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FTNT vs. IOT: Fortinet vs. Samsara Stock Comparison

How do Fortinet (FTNT) 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

Fortinet (FTNT) and Samsara (IOT) both belong to the Software industry, though FTNT is classified under Systems Software while IOT falls under Application Software.

Company profile comparison for Fortinet (FTNT) and Samsara (IOT)
Profile ItemFTNTIOT
NameFortinet, Inc.Samsara Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustrySystems SoftwareApplication Software
Market Capitalization87.31 billion USD24.00 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateNovember 18, 2009December 15, 2021
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FTNT
IOT
GSPC
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Fortinet (FTNT) vs. Samsara (IOT), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Fortinet (FTNT) and Samsara (IOT). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Fortinet (FTNT) and Samsara (IOT). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Fortinet (FTNT) and Samsara (IOT)
MetricFTNTIOT
Total Return (1Y)49.91%9.09%
Total Return (3Y, Annualized)35.15%21.60%
Total Return (5Y, Annualized)11.92%--

Risk Profile

Drawdown History

FTNT
IOT
GSPC
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Fortinet (FTNT) vs. Samsara (IOT), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Fortinet (FTNT) and Samsara (IOT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Fortinet (FTNT) and Samsara (IOT)
MetricFTNTIOT
Volatility (1Y, Annualized)49.03%59.96%
Beta (5Y)1.071.32
Max Drawdown (5Y)-38.98%-70.38%
Avg. Volume (3M)4.68M5.41M

Risk-Adjusted Performance

Risk-Return Positioning

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FTNT and IOT are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Fortinet (FTNT) and Samsara (IOT)
MetricFTNTIOT
Sharpe Ratio (1Y)0.930.08
Sortino Ratio (1Y)1.370.13

Profitability

ROE (TTM)

Fortinet (FTNT) at 153.08% 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.

FTNT

Software & Services industry group

153.08%

FTNT
153.08%
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%
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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Fortinet (FTNT) at 28.96% retains a top-quartile share of revenue as profit, ahead of Samsara (IOT) at 4.90%, which keeps about the industry-typical share.

FTNT

Software & Services industry group

28.96%

Max
41.17%
FTNT
28.96%
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%
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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Fortinet (FTNT) at 33.82% operates in the top operating margin quartile, ahead of Samsara (IOT) at 0.96%, which runs around its industry’s norm.

FTNT

Software & Services industry group

33.82%

Max
46.89%
FTNT
33.82%
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%
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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Fortinet (FTNT) and Samsara (IOT)
MetricFTNTIOT
ROE (TTM)153.08%6.43%
ROA (TTM)15.22%0.49%
Net Margin (TTM)28.96%4.90%
Operating Margin (TTM)33.82%0.96%
Gross Margin (TTM)79.75%76.43%

Growth

Revenue Growth

Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Fortinet (FTNT) at 14.17% is closer to the peer norm — faster top-line expansion for IOT.

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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Fortinet (FTNT) reports EPS growth of 7.08%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.

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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Fortinet (FTNT) and Samsara (IOT)
MetricFTNTIOT
Revenue Growth (YoY)14.17%29.57%
Revenue Growth (3Y CAGR)15.46%35.37%
EPS Growth (YoY)7.08%--
EPS Growth (3Y CAGR)31.68%--

Financial Strength

Current Ratio (MRQ)

Both Fortinet (FTNT) at 1.40 and Samsara (IOT) at 1.63 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

FTNT

Software & Services industry group

1.40

Max
5.11
Q3
2.77
Median
1.67
FTNT
1.40
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
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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Samsara (IOT) at 0.04 keeps leverage in the lower industry quartile, while Fortinet (FTNT) at 0.25 runs a more typical debt-to-equity mix.

FTNT

Software & Services industry group

0.25

Max
2.52
Q3
1.13
Median
0.40
FTNT
0.25
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
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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Fortinet (FTNT) and Samsara (IOT)
MetricFTNTIOT
Current Ratio (MRQ)1.401.63
Debt / Equity (MRQ)0.250.04
Net Debt / EBITDA-1.54-24.18

Dividends

Dividend Yield (TTM)

Neither Fortinet (FTNT) nor Samsara (IOT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

FTNT

Software & Services industry group

0.00%

FTNT
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%
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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither Fortinet (FTNT) nor Samsara (IOT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

FTNT

Software & Services industry group

0.00%

FTNT
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%
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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Fortinet (FTNT) and Samsara (IOT)
MetricFTNTIOT
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Fortinet (FTNT) at 38.84 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.

FTNT

Software & Services industry group

38.84

Max
112.94
Q3
60.32
FTNT
38.84
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
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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

Both Fortinet (FTNT) at 11.08 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.

FTNT

Software & Services industry group

11.08

Max
17.91
FTNT
11.08
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
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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Samsara (IOT) at 14.97 sits in the upper P/B ratio quartile, and Fortinet (FTNT) at 38.85 prices even higher, above its industry range.

FTNT

Software & Services industry group

38.85

FTNT
38.85
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
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Fortinet (FTNT) vs. Samsara (IOT): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Fortinet (FTNT) and Samsara (IOT)
MetricFTNTIOT
P/E Ratio (TTM)38.84292.71
P/S Ratio (TTM)11.0812.99
P/B Ratio (MRQ)38.8514.97
Free Cash Flow Yield (TTM)2.85%1.09%