Global Payments Inc. (GPN) vs Samsara Inc. (IOT)
Global Payments Inc. and Samsara Inc. are both Software Infrastructure companies. Global Payments Inc. and Samsara Inc. are of similar size ($23.1B and $22.6B). Global Payments Inc. has negative trailing earnings, so its P/E is not meaningful; Samsara Inc. trades at 232×. Global Payments Inc. grew revenue faster over the last twelve months: 43.1% against 29.5%. Samsara Inc. has the higher net margin (4.90% vs −9.15%) and the lower return on invested capital (1.57% vs 2.01%). Across the 21 metrics below, Global Payments Inc. leads on 11 and Samsara Inc. on 10.
Valuation
Profitability
| Metric | GPN | IOT | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 63.91% | 76.38% | 61.23% |
| Operating margin | 12.84% | 1.05% | 0.00% |
| Net margin | (9.15%) | 4.90% | 0.00% |
| Free cash flow margin | 8.06% | 13.83% | 1.67% |
| Return on equity | (3.97%) | 6.43% | 0.59% |
| Return on assets | (1.67%) | 3.64% | 0.00% |
| Return on invested capital | 2.01% | 1.57% | 0.00% |
Growth
Health
Dividend
Size
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