Samsara Inc. (IOT) vs Rubrik, Inc. (RBRK)
- Samsara Inc. IOT 39.42 −7.44%
- Rubrik, Inc. RBRK 112.41 −5.24%
Samsara Inc. and Rubrik, Inc. are both Software Infrastructure companies. Samsara Inc. and Rubrik, Inc. are of similar size ($24.9B and $24.6B). Rubrik, Inc. has negative trailing earnings, so its P/E is not meaningful; Samsara Inc. trades at 241×. Rubrik, Inc. grew revenue faster over the last twelve months: 42.5% against 29.5%. Samsara Inc. has the higher net margin (4.90% vs −16.5%) and the higher return on invested capital (1.57% vs 0.00%). Across the 17 metrics below, Rubrik, Inc. leads on 9 and Samsara Inc. on 8.
Valuation
Profitability
| Metric | IOT | RBRK | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 76.38% | 80.21% | 61.00% |
| Operating margin | 1.05% | (18.31%) | 0.00% |
| Net margin | 4.90% | (16.50%) | 0.00% |
| Free cash flow margin | 13.83% | 18.56% | 1.67% |
| Return on equity | 6.43% | 47.83% | 0.60% |
| Return on assets | 3.64% | (9.72%) | 0.00% |
| Return on invested capital | 1.57% | 0.00% | 0.00% |
Growth
Health
Dividend
Size
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