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CoreWeave Inc. (CRWV) vs Samsara Inc. (IOT)

CoreWeave Inc. and Samsara Inc. are both Software Infrastructure companies. CoreWeave Inc. is the larger, with a market value of $27.7B against $24.5B — 1.1× the size. CoreWeave Inc. has negative trailing earnings, so its P/E is not meaningful; Samsara Inc. trades at 252×. CoreWeave Inc. grew revenue faster over the last twelve months: 115.3% against 29.5%. Samsara Inc. has the higher net margin (4.90% vs −25.4%) and the higher return on invested capital (1.57% vs −0.43%). Across the 18 metrics below, Samsara Inc. leads on 12 and CoreWeave Inc. on 6.

Valuation

Metric CRWV IOT Software Infrastructure median
P/E n/m 252.29 26.15
P/S 3.88 13.04 2.87
P/B 5.86 15.04 2.94
Price to free cash flow n/m 94.32 17.26
EV/EBITDA 15.00 472.76 15.00
EV/Sales 7.68 12.59 2.95
Earnings yield (6.83%) 0.40% 0.00%
Free cash flow yield (46.37%) 1.06% 0.39%

Profitability

Metric CRWV IOT Software Infrastructure median
Gross margin 67.42% 76.38% 59.21%
Operating margin (3.04%) 1.05% 0.00%
Net margin (25.42%) 4.90% 0.00%
Free cash flow margin (179.91%) 13.83% 0.00%
Return on equity (50.22%) 6.43% 0.00%
Return on assets (3.73%) 3.64% 0.00%
Return on invested capital (0.43%) 1.57% 0.00%

Growth

Metric CRWV IOT Software Infrastructure median
Revenue growth (TTM) 115.32% 29.50% 13.57%
EPS growth (last fiscal year) 34.65% 94.32% 20.22%
Revenue growth, 5-year CAGR — 45.30% 16.02%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric CRWV IOT Software Infrastructure median
Debt to equity 7.02 0.00 0.02
Current ratio 0.46 1.62 1.54
Net debt to EBITDA 6.99 29.44 0.05

Dividend

Metric CRWV IOT Software Infrastructure median
Dividend yield — — 1.09%
Payout ratio — — 0.30

Size

Metric CRWV IOT Software Infrastructure median
Market cap 27.66b 24.54b 655.75m

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