Akamai Technologies, Inc. (AKAM) vs Samsara Inc. (IOT)

Akamai Technologies, Inc. and Samsara Inc. are both Software Infrastructure companies. Samsara Inc. is the larger, with a market value of $23.1B against $19.2B — 1.2× the size. Akamai Technologies, Inc. trades at the lower P/E: 40.0× against 232×. Samsara Inc. grew revenue faster over the last twelve months: 29.5% against 5.87%. Akamai Technologies, Inc. has the higher net margin (9.51% vs 4.90%) and the higher return on invested capital (3.18% vs 1.57%). Across the 22 metrics below, Akamai Technologies, Inc. leads on 15 and Samsara Inc. on 7.

Valuation

Metric AKAM IOT Software Infrastructure median
P/E 39.98 232.17 28.02
P/S 3.81 12.00 3.07
P/B 3.47 13.84 3.36
Price to free cash flow 26.17 86.79 17.12
EV/EBITDA 17.34 433.71 14.91
EV/Sales 4.79 11.55 3.03
Earnings yield 2.50% 0.43% 0.13%
Free cash flow yield 3.82% 1.15% 1.15%

Profitability

Metric AKAM IOT Software Infrastructure median
Gross margin 57.45% 76.38% 61.23%
Operating margin 10.54% 1.05% 0.00%
Net margin 9.51% 4.90% 0.00%
Free cash flow margin 14.57% 13.83% 1.67%
Return on equity 8.92% 6.43% 0.59%
Return on assets 3.21% 3.64% 0.00%
Return on invested capital 3.18% 1.57% 0.00%

Growth

Metric AKAM IOT Software Infrastructure median
Revenue growth (TTM) 5.87% 29.50% 13.41%
EPS growth (last fiscal year) (6.12%) 94.32% —
Revenue growth, 5-year CAGR 5.64% 45.30% 15.81%
Net income growth, 5-year CAGR (4.09%) 0.00% 0.00%

Health

Metric AKAM IOT Software Infrastructure median
Debt to equity 1.59 0.00 0.06
Current ratio 1.64 1.62 1.55
Net debt to EBITDA 2.28 29.44 0.08

Dividend

Metric AKAM IOT Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric AKAM IOT Software Infrastructure median
Market cap 19.18b 23.07b 835.96m

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