Samsara Inc. (IOT) vs Zscaler, Inc. (ZS)
- Samsara Inc. IOT 41.74 −1.53%
- Zscaler, Inc. ZS 212.25 +5.18%
Samsara Inc. and Zscaler, Inc. are both Software Infrastructure companies. Zscaler, Inc. is the larger, with a market value of $33.4B against $24.8B — 1.3× the size. Zscaler, Inc. has negative trailing earnings, so its P/E is not meaningful; Samsara Inc. trades at 255×. Samsara Inc. grew revenue faster over the last twelve months: 29.5% against 25.4%. Samsara Inc. has the higher net margin (4.90% vs −1.88%) and the higher return on invested capital (1.57% vs −10.2%). Across the 20 metrics below, Samsara Inc. leads on 10 and Zscaler, Inc. on 10.
Valuation
Profitability
| Metric | IOT | ZS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 76.38% | 76.80% | 61.00% |
| Operating margin | 1.05% | (3.98%) | 0.00% |
| Net margin | 4.90% | (1.88%) | 0.00% |
| Free cash flow margin | 13.83% | 23.24% | 1.67% |
| Return on equity | 6.43% | (2.87%) | 0.60% |
| Return on assets | 3.64% | (0.88%) | 0.00% |
| Return on invested capital | 1.57% | (10.15%) | 0.00% |
Growth
Health
Dividend
Size
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