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Samsara Inc. (IOT) vs Twilio Inc. (TWLO)

Samsara Inc. and Twilio Inc. are both Software Infrastructure companies. Twilio Inc. is the larger, with a market value of $31.1B against $24.1B — 1.3× the size. Twilio Inc. trades at the lower P/E: 24.3× against 253×. Samsara Inc. grew revenue faster over the last twelve months: 29.5% against 19.1%. Twilio Inc. has the higher net margin (21.8% vs 4.90%) and the higher return on invested capital (3.42% vs 1.57%). Across the 21 metrics below, Twilio Inc. leads on 17 and Samsara Inc. on 4.

Valuation

Metric IOT TWLO Software Infrastructure median
P/E 252.97 24.25 24.43
P/S 13.08 5.34 2.81
P/B 15.08 3.40 2.88
Price to free cash flow 94.57 28.23 17.94
EV/EBITDA 474.07 49.19 14.51
EV/Sales 12.63 5.02 2.91
Earnings yield 0.40% 4.12% 0.00%
Free cash flow yield 1.06% 3.54% 0.49%

Profitability

Metric IOT TWLO Software Infrastructure median
Gross margin 76.38% 48.58% 57.45%
Operating margin 1.05% 6.82% 0.00%
Net margin 4.90% 21.82% 0.00%
Free cash flow margin 13.83% 19.18% 0.00%
Return on equity 6.43% 14.91% 0.00%
Return on assets 3.64% 12.23% 0.00%
Return on invested capital 1.57% 3.42% 0.00%

Growth

Metric IOT TWLO Software Infrastructure median
Revenue growth (TTM) 29.50% 19.10% 14.28%
EPS growth (last fiscal year) 94.32% 131.82% 18.26%
Revenue growth, 5-year CAGR 45.30% 23.53% 16.15%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric IOT TWLO Software Infrastructure median
Debt to equity 0.00 0.11 0.02
Current ratio 1.62 4.47 1.53
Net debt to EBITDA 29.44 (3.57) 0.05

Dividend

Metric IOT TWLO Software Infrastructure median
Dividend yield — — 1.06%
Payout ratio — — 0.29

Size

Metric IOT TWLO Software Infrastructure median
Market cap 24.06b 31.10b 661.51m

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