Samsara (IOT) Competitors

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

Do analysts rate IOT or CRWD?

Samsara currently has a consensus price target of $51.67, suggesting a potential downside of 5.59%. CrowdStrike has a consensus price target of $379.73, suggesting a potential downside of 12.94%. Given Samsara's higher possible upside, equities research analysts plainly believe Samsara is more favorable than CrowdStrike.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Samsara	0 Sell rating(s)	9 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.40
CrowdStrike	1 Sell rating(s)	11 Hold rating(s)	29 Buy rating(s)	3 Strong Buy rating(s)	2.77

Which has preferable valuation and earnings, IOT or CRWD?

CrowdStrike has higher revenue and earnings than Samsara. Samsara is trading at a lower price-to-earnings ratio than CrowdStrike, 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
Samsara	$937.39M	32.76	-$286.73M	-$0.47	-116.44
CrowdStrike	$3.74B	28.72	$89.33M	$0.51	855.18

Do insiders & institutionals believe in IOT or CRWD?

96.0% of Samsara shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 60.0% of Samsara shares are owned by insiders. Comparatively, 4.3% of CrowdStrike shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Is IOT or CRWD 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
Samsara	-21.80%	-19.44%	-10.30%
CrowdStrike	3.39%	7.11%	2.72%

Which has more risk & volatility, IOT or CRWD?

Samsara has a beta of 1.61, suggesting that its share price is 61% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.16, suggesting that its share price is 16% more volatile than the S&P 500.

Does the MarketBeat Community prefer IOT or CRWD?

CrowdStrike received 514 more outperform votes than Samsara when rated by MarketBeat users. Likewise, 70.20% of users gave CrowdStrike an outperform vote while only 37.17% of users gave Samsara an outperform vote.

Company	Underperform	Outperform
Samsara	Outperform Votes 42 37.17%	Underperform Votes 71 62.83%
CrowdStrike	Outperform Votes 556 70.20%	Underperform Votes 236 29.80%

Does the media prefer IOT or CRWD?

In the previous week, CrowdStrike had 73 more articles in the media than Samsara. MarketBeat recorded 85 mentions for CrowdStrike and 12 mentions for Samsara. CrowdStrike's average media sentiment score of 1.19 beat Samsara's score of 0.66 indicating that CrowdStrike is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Samsara	8 Very Positive mention(s)	0 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
CrowdStrike	63 Very Positive mention(s)	6 Positive mention(s)	12 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

CrowdStrike beats Samsara on 14 of the 19 factors compared between the two stocks.