5Y) | N/A | 49.43% |
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%.
Go deeper
Dig into the metrics
Samsara P/E ratioTower Semiconductor P/E ratioSamsara ROETower Semiconductor ROESamsara operating marginTower Semiconductor operating marginSamsara revenue growthTower Semiconductor revenue growthSamsara free cash flowTower Semiconductor free cash flow
Samsara & Tower Semiconductor 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 September 11, 2026.