Axon Enterprise vs Samsara
AXON and IOT side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AXON and IOT compare
Axon Enterprise is the larger company, worth 1.4 times as much as Samsara ($34.8B against $24.6B).
On earnings, Axon Enterprise is cheaper: it trades at 177× trailing earnings, against 263× for Samsara.
Axon Enterprise grew revenue faster over the last twelve months (34.6% versus 29.5% for Samsara).
Axon Enterprise keeps more of each dollar of sales as profit, with a net margin of 6.2% compared with 4.9% at Samsara.
Samsara scores higher on the StockData Score (11 against 6 for Axon Enterprise), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AXON | IOT |
|---|---|---|
| Size and price | ||
| Market cap | $34.8B | $24.6B |
| Share price | $427.77 | $42.07 |
| Change, 1 year | −43.7% | 7.0% |
| Change, 5 years | 134% | – |
| Beta (5Y) | 1.49 | 1.71 |
| Employees | 5,100 | 4,100 |
| StockData Score | ||
| Total score | 6 | 11 (better) |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 2 |
| Performance score | 1 | 3 (better) |
| Health score | 2 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 177× (better) | 263× |
| P/S | 10.8× (better) | 13.3× |
| P/B | 9.5× (better) | 15.4× |
| EV/EBITDA | 269× (better) | 495× |
| P/FCF | 261× | 96.4× (better) |
| FCF yield | 0.38% | 1.0% (better) |
| Fair value | $74.82 | $2.85 |
| Margin of safety | −472% (better) | −1377% |
| Growth | ||
| Revenue growth (TTM) | 34.6% (better) | 29.5% |
| Revenue growth, 5Y average | 32.5% | 45.3% (better) |
| Net income growth (TTM) | −38.9% | – |
| EPS growth (TTM) | −40.3% | – |
| Profitability | ||
| Gross margin | 59.4% | 76.4% (better) |
| Operating margin | 0.74% | 1.0% (better) |
| Net margin | 6.2% (better) | 4.9% |
| FCF margin | 4.1% | 13.8% (better) |
| Return on equity | 6.2% | 6.4% (better) |
| Return on invested capital | 0.65% | 1.5% (better) |
| Financial health | ||
| Debt / equity | 0.47 (better) | 0.00 |
| Net debt / EBITDA | 7.81 | – |
| Interest coverage | 0.2× | – |
| Current ratio | 2.15 (better) | 1.62 |
| Altman Z-score | 6.39 | 12.83 (better) |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 89.1% | 67.4% |
| Held by insiders | 5.4% | 65.3% |
| Insider net buying, 12 months | −$130M (better) | −$374M |
| Short interest, % of float | 5.1% | 15.5% |
Go deeper
- AXON stock overview
- AXON income statement
- AXON valuation and score
- IOT stock overview
- IOT income statement
- IOT valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.