BSY vs. IOT: Bentley Systems vs. Samsara Stock Comparison
How do Bentley Systems (BSY) 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
Bentley Systems (BSY) 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 | BSY | IOT |
|---|---|---|
| Name | Bentley Systems, Incorporated Class B 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 | 13.50 billion USD | 24.00 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | September 23, 2020 | December 15, 2021 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BSY | IOT |
|---|---|---|
| Total Return (1Y) | -2.57% | 9.09% |
| Total Return (3Y, Annualized) | -3.01% | 21.60% |
| Total Return (5Y, Annualized) | -5.13% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BSY | IOT |
|---|---|---|
| Volatility (1Y, Annualized) | 41.49% | 59.96% |
| Beta (5Y) | 0.92 | 1.32 |
| Max Drawdown (5Y) | -53.94% | -70.38% |
| Avg. Volume (3M) | 2.67M | 5.41M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BSY | IOT |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | 0.08 |
| Sortino Ratio (1Y) | -0.25 | 0.13 |
Profitability
ROE (TTM)
Bentley Systems (BSY) at 26.03% sits in the top ROE quartile, while Samsara (IOT) at 6.43% is closer to the peer norm — stronger capital efficiency for BSY.
BSY
Software & Services industry group
26.03%
- Max
- 53.85%
- BSY
- 26.03%
- 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)
Bentley Systems (BSY) at 19.57% retains a top-quartile share of revenue as profit, ahead of Samsara (IOT) at 4.90%, which keeps about the industry-typical share.
BSY
Software & Services industry group
19.57%
- Max
- 41.17%
- BSY
- 19.57%
- 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)
Bentley Systems (BSY) at 29.81% operates in the top operating margin quartile, ahead of Samsara (IOT) at 0.96%, which runs around its industry’s norm.
BSY
Software & Services industry group
29.81%
- Max
- 46.89%
- BSY
- 29.81%
- 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 | BSY | IOT |
|---|---|---|
| ROE (TTM) | 26.03% | 6.43% |
| ROA (TTM) | 7.73% | 0.49% |
| Net Margin (TTM) | 19.57% | 4.90% |
| Operating Margin (TTM) | 29.81% | 0.96% |
| Gross Margin (TTM) | 82.37% | 76.43% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Bentley Systems (BSY) at 10.99% is closer to the peer norm — faster top-line expansion for IOT.
EPS Growth
Only one side can be read here: Bentley Systems (BSY) reports EPS growth of 18.06%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.
Growth Metrics
| Metric | BSY | IOT |
|---|---|---|
| Revenue Growth (YoY) | 10.99% | 29.57% |
| Revenue Growth (3Y CAGR) | 10.97% | 35.37% |
| EPS Growth (YoY) | 18.06% | -- |
| EPS Growth (3Y CAGR) | 15.62% | -- |
Financial Strength
Current Ratio (MRQ)
Samsara (IOT) at 1.63 keeps current ratio within its industry’s typical mid-range, while Bentley Systems (BSY) at 0.65 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for BSY.
BSY
Software & Services industry group
0.65
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- BSY
- 0.65
- 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 Bentley Systems (BSY) at 0.94 runs a more typical debt-to-equity mix.
BSY
Software & Services industry group
0.94
- Max
- 2.52
- Q3
- 1.13
- BSY
- 0.94
- 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 | BSY | IOT |
|---|---|---|
| Current Ratio (MRQ) | 0.65 | 1.63 |
| Debt / Equity (MRQ) | 0.94 | 0.04 |
| Net Debt / EBITDA | 2.12 | -24.18 |
Dividends
Dividend Yield (TTM)
Samsara (IOT) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Bentley Systems (BSY) reports a yield of 0.62%, ranking against industry peers normally.
BSY
Software & Services industry group
0.62%
- BSY
- 0.62%
- 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)
Samsara (IOT) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Bentley Systems (BSY) reports a payout of 27.72%, ranking against industry peers normally.
BSY
Software & Services industry group
27.72%
- BSY
- 27.72%
- 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 | BSY | IOT |
|---|---|---|
| Dividend Yield (TTM) | 0.62% | 0.00% |
| Dividend Payout Ratio (TTM) | 27.72% | 0.00% |
Valuation
P/E Ratio (TTM)
Bentley Systems (BSY) at 44.21 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.
BSY
Software & Services industry group
44.21
- Max
- 112.94
- Q3
- 60.32
- BSY
- 44.21
- Median
- 32.91
- 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)
Bentley Systems (BSY) at 8.19 is priced about in line with its industry on P/S ratio, while Samsara (IOT) at 12.99 sits in the pricier quartile — IOT costs more per dollar of sales.
BSY
Software & Services industry group
8.19
- Max
- 17.91
- Q3
- 8.78
- BSY
- 8.19
- 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 Bentley Systems (BSY) at 10.79 and Samsara (IOT) at 14.97 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
BSY
Software & Services industry group
10.79
- Max
- 16.63
- BSY
- 10.79
- 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 | BSY | IOT |
|---|---|---|
| P/E Ratio (TTM) | 44.21 | 292.71 |
| P/S Ratio (TTM) | 8.19 | 12.99 |
| P/B Ratio (MRQ) | 10.79 | 14.97 |
| Free Cash Flow Yield (TTM) | 2.74% | 1.09% |