Samsara (IOT) Competitors

CrowdStrike (NASDAQ:CRWD) and Samsara (NYSE:IOT) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, community ranking, dividends, profitability, media sentiment, valuation, institutional ownership, earnings and analyst recommendations.

Which has more risk and volatility, CRWD or IOT?

CrowdStrike has a beta of 1.19, indicating that its stock price is 19% more volatile than the S&P 500. Comparatively, Samsara has a beta of 1.63, indicating that its stock price is 63% more volatile than the S&P 500.

Does the media favor CRWD or IOT?

In the previous week, CrowdStrike had 49 more articles in the media than Samsara. MarketBeat recorded 67 mentions for CrowdStrike and 18 mentions for Samsara. CrowdStrike's average media sentiment score of 1.05 beat Samsara's score of 0.65 indicating that CrowdStrike is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
CrowdStrike	44 Very Positive mention(s)	6 Positive mention(s)	13 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Positive
Samsara	10 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Does the MarketBeat Community favor CRWD or IOT?

CrowdStrike received 537 more outperform votes than Samsara when rated by MarketBeat users. Likewise, 70.62% of users gave CrowdStrike an outperform vote while only 38.52% of users gave Samsara an outperform vote.

Company	Underperform	Outperform
CrowdStrike	Outperform Votes 584 70.62%	Underperform Votes 243 29.38%
Samsara	Outperform Votes 47 38.52%	Underperform Votes 75 61.48%

Do analysts rate CRWD or IOT?

CrowdStrike presently has a consensus price target of $400.26, suggesting a potential upside of 3.98%. Samsara has a consensus price target of $49.60, suggesting a potential upside of 16.60%. Given Samsara's higher possible upside, analysts clearly believe Samsara is more favorable than CrowdStrike.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CrowdStrike	2 Sell rating(s)	10 Hold rating(s)	30 Buy rating(s)	1 Strong Buy rating(s)	2.70
Samsara	0 Sell rating(s)	8 Hold rating(s)	9 Buy rating(s)	0 Strong Buy rating(s)	2.53

Which has better valuation & earnings, CRWD or IOT?

CrowdStrike has higher revenue and earnings than Samsara. CrowdStrike is trading at a lower price-to-earnings ratio than Samsara, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
CrowdStrike	$3.95B	24.13	$89.33M	-$0.08	-4,811.88
Samsara	$1.25B	19.11	-$286.73M	-$0.28	-151.93

Is CRWD or IOT more profitable?

CrowdStrike has a net margin of 3.39% compared to Samsara's net margin of -21.80%. CrowdStrike's return on equity of 7.11% beat Samsara's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
CrowdStrike	3.39%	7.11%	2.72%
Samsara	-21.80%	-19.44%	-10.30%

Do institutionals and insiders hold more shares of CRWD or IOT?

71.2% of CrowdStrike shares are owned by institutional investors. Comparatively, 96.0% of Samsara shares are owned by institutional investors. 4.3% of CrowdStrike shares are owned by company insiders. Comparatively, 60.0% of Samsara shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

CrowdStrike beats Samsara on 15 of the 19 factors compared between the two stocks.