Samsara Inc. (IOT) vs Toast, Inc. (TOST)
- Samsara Inc. IOT 40.36 −1.78%
- Toast, Inc. TOST 35.18 +0.06%
Samsara Inc. and Toast, Inc. are both Software Infrastructure companies. Samsara Inc. is the larger, with a market value of $24.1B against $20.4B — 1.2× the size. Toast, Inc. trades at the lower P/E: 37.6× against 253×. Samsara Inc. grew revenue faster over the last twelve months: 29.5% against 22.1%. Toast, Inc. has the higher net margin (7.69% vs 4.90%) and the higher return on invested capital (79.6% vs 1.57%). Across the 20 metrics below, Toast, Inc. leads on 17 and Samsara Inc. on 3.
Valuation
Profitability
| Metric | IOT | TOST | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 76.38% | 26.97% | 57.45% |
| Operating margin | 1.05% | 7.16% | 0.00% |
| Net margin | 4.90% | 7.69% | 0.00% |
| Free cash flow margin | 13.83% | 8.45% | 0.00% |
| Return on equity | 6.43% | 25.58% | 0.00% |
| Return on assets | 3.64% | 17.33% | 0.00% |
| Return on invested capital | 1.57% | 79.60% | 0.00% |
Growth
Health
Dividend
Size
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