APP vs. IOT: AppLovin vs. Samsara Stock Comparison
How do AppLovin (APP) and Samsara (IOT) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
AppLovin (APP) and Samsara (IOT) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
| Profile Item | APP | IOT |
|---|---|---|
| Name | AppLovin Corporation Class A Common Stock | Samsara Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Application Software | Application Software |
| Market Capitalization | 129.62 billion USD | 24.00 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | April 15, 2021 | December 15, 2021 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APP | IOT |
|---|---|---|
| Total Return (1Y) | -34.71% | 9.09% |
| Total Return (3Y, Annualized) | 116.87% | 21.60% |
| Total Return (5Y, Annualized) | 31.34% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | APP | IOT |
|---|---|---|
| Volatility (1Y, Annualized) | 80.36% | 59.96% |
| Beta (5Y) | 2.25 | 1.32 |
| Max Drawdown (5Y) | -91.90% | -70.38% |
| Avg. Volume (3M) | 5.33M | 5.41M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APP | IOT |
|---|---|---|
| Sharpe Ratio (1Y) | -0.49 | 0.08 |
| Sortino Ratio (1Y) | -0.69 | 0.13 |
Profitability
ROE (TTM)
AppLovin (APP) at 210.09% clears its industry range for ROE, a sharper capital-efficiency signal than Samsara (IOT) at 6.43%, which is closer to a typical peer reading.
APP
Software & Services industry group
210.09%
- APP
- 210.09%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
IOT
Software & Services industry group
6.43%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- IOT
- 6.43%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
AppLovin (APP) at 65.89% converts revenue to bottom-line profit above its industry’s benchmark range, while Samsara (IOT) at 4.90% keeps roughly the typical share for its industry.
APP
Software & Services industry group
65.89%
- APP
- 65.89%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
IOT
Software & Services industry group
4.90%
- Max
- 41.17%
- Q3
- 15.28%
- IOT
- 4.90%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
AppLovin (APP) at 78.22% turns sales into operating profit above its industry’s benchmark range, while Samsara (IOT) at 0.96% operates around its industry’s norm.
APP
Software & Services industry group
78.22%
- APP
- 78.22%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
IOT
Software & Services industry group
0.96%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- IOT
- 0.96%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | APP | IOT |
|---|---|---|
| ROE (TTM) | 210.09% | 6.43% |
| ROA (TTM) | 49.57% | 0.49% |
| Net Margin (TTM) | 65.89% | 4.90% |
| Operating Margin (TTM) | 78.22% | 0.96% |
| Gross Margin (TTM) | 88.78% | 76.43% |
Growth
Revenue Growth
Both companies are growing quickly, but AppLovin (APP) at 69.99% is the standout with revenue growth above its industry range; Samsara (IOT) at 29.57% also sits in the top quartile.
EPS Growth
Only one side can be read here: AppLovin (APP) reports EPS growth of 115.23%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.
Growth Metrics
| Metric | APP | IOT |
|---|---|---|
| Revenue Growth (YoY) | 69.99% | 29.57% |
| Revenue Growth (3Y CAGR) | 24.84% | 35.37% |
| EPS Growth (YoY) | 115.23% | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Samsara (IOT) at 1.63 keeps current ratio within its industry’s typical mid-range, while AppLovin (APP) at 3.81 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
APP
Software & Services industry group
3.81
- Max
- 5.11
- APP
- 3.81
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
IOT
Software & Services industry group
1.63
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- IOT
- 1.63
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Samsara (IOT) at 0.04 keeps leverage in the lower industry quartile, while AppLovin (APP) at 1.07 runs a more typical debt-to-equity mix.
APP
Software & Services industry group
1.07
- Max
- 2.52
- Q3
- 1.13
- APP
- 1.07
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
IOT
Software & Services industry group
0.04
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- IOT
- 0.04
- Min
- 0.00
Financial Strength Metrics
| Metric | APP | IOT |
|---|---|---|
| Current Ratio (MRQ) | 3.81 | 1.63 |
| Debt / Equity (MRQ) | 1.07 | 0.04 |
| Net Debt / EBITDA | 0.06 | -24.18 |
Dividends
Dividend Yield (TTM)
Neither AppLovin (APP) nor Samsara (IOT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
IOT
Software & Services industry group
0.00%
- IOT
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither AppLovin (APP) nor Samsara (IOT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
IOT
Software & Services industry group
0.00%
- IOT
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APP | IOT |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
AppLovin (APP) at 26.34 is near its industry’s usual P/E ratio, while Samsara (IOT) at 292.71 sits above its peer range — an unusually expensive price for IOT’s trailing earnings.
APP
Software & Services industry group
26.34
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- APP
- 26.34
- Q1
- 18.77
- Min
- 6.69
IOT
Software & Services industry group
292.71
- IOT
- 292.71
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Both AppLovin (APP) at 17.04 and Samsara (IOT) at 12.99 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
APP
Software & Services industry group
17.04
- Max
- 17.91
- APP
- 17.04
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
IOT
Software & Services industry group
12.99
- Max
- 17.91
- IOT
- 12.99
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both look rich against book: Samsara (IOT) at 14.97 sits in the upper P/B ratio quartile, and AppLovin (APP) at 39.29 prices even higher, above its industry range.
APP
Software & Services industry group
39.29
- APP
- 39.29
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
IOT
Software & Services industry group
14.97
- Max
- 16.63
- IOT
- 14.97
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | APP | IOT |
|---|---|---|
| P/E Ratio (TTM) | 26.34 | 292.71 |
| P/S Ratio (TTM) | 17.04 | 12.99 |
| P/B Ratio (MRQ) | 39.29 | 14.97 |
| Free Cash Flow Yield (TTM) | 2.87% | 1.09% |