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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 ($25.1B and $24.1B). Global Payments Inc. has negative trailing earnings, so its P/E is not meaningful; Samsara Inc. trades at 250×. Global Payments Inc. grew revenue faster over the last twelve months: 61.0% against 29.5%. Samsara Inc. has the higher net margin (4.90% vs −11.2%) and the higher return on invested capital (1.57% vs 1.20%). Across the 20 metrics below, Samsara Inc. leads on 12 and Global Payments Inc. on 8.

Valuation

Metric GPN IOT Software Infrastructure median
P/E n/m 250.21 24.52
P/S 2.24 12.93 2.78
P/B 1.09 14.92 2.84
Price to free cash flow n/m 93.54 18.22
EV/EBITDA 11.32 468.73 13.98
EV/Sales 3.72 12.49 2.92
Earnings yield (4.65%) 0.40% 0.00%
Free cash flow yield (0.66%) 1.07% 0.37%

Profitability

Metric GPN IOT Software Infrastructure median
Gross margin 61.55% 76.38% 57.91%
Operating margin 6.77% 1.05% 0.00%
Net margin (11.20%) 4.90% 0.00%
Free cash flow margin (1.47%) 13.83% 0.00%
Return on equity (5.47%) 6.43% 0.00%
Return on assets (2.33%) 3.64% 0.00%
Return on invested capital 1.20% 1.57% 0.00%

Growth

Metric GPN IOT Software Infrastructure median
Revenue growth (TTM) 61.04% 29.50% 14.42%
EPS growth (last fiscal year) (6.01%) 94.32% 17.35%
Revenue growth, 5-year CAGR 0.75% 45.30% 16.15%
Net income growth, 5-year CAGR 19.09% 0.00% 0.00%

Health

Metric GPN IOT Software Infrastructure median
Debt to equity 0.95 0.00 0.02
Current ratio 0.82 1.62 1.53
Net debt to EBITDA 3.98 29.44 0.05

Dividend

Metric GPN IOT Software Infrastructure median
Dividend yield 1.03% — 1.04%
Payout ratio — — 0.29

Size

Metric GPN IOT Software Infrastructure median
Market cap 25.13b 24.06b 606.60m

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