Samsara vs Waystar
IOT and WAY 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 WAY compare
Samsara is the larger company, worth 4.5 times as much as Waystar ($24.2B against $5.4B).
On earnings, Waystar is cheaper: it trades at 40.6× trailing earnings, against 259× for Samsara.
Samsara grew revenue faster over the last twelve months (29.5% versus 21.4% for Waystar).
Waystar keeps more of each dollar of sales as profit, with a net margin of 10.7% compared with 4.9% at Samsara.
Waystar scores higher on the StockData Score (13 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 | WAY |
|---|---|---|
| Size and price | ||
| Market cap | $24.2B | $5.4B |
| Share price | $41.36 | $27.99 |
| Change, 1 year | 4.9% | −24.1% |
| Beta (5Y) | 1.71 | 0.92 |
| Employees | 4,100 | 340 |
| StockData Score | ||
| Total score | 11 | 13 (better) |
| Valuation score | 0 | 3 (better) |
| Growth score | 2 | 4 (better) |
| Performance score | 3 | 3 |
| Health score | 6 (better) | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 259× | 40.6× (better) |
| P/S | 13.1× | 4.3× (better) |
| P/B | 15.1× | 1.3× (better) |
| EV/EBITDA | 486× | 14.8× (better) |
| P/FCF | 94.8× | 20.3× (better) |
| FCF yield | 1.1% | 4.9% (better) |
| Fair value | $2.94 | $30.33 |
| Margin of safety | −1306% | 7.7% (better) |
| Growth | ||
| Revenue growth (TTM) | 29.5% (better) | 21.4% |
| Revenue growth, 5Y average | 45.3% | – |
| Net income growth (TTM) | – | 21.6% |
| EPS growth (TTM) | – | 11.3% |
| Profitability | ||
| Gross margin | 76.4% (better) | 69.4% |
| Operating margin | 1.0% | 21.9% (better) |
| Net margin | 4.9% | 10.7% (better) |
| FCF margin | 13.8% | 20.9% (better) |
| Return on equity | 6.4% (better) | 3.7% |
| Return on invested capital | 1.5% | 4.2% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.36 (better) |
| Net debt / EBITDA | – | 2.69 |
| Current ratio | 1.62 | 2.10 (better) |
| Altman Z-score | 12.62 (better) | 2.13 |
| Piotroski F-score | 7 | 7 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 67.4% | 110% |
| Held by insiders | 76.5% | 63.5% |
| Insider net buying, 12 months | −$415M | −$12.0M (better) |
| Short interest, % of float | 23.4% | 21.5% |
Go deeper
- IOT stock overview
- IOT income statement
- IOT valuation and score
- WAY stock overview
- WAY income statement
- WAY valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.