F5, Inc. (FFIV) vs Samsara Inc. (IOT)
F5, Inc. and Samsara Inc. are both Software Infrastructure companies. F5, Inc. and Samsara Inc. are of similar size ($25.3B and $23.1B). F5, Inc. trades at the lower P/E: 34.9× against 232×. Samsara Inc. grew revenue faster over the last twelve months: 29.5% against 9.41%. F5, Inc. has the higher net margin (22.0% vs 4.90%) and the higher return on invested capital (22.6% vs 1.57%). Across the 21 metrics below, F5, Inc. leads on 18 and Samsara Inc. on 3.
Valuation
Profitability
| Metric | FFIV | IOT | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 81.87% | 76.38% | 61.23% |
| Operating margin | 24.54% | 1.05% | 0.00% |
| Net margin | 21.95% | 4.90% | 0.00% |
| Free cash flow margin | 29.30% | 13.83% | 1.67% |
| Return on equity | 19.83% | 6.43% | 0.59% |
| Return on assets | 11.23% | 3.64% | 0.00% |
| Return on invested capital | 22.56% | 1.57% | 0.00% |
Growth
Health
Dividend
Size
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