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Samsara Inc. (IOT) vs Toast, Inc. (TOST)

Samsara Inc. and Toast, Inc. are both Software Infrastructure companies. Samsara Inc. is the larger, with a market value of $24.9B against $18.7B — 1.3× the size. Toast, Inc. trades at the lower P/E: 38.0× against 241×. Samsara Inc. grew revenue faster over the last twelve months: 29.5% against 23.0%. Toast, Inc. has the higher net margin (7.14% vs 4.90%) and the higher return on invested capital (81.1% vs 1.57%). Across the 20 metrics below, Toast, Inc. leads on 17 and Samsara Inc. on 3.

Valuation

Metric IOT TOST Software Infrastructure median
P/E 241.10 38.04 28.38
P/S 12.46 2.68 2.98
P/B 14.37 8.92 2.93
Price to free cash flow 90.13 31.68 16.28
EV/EBITDA 451.04 28.56 13.92
EV/Sales 12.01 2.43 2.90
Earnings yield 0.41% 2.63% 0.14%
Free cash flow yield 1.11% 3.16% 1.24%

Profitability

Metric IOT TOST Software Infrastructure median
Gross margin 76.38% 26.72% 61.00%
Operating margin 1.05% 6.33% 0.00%
Net margin 4.90% 7.14% 0.00%
Free cash flow margin 13.83% 8.47% 1.67%
Return on equity 6.43% 25.16% 0.60%
Return on assets 3.64% 16.34% 0.00%
Return on invested capital 1.57% 81.14% 0.00%

Growth

Metric IOT TOST Software Infrastructure median
Revenue growth (TTM) 29.50% 23.04% 13.41%
EPS growth (last fiscal year) 94.32% 1,766.67% 27.10%
Revenue growth, 5-year CAGR 45.30% 49.53% 15.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric IOT TOST Software Infrastructure median
Debt to equity 0.00 0.00 0.05
Current ratio 1.62 2.40 1.55
Net debt to EBITDA 29.44 (4.38) 0.08

Dividend

Metric IOT TOST Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric IOT TOST Software Infrastructure median
Market cap 24.94b 18.72b 752.37m

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