Samsara vs Jack Henry & Associates
IOT and JKHY side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How IOT and JKHY compare
Samsara is the larger company, worth 2.2 times as much as Jack Henry & Associates ($24.6B against $11.3B).
On earnings, Jack Henry & Associates is cheaper: it trades at 23.1× trailing earnings, against 263× for Samsara.
Samsara grew revenue faster over the last twelve months (29.5% versus 7.1% for Jack Henry & Associates).
Jack Henry & Associates keeps more of each dollar of sales as profit, with a net margin of 19.8% compared with 4.9% at Samsara.
Jack Henry & Associates pays a dividend yielding 1.5%; Samsara does not pay one.
Jack Henry & Associates scores higher on the StockData Score (24 against 11 for Samsara), 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 | IOT | JKHY |
|---|---|---|
| Size and price | ||
| Market cap | $24.6B | $11.3B |
| Share price | $42.07 | $161.34 |
| Change, 1 year | 7.0% | 7.6% |
| Change, 5 years | – | 1.9% |
| Beta (5Y) | 1.71 | 0.45 |
| Employees | 4,100 | 7,300 |
| StockData Score | ||
| Total score | 11 | 24 (better) |
| Valuation score | 0 | 4 (better) |
| Growth score | 2 | 4 (better) |
| Performance score | 3 | 6 (better) |
| Health score | 6 | 6 |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 263× | 23.1× (better) |
| P/S | 13.3× | 4.4× (better) |
| P/B | 15.4× | 5.5× (better) |
| EV/EBITDA | 495× | 17.8× (better) |
| P/FCF | 96.4× | 16.3× (better) |
| PEG | – | 1.99 |
| FCF yield | 1.0% | 6.1% (better) |
| Fair value | $2.85 | $182.31 |
| Margin of safety | −1377% | 11.5% (better) |
| Growth | ||
| Revenue growth (TTM) | 29.5% (better) | 7.1% |
| Revenue growth, 5Y average | 45.3% (better) | 7.7% |
| Net income growth (TTM) | – | 10.3% |
| EPS growth (TTM) | – | 11.9% |
| EPS growth, 5Y average | – | 11.1% |
| Profitability | ||
| Gross margin | 76.4% (better) | 43.7% |
| Operating margin | 1.0% | 25.0% (better) |
| Net margin | 4.9% | 19.8% (better) |
| FCF margin | 13.8% | 27.3% (better) |
| Return on equity | 6.4% | 24.0% (better) |
| Return on invested capital | 1.5% | 24.0% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 1.62 (better) | 1.17 |
| Altman Z-score | 12.83 (better) | 9.36 |
| Piotroski F-score | 7 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 1.5% |
| Payout ratio | – | 33.9% |
| Years of dividend growth | – | 17 |
| Dividend growth, 5Y average | – | 6.0% |
| Buyback yield | – | 3.9% |
| Shareholder yield | 0.00% | 5.4% (better) |
| Ownership | ||
| Held by institutions | 67.4% | 99.1% |
| Held by insiders | 65.3% | 0.61% |
| Insider net buying, 12 months | −$374M | −$3.2M (better) |
| Short interest, % of float | 15.5% | 6.9% |
Go deeper
- IOT stock overview
- IOT income statement
- IOT valuation and score
- JKHY stock overview
- JKHY income statement
- JKHY valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.