Samsara (IOT) Competitors

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

Which has better earnings and valuation, APP or IOT?

AppLovin has higher revenue and earnings than Samsara. Samsara is trading at a lower price-to-earnings ratio than AppLovin, 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
AppLovin	$4.29B	22.68	$356.71M	$3.30	88.21
Samsara	$1.09B	25.16	-$286.73M	-$0.48	-103.15

Do analysts prefer APP or IOT?

AppLovin currently has a consensus target price of $194.31, suggesting a potential downside of 33.25%. Samsara has a consensus target price of $44.20, suggesting a potential downside of 10.73%. Given Samsara's higher probable upside, analysts clearly believe Samsara is more favorable than AppLovin.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AppLovin	1 Sell rating(s)	4 Hold rating(s)	13 Buy rating(s)	1 Strong Buy rating(s)	2.74
Samsara	0 Sell rating(s)	8 Hold rating(s)	7 Buy rating(s)	0 Strong Buy rating(s)	2.47

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

41.8% of AppLovin shares are held by institutional investors. Comparatively, 89.4% of Samsara shares are held by institutional investors. 14.7% of AppLovin shares are held by company insiders. Comparatively, 60.0% of Samsara shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Which has more risk and volatility, APP or IOT?

AppLovin has a beta of 1.86, indicating that its stock price is 86% more volatile than the S&P 500. Comparatively, Samsara has a beta of 1.52, indicating that its stock price is 52% more volatile than the S&P 500.

Does the media favor APP or IOT?

In the previous week, AppLovin had 61 more articles in the media than Samsara. MarketBeat recorded 70 mentions for AppLovin and 9 mentions for Samsara. AppLovin's average media sentiment score of 0.99 beat Samsara's score of 0.71 indicating that AppLovin is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
AppLovin	37 Very Positive mention(s)	6 Positive mention(s)	15 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Samsara	6 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive

Does the MarketBeat Community believe in APP or IOT?

AppLovin received 64 more outperform votes than Samsara when rated by MarketBeat users. Likewise, 54.21% of users gave AppLovin an outperform vote while only 37.50% of users gave Samsara an outperform vote.

Company	Underperform	Outperform
AppLovin	Outperform Votes 103 54.21%	Underperform Votes 87 45.79%
Samsara	Outperform Votes 39 37.50%	Underperform Votes 65 62.50%

Is APP or IOT more profitable?

AppLovin has a net margin of 26.85% compared to Samsara's net margin of -24.19%. AppLovin's return on equity of 122.24% beat Samsara's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
AppLovin	26.85%	122.24%	21.60%
Samsara	-24.19%	-20.39%	-10.94%

Summary

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