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

Metric GPN IOT Software Infrastructure median
P/E n/m 232.17 28.02
P/S 2.29 12.00 3.07
P/B 0.98 13.84 3.36
Price to free cash flow 28.38 86.79 17.12
EV/EBITDA 10.68 433.71 14.91
EV/Sales 3.95 11.55 3.03
Earnings yield (3.43%) 0.43% 0.13%
Free cash flow yield 3.52% 1.15% 1.15%

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

Metric GPN IOT Software Infrastructure median
Revenue growth (TTM) 43.06% 29.50% 13.41%
EPS growth (last fiscal year) (6.01%) 94.32% —
Revenue growth, 5-year CAGR 0.75% 45.30% 15.81%
Net income growth, 5-year CAGR 19.09% 0.00% 0.00%

Health

Metric GPN IOT Software Infrastructure median
Debt to equity 0.94 0.00 0.06
Current ratio 0.82 1.62 1.55
Net debt to EBITDA 3.98 29.44 0.08

Dividend

Metric GPN IOT Software Infrastructure median
Dividend yield 0.75% — 1.53%
Payout ratio 0.34 0.00 0.00

Size

Metric GPN IOT Software Infrastructure median
Market cap 22.62b 23.07b 835.96m

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