CRWD vs. IOT: CrowdStrike vs. Samsara Stock Comparison
How do CrowdStrike (CRWD) 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
CrowdStrike (CRWD) and Samsara (IOT) both belong to the Software industry, though CRWD is classified under Systems Software while IOT falls under Application Software.
| Profile Item | CRWD | IOT |
|---|---|---|
| Name | CrowdStrike Holdings, Inc. | 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 | Systems Software | Application Software |
| Market Capitalization | 222.09 billion USD | 24.00 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | June 12, 2019 | December 15, 2021 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CRWD | IOT |
|---|---|---|
| Total Return (1Y) | 66.51% | 9.09% |
| Total Return (3Y, Annualized) | 67.65% | 21.60% |
| Total Return (5Y, Annualized) | 25.12% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CRWD | IOT |
|---|---|---|
| Volatility (1Y, Annualized) | 57.45% | 59.96% |
| Beta (5Y) | 1.18 | 1.32 |
| Max Drawdown (5Y) | -67.69% | -70.38% |
| Avg. Volume (3M) | 9.95M | 5.41M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CRWD | IOT |
|---|---|---|
| Sharpe Ratio (1Y) | 1.08 | 0.08 |
| Sortino Ratio (1Y) | 1.74 | 0.13 |
Profitability
ROE (TTM)
Both CrowdStrike (CRWD) at 1.46% and Samsara (IOT) at 6.43% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
CRWD
Software & Services industry group
1.46%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- CRWD
- 1.46%
- 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)
Both CrowdStrike (CRWD) at 0.83% and Samsara (IOT) at 4.90% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
CRWD
Software & Services industry group
0.83%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- CRWD
- 0.83%
- 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)
CrowdStrike (CRWD) reports a negative operating margin of -2.26%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Samsara (IOT) reports 0.96%, ranking against industry peers normally.
CRWD
Software & Services industry group
-2.26%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- CRWD
- -2.26%
- 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 | CRWD | IOT |
|---|---|---|
| ROE (TTM) | 1.46% | 6.43% |
| ROA (TTM) | -0.78% | 0.49% |
| Net Margin (TTM) | 0.83% | 4.90% |
| Operating Margin (TTM) | -2.26% | 0.96% |
| Gross Margin (TTM) | 75.19% | 76.43% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while CrowdStrike (CRWD) at 21.71% is closer to the peer norm — faster top-line expansion for IOT.
EPS Growth
Neither CrowdStrike (CRWD) nor Samsara (IOT) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | CRWD | IOT |
|---|---|---|
| Revenue Growth (YoY) | 21.71% | 29.57% |
| Revenue Growth (3Y CAGR) | 29.01% | 35.37% |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both CrowdStrike (CRWD) at 1.57 and Samsara (IOT) at 1.63 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
CRWD
Software & Services industry group
1.57
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- CRWD
- 1.57
- 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 CrowdStrike (CRWD) at 0.16 runs a more typical debt-to-equity mix.
CRWD
Software & Services industry group
0.16
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- CRWD
- 0.16
- 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 | CRWD | IOT |
|---|---|---|
| Current Ratio (MRQ) | 1.57 | 1.63 |
| Debt / Equity (MRQ) | 0.16 | 0.04 |
| Net Debt / EBITDA | -39.24 | -24.18 |
Dividends
Dividend Yield (TTM)
Neither CrowdStrike (CRWD) nor Samsara (IOT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CRWD
Software & Services industry group
0.00%
- CRWD
- 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 CrowdStrike (CRWD) nor Samsara (IOT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CRWD
Software & Services industry group
0.00%
- CRWD
- 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 | CRWD | IOT |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both CrowdStrike (CRWD) at 3,615.00 and Samsara (IOT) at 292.71 trade above their industries’ P/E ratio peer ranges, pointing to unusually expensive trailing earnings relative to peers.
CRWD
Software & Services industry group
3,615.00
- CRWD
- 3,615.00
- Max
- 112.94
- Q3
- 60.32
- 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)
Both look expensive on sales: Samsara (IOT) at 12.99 sits in the upper P/S ratio quartile, and CrowdStrike (CRWD) at 41.16 prices even higher, above its industry range.
CRWD
Software & Services industry group
41.16
- CRWD
- 41.16
- Max
- 17.91
- 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 CrowdStrike (CRWD) at 43.53 prices even higher, above its industry range.
CRWD
Software & Services industry group
43.53
- CRWD
- 43.53
- 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 | CRWD | IOT |
|---|---|---|
| P/E Ratio (TTM) | 3,615.00 | 292.71 |
| P/S Ratio (TTM) | 41.16 | 12.99 |
| P/B Ratio (MRQ) | 43.53 | 14.97 |
| Free Cash Flow Yield (TTM) | 0.90% | 1.09% |