Samsara Inc. (IOT) vs Joint Stock Company Kaspi.kz Sponsored ADR (KSPI)

Samsara Inc. and Joint Stock Company Kaspi.kz Sponsored ADR are both Software Infrastructure companies. Samsara Inc. is the larger, with a market value of $23.1B against $17.8B — 1.3× the size. Joint Stock Company Kaspi.kz Sponsored ADR trades at the lower P/E: 8.7× against 232×. Joint Stock Company Kaspi.kz Sponsored ADR grew revenue faster over the last twelve months: 35.3% against 29.5%. Joint Stock Company Kaspi.kz Sponsored ADR has the higher net margin (23.9% vs 4.90%) and the higher return on invested capital (61.4% vs 1.57%). Across the 18 metrics below, Joint Stock Company Kaspi.kz Sponsored ADR leads on 14 and Samsara Inc. on 4.

Valuation

Metric IOT KSPI Software Infrastructure median
P/E 232.17 8.66 28.02
P/S 12.00 2.11 3.07
P/B 13.84 3.17 3.36
Price to free cash flow 86.79 9.43 17.12
EV/EBITDA 433.71 n/m 14.91
EV/Sales 11.55 1.75 3.03
Earnings yield 0.43% 11.55% 0.13%
Free cash flow yield 1.15% 10.61% 1.15%

Profitability

Metric IOT KSPI Software Infrastructure median
Gross margin 76.38% 76.07% 61.23%
Operating margin 1.05% 0.00% 0.00%
Net margin 4.90% 23.92% 0.00%
Free cash flow margin 13.83% 22.40% 1.67%
Return on equity 6.43% 42.03% 0.59%
Return on assets 3.64% 9.06% 0.00%
Return on invested capital 1.57% 61.43% 0.00%

Growth

Metric IOT KSPI Software Infrastructure median
Revenue growth (TTM) 29.50% 35.27% 13.41%
EPS growth (last fiscal year) 94.32% 2.90% —
Revenue growth, 5-year CAGR 45.30% — 15.81%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric IOT KSPI Software Infrastructure median
Debt to equity 0.00 0.00 0.06
Current ratio 1.62 0.99 1.55
Net debt to EBITDA 29.44 0.00 0.08

Dividend

Metric IOT KSPI Software Infrastructure median
Dividend yield — 7.20% 1.53%
Payout ratio 0.00 — 0.00

Size

Metric IOT KSPI Software Infrastructure median
Market cap 23.07b 17.75b 835.96m

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