Samsara Inc. (IOT) vs MongoDB, Inc. (MDB)

Samsara Inc. and MongoDB, Inc. are both Software Infrastructure companies. MongoDB, Inc. is the larger, with a market value of $29.0B against $24.8B — 1.2× the size. Samsara Inc. trades at the lower P/E: 255× against 487×. Samsara Inc. grew revenue faster over the last twelve months: 29.5% against 25.5%. Samsara Inc. has the higher net margin (4.90% vs 2.12%) and the higher return on invested capital (1.57% vs −1.60%). Across the 20 metrics below, Samsara Inc. leads on 12 and MongoDB, Inc. on 8.

Valuation

Metric IOT MDB Software Infrastructure median
P/E 255.29 487.45 28.52
P/S 13.20 10.43 3.13
P/B 15.22 9.74 3.18
Price to free cash flow 95.44 44.06 17.17
EV/EBITDA 478.58 1,257.55 15.10
EV/Sales 12.75 10.38 3.19
Earnings yield 0.39% 0.21% 0.10%
Free cash flow yield 1.05% 2.27% 1.10%

Profitability

Metric IOT MDB Software Infrastructure median
Gross margin 76.38% 72.69% 61.00%
Operating margin 1.05% (0.52%) 0.00%
Net margin 4.90% 2.12% 0.00%
Free cash flow margin 13.83% 23.68% 1.67%
Return on equity 6.43% 1.99% 0.60%
Return on assets 3.64% 1.61% 0.00%
Return on invested capital 1.57% (1.60%) 0.00%

Growth

Metric IOT MDB Software Infrastructure median
Revenue growth (TTM) 29.50% 25.45% 13.41%
EPS growth (last fiscal year) 94.32% 49.13% 27.10%
Revenue growth, 5-year CAGR 45.30% 33.07% 15.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric IOT MDB Software Infrastructure median
Debt to equity 0.00 0.00 0.05
Current ratio 1.62 4.87 1.55
Net debt to EBITDA 29.44 23.98 0.08

Dividend

Metric IOT MDB Software Infrastructure median
Dividend yield — — 1.22%
Payout ratio — — 0.29

Size

Metric IOT MDB Software Infrastructure median
Market cap 24.82b 28.96b 845.81m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack