CTSH vs. IOT: Cognizant vs. Samsara Stock Comparison
How do Cognizant (CTSH) 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
Cognizant (CTSH) and Samsara (IOT) both fall under the Software & Services industry group, but CTSH is classified in IT Services while IOT is classified in Software.
Cognizant (CTSH) has more than two decades of public-market history since June 19, 1998, whereas Samsara (IOT) listed on December 15, 2021 and has a much shorter record to draw on.
| Profile Item | CTSH | IOT |
|---|---|---|
| Name | Cognizant Technology Solutions Corp. 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 | IT Services | Software |
| GICS Sub-Industry | IT Consulting & Other Services | Application Software |
| Market Capitalization | 28.93 billion USD | 24.00 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | June 19, 1998 | December 15, 2021 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CTSH | IOT |
|---|---|---|
| Total Return (1Y) | -10.80% | 9.09% |
| Total Return (3Y, Annualized) | 1.40% | 21.60% |
| Total Return (5Y, Annualized) | -2.88% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CTSH | IOT |
|---|---|---|
| Volatility (1Y, Annualized) | 43.62% | 59.96% |
| Beta (5Y) | 0.83 | 1.32 |
| Max Drawdown (5Y) | -56.08% | -70.38% |
| Avg. Volume (3M) | 6.65M | 5.41M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CTSH | IOT |
|---|---|---|
| Sharpe Ratio (1Y) | -0.35 | 0.08 |
| Sortino Ratio (1Y) | -0.50 | 0.13 |
Profitability
ROE (TTM)
Both Cognizant (CTSH) at 17.37% 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.
CTSH
Software & Services industry group
17.37%
- Max
- 53.85%
- Q3
- 17.90%
- CTSH
- 17.37%
- 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)
Both Cognizant (CTSH) at 11.75% 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.
CTSH
Software & Services industry group
11.75%
- Max
- 41.17%
- Q3
- 15.28%
- CTSH
- 11.75%
- 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)
Both Cognizant (CTSH) at 16.30% and Samsara (IOT) at 0.96% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
CTSH
Software & Services industry group
16.30%
- Max
- 46.89%
- Q3
- 17.64%
- CTSH
- 16.30%
- 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 | CTSH | IOT |
|---|---|---|
| ROE (TTM) | 17.37% | 6.43% |
| ROA (TTM) | 10.78% | 0.49% |
| Net Margin (TTM) | 11.75% | 4.90% |
| Operating Margin (TTM) | 16.30% | 0.96% |
| Gross Margin (TTM) | 33.42% | 76.43% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Cognizant (CTSH) at 6.95% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Only one side can be read here: Cognizant (CTSH) reports EPS growth of 1.11%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.
Growth Metrics
| Metric | CTSH | IOT |
|---|---|---|
| Revenue Growth (YoY) | 6.95% | 29.57% |
| Revenue Growth (3Y CAGR) | 2.80% | 35.37% |
| EPS Growth (YoY) | 1.11% | -- |
| EPS Growth (3Y CAGR) | 1.12% | -- |
Financial Strength
Current Ratio (MRQ)
Both Cognizant (CTSH) at 2.22 and Samsara (IOT) at 1.63 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
CTSH
Software & Services industry group
2.22
- Max
- 5.11
- Q3
- 2.77
- CTSH
- 2.22
- 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 Cognizant (CTSH) at 0.14 runs a more typical debt-to-equity mix.
CTSH
Software & Services industry group
0.14
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- CTSH
- 0.14
- 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 | CTSH | IOT |
|---|---|---|
| Current Ratio (MRQ) | 2.22 | 1.63 |
| Debt / Equity (MRQ) | 0.14 | 0.04 |
| Net Debt / EBITDA | 0.14 | -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 Cognizant (CTSH) reports a yield of 1.98%, ranking against industry peers normally.
CTSH
Software & Services industry group
1.98%
- CTSH
- 1.98%
- 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 Cognizant (CTSH) reports a payout of 23.72%, ranking against industry peers normally.
CTSH
Software & Services industry group
23.72%
- CTSH
- 23.72%
- 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 | CTSH | IOT |
|---|---|---|
| Dividend Yield (TTM) | 1.98% | 0.00% |
| Dividend Payout Ratio (TTM) | 23.72% | 0.00% |
Valuation
P/E Ratio (TTM)
Cognizant (CTSH) at 11.81 sits in the cheaper P/E ratio quartile, while Samsara (IOT) at 292.71 trades above its peer range — a wide earnings-valuation gap relative to industry peers.
CTSH
Software & Services industry group
11.81
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- CTSH
- 11.81
- 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)
Cognizant (CTSH) at 1.32 looks cheap on sales in the lower P/S ratio quartile, while Samsara (IOT) at 12.99 looks rich in the upper quartile — a clear gap in price per dollar of revenue.
CTSH
Software & Services industry group
1.32
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- CTSH
- 1.32
- 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)
Cognizant (CTSH) at 1.97 is valued about in line with its industry on P/B ratio, while Samsara (IOT) at 14.97 carries an above-peer premium to book — IOT is pricier on assets.
CTSH
Software & Services industry group
1.97
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- CTSH
- 1.97
- 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 | CTSH | IOT |
|---|---|---|
| P/E Ratio (TTM) | 11.81 | 292.71 |
| P/S Ratio (TTM) | 1.32 | 12.99 |
| P/B Ratio (MRQ) | 1.97 | 14.97 |
| Free Cash Flow Yield (TTM) | 7.19% | 1.09% |