FROG vs. IOT: JFrog vs. Samsara Stock Comparison
How do JFrog (FROG) 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
JFrog (FROG) and Samsara (IOT) both belong to the Software industry, though FROG is classified under Systems Software while IOT falls under Application Software.
| Profile Item | FROG | IOT |
|---|---|---|
| Name | JFrog Ltd. | 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 | 12.45 billion USD | 24.00 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | September 16, 2020 | December 15, 2021 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | FROG | IOT |
|---|---|---|
| Total Return (1Y) | 77.72% | 9.09% |
| Total Return (3Y, Annualized) | 60.36% | 21.60% |
| Total Return (5Y, Annualized) | 22.50% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | FROG | IOT |
|---|---|---|
| Volatility (1Y, Annualized) | 80.78% | 59.96% |
| Beta (5Y) | 1.26 | 1.32 |
| Max Drawdown (5Y) | -56.17% | -70.38% |
| Avg. Volume (3M) | 1.95M | 5.41M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | FROG | IOT |
|---|---|---|
| Sharpe Ratio (1Y) | 0.91 | 0.08 |
| Sortino Ratio (1Y) | 1.48 | 0.13 |
Profitability
ROE (TTM)
JFrog (FROG) reports a negative ROE of -2.26%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Samsara (IOT) reports 6.43%, ranking against industry peers normally.
FROG
Software & Services industry group
-2.26%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- FROG
- -2.26%
- 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)
JFrog (FROG) reports a negative net margin of -3.28%, usually indicating a net loss over the period. Meanwhile Samsara (IOT) reports 4.90%, ranking against industry peers normally.
FROG
Software & Services industry group
-3.28%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- FROG
- -3.28%
- 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)
JFrog (FROG) reports a negative operating margin of -0.27%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Samsara (IOT) reports 0.96%, ranking against industry peers normally.
FROG
Software & Services industry group
-0.27%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- FROG
- -0.27%
- 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 | FROG | IOT |
|---|---|---|
| ROE (TTM) | -2.26% | 6.43% |
| ROA (TTM) | -1.85% | 0.49% |
| Net Margin (TTM) | -3.28% | 4.90% |
| Operating Margin (TTM) | -0.27% | 0.96% |
| Gross Margin (TTM) | 78.44% | 76.43% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while JFrog (FROG) at 24.12% is closer to the peer norm — faster top-line expansion for IOT.
EPS Growth
Neither JFrog (FROG) nor Samsara (IOT) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | FROG | IOT |
|---|---|---|
| Revenue Growth (YoY) | 24.12% | 29.57% |
| Revenue Growth (3Y CAGR) | 23.84% | 35.37% |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both JFrog (FROG) at 2.15 and Samsara (IOT) at 1.63 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
FROG
Software & Services industry group
2.15
- Max
- 5.11
- Q3
- 2.77
- FROG
- 2.15
- 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 JFrog (FROG) at 0.11 runs a more typical debt-to-equity mix.
FROG
Software & Services industry group
0.11
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- FROG
- 0.11
- 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 | FROG | IOT |
|---|---|---|
| Current Ratio (MRQ) | 2.15 | 1.63 |
| Debt / Equity (MRQ) | 0.11 | 0.04 |
| Net Debt / EBITDA | -- | -24.18 |
Dividends
Dividend Yield (TTM)
Neither JFrog (FROG) nor Samsara (IOT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
FROG
Software & Services industry group
0.00%
- FROG
- 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 JFrog (FROG) nor Samsara (IOT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
FROG
Software & Services industry group
0.00%
- FROG
- 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 | FROG | IOT |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Samsara (IOT) trades at 292.71 times trailing earnings, ranked against its peers, while JFrog (FROG) has no P/E ratio this period.
FROG
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- FROG
- --
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 JFrog (FROG) at 19.39 prices even higher, above its industry range.
FROG
Software & Services industry group
19.39
- FROG
- 19.39
- 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 JFrog (FROG) at 12.37 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.
FROG
Software & Services industry group
12.37
- Max
- 16.63
- FROG
- 12.37
- 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 | FROG | IOT |
|---|---|---|
| P/E Ratio (TTM) | -- | 292.71 |
| P/S Ratio (TTM) | 19.39 | 12.99 |
| P/B Ratio (MRQ) | 12.37 | 14.97 |
| Free Cash Flow Yield (TTM) | 1.85% | 1.09% |