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IBM vs. IOT: IBM vs. Samsara Stock Comparison

How do IBM (IBM) 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

IBM (IBM) and Samsara (IOT) both fall under the Software & Services industry group, but IBM is classified in IT Services while IOT is classified in Software.

IBM (IBM) has more than two decades of public-market history since January 2, 1962, whereas Samsara (IOT) listed on December 15, 2021 and has a much shorter record to draw on.

Company profile comparison for IBM (IBM) and Samsara (IOT)
Profile ItemIBMIOT
NameInternational Business Machines CorporationSamsara Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustryIT ServicesSoftware
GICS Sub-IndustryIT Consulting & Other ServicesApplication Software
Market Capitalization231.55 billion USD24.00 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJanuary 2, 1962December 15, 2021
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IBM
IOT
GSPC
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IBM (IBM) 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 IBM (IBM) and Samsara (IOT). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for IBM (IBM) and Samsara (IOT)
MetricIBMIOT
Total Return (1Y)-16.98%9.09%
Total Return (3Y, Annualized)22.40%21.60%
Total Return (5Y, Annualized)19.64%--

Risk Profile

Drawdown History

IBM
IOT
GSPC
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IBM (IBM) 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 IBM (IBM) and Samsara (IOT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for IBM (IBM) and Samsara (IOT)
MetricIBMIOT
Volatility (1Y, Annualized)48.48%59.96%
Beta (5Y)0.791.32
Max Drawdown (5Y)-37.50%-70.38%
Avg. Volume (3M)5.30M5.41M

Risk-Adjusted Performance

Risk-Return Positioning

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IBM 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 IBM (IBM) and Samsara (IOT)
MetricIBMIOT
Sharpe Ratio (1Y)-0.440.08
Sortino Ratio (1Y)-0.560.13

Profitability

ROE (TTM)

IBM (IBM) at 34.77% sits in the top ROE quartile, while Samsara (IOT) at 6.43% is closer to the peer norm — stronger capital efficiency for IBM.

IBM

Software & Services industry group

34.77%

Max
53.85%
IBM
34.77%
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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IBM (IBM) vs. Samsara (IOT): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

IBM (IBM) at 15.99% retains a top-quartile share of revenue as profit, ahead of Samsara (IOT) at 4.90%, which keeps about the industry-typical share.

IBM

Software & Services industry group

15.99%

Max
41.17%
IBM
15.99%
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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IBM (IBM) vs. Samsara (IOT): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both IBM (IBM) at 16.97% and Samsara (IOT) at 0.96% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

IBM

Software & Services industry group

16.97%

Max
46.89%
Q3
17.64%
IBM
16.97%
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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IBM (IBM) vs. Samsara (IOT): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for IBM (IBM) and Samsara (IOT)
MetricIBMIOT
ROE (TTM)34.77%6.43%
ROA (TTM)5.33%0.49%
Net Margin (TTM)15.99%4.90%
Operating Margin (TTM)16.97%0.96%
Gross Margin (TTM)57.97%76.43%

Growth

Revenue Growth

Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while IBM (IBM) at 7.62% is closer to the peer norm — faster top-line expansion for IOT.

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

EPS Growth

Only one side can be read here: IBM (IBM) reports EPS growth of 73.72%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for IBM (IBM) and Samsara (IOT)
MetricIBMIOT
Revenue Growth (YoY)7.62%29.57%
Revenue Growth (3Y CAGR)3.72%35.37%
EPS Growth (YoY)73.72%--
EPS Growth (3Y CAGR)83.76%--

Financial Strength

Current Ratio (MRQ)

Samsara (IOT) at 1.63 keeps current ratio within its industry’s typical mid-range, while IBM (IBM) at 0.86 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for IBM.

IBM

Software & Services industry group

0.86

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
IBM
0.86
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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IBM (IBM) 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 quartile, while IBM (IBM) at 1.85 sits in the higher-leverage quartile.

IBM

Software & Services industry group

1.85

Max
2.52
IBM
1.85
Q3
1.13
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
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IBM (IBM) 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 IBM (IBM) and Samsara (IOT)
MetricIBMIOT
Current Ratio (MRQ)0.861.63
Debt / Equity (MRQ)1.850.04
Net Debt / EBITDA3.37-24.18

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 IBM (IBM) reports a yield of 2.73%, ranking against industry peers normally.

IBM

Software & Services industry group

2.73%

IBM
2.73%
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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IBM (IBM) vs. Samsara (IOT): A comparison of their dividend yield against the Software & Services industry group benchmark.

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 IBM (IBM) reports a payout of 57.51%, ranking against industry peers normally.

IBM

Software & Services industry group

57.51%

IBM
57.51%
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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IBM (IBM) vs. Samsara (IOT): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for IBM (IBM) and Samsara (IOT)
MetricIBMIOT
Dividend Yield (TTM)2.73%0.00%
Dividend Payout Ratio (TTM)57.51%0.00%

Valuation

P/E Ratio (TTM)

IBM (IBM) at 20.90 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.

IBM

Software & Services industry group

20.90

Max
112.94
Q3
60.32
Median
32.91
IBM
20.90
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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IBM (IBM) vs. Samsara (IOT): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

IBM (IBM) at 3.31 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.

IBM

Software & Services industry group

3.31

Max
17.91
Q3
8.78
Median
4.25
IBM
3.31
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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IBM (IBM) vs. Samsara (IOT): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

IBM (IBM) at 6.52 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.

IBM

Software & Services industry group

6.52

Max
16.63
Q3
8.50
IBM
6.52
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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IBM (IBM) vs. Samsara (IOT): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for IBM (IBM) and Samsara (IOT)
MetricIBMIOT
P/E Ratio (TTM)20.90292.71
P/S Ratio (TTM)3.3112.99
P/B Ratio (MRQ)6.5214.97
Free Cash Flow Yield (TTM)5.34%1.09%