Samsara Inc. (IOT) vs Nutanix (NTNX)

Samsara Inc. and Nutanix are both Software Infrastructure companies. Samsara Inc. is the larger, with a market value of $23.1B against $18.5B — 1.3× the size. Nutanix trades at the lower P/E: 12.2× against 232×. Samsara Inc. grew revenue faster over the last twelve months: 29.5% against 12.4%. Nutanix has the higher net margin (52.8% vs 4.90%) and the lower return on invested capital (0.00% vs 1.57%). Across the 21 metrics below, Nutanix leads on 16 and Samsara Inc. on 5.

Valuation

Metric IOT NTNX Software Infrastructure median
P/E 232.17 12.21 28.02
P/S 12.00 6.45 3.07
P/B 13.84 26.20 3.36
Price to free cash flow 86.79 21.90 17.12
EV/EBITDA 433.71 49.69 14.91
EV/Sales 11.55 6.10 3.03
Earnings yield 0.43% 8.19% 0.13%
Free cash flow yield 1.15% 4.57% 1.15%

Profitability

Metric IOT NTNX Software Infrastructure median
Gross margin 76.38% 86.80% 61.23%
Operating margin 1.05% 9.60% 0.00%
Net margin 4.90% 52.81% 0.00%
Free cash flow margin 13.83% 29.46% 1.67%
Return on equity 6.43% 37,461.61% 0.59%
Return on assets 3.64% 36.06% 0.00%
Return on invested capital 1.57% 0.00% 0.00%

Growth

Metric IOT NTNX Software Infrastructure median
Revenue growth (TTM) 29.50% 12.44% 13.41%
EPS growth (last fiscal year) 94.32% 695.38% —
Revenue growth, 5-year CAGR 45.30% 15.40% 15.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric IOT NTNX Software Infrastructure median
Debt to equity 0.00 1.92 0.06
Current ratio 1.62 1.80 1.55
Net debt to EBITDA 29.44 (2.89) 0.08

Dividend

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

Size

Metric IOT NTNX Software Infrastructure median
Market cap 23.07b 18.45b 835.96m

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