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IOT vs. NET: Samsara vs. Cloudflare Stock Comparison

How do Samsara (IOT) and Cloudflare (NET) 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

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

Company profile comparison for Samsara (IOT) and Cloudflare (NET)
Profile ItemIOTNET
NameSamsara Inc. Class A Common StockCloudflare, Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareIT Services
GICS Sub-IndustryApplication SoftwareInternet Services & Infrastructure
Market Capitalization24.00 billion USD96.32 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateDecember 15, 2021September 13, 2019
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IOT
NET
GSPC
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Samsara (IOT) vs. Cloudflare (NET), 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 Samsara (IOT) and Cloudflare (NET). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Samsara (IOT) and Cloudflare (NET)
MetricIOTNET
Total Return (1Y)9.09%27.13%
Total Return (3Y, Annualized)21.60%68.21%
Total Return (5Y, Annualized)--7.66%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Samsara (IOT) and Cloudflare (NET)
MetricIOTNET
Volatility (1Y, Annualized)59.96%67.16%
Beta (5Y)1.321.34
Max Drawdown (5Y)-70.38%-82.58%
Avg. Volume (3M)5.41M3.45M

Risk-Adjusted Performance

Risk-Return Positioning

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IOT and NET 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 Samsara (IOT) and Cloudflare (NET)
MetricIOTNET
Sharpe Ratio (1Y)0.080.34
Sortino Ratio (1Y)0.130.48

Profitability

ROE (TTM)

Cloudflare (NET) reports a negative ROE of -17.00%; 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.

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

Software & Services industry group

-17.00%

Max
53.85%
Q3
17.90%
Median
6.59%
Q1
-9.59%
NET
-17.00%
Min
-50.52%
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Samsara (IOT) vs. Cloudflare (NET): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Cloudflare (NET) reports a negative net margin of -8.75%, usually indicating a net loss over the period. Meanwhile Samsara (IOT) reports 4.90%, ranking against industry peers normally.

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%

NET

Software & Services industry group

-8.75%

Max
41.17%
Q3
15.28%
Median
4.63%
Q1
-5.42%
NET
-8.75%
Min
-33.17%
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Samsara (IOT) vs. Cloudflare (NET): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Cloudflare (NET) reports a negative operating margin of -7.27%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Samsara (IOT) reports 0.96%, ranking against industry peers normally.

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%

NET

Software & Services industry group

-7.27%

Max
46.89%
Q3
17.64%
Median
8.73%
Q1
-2.13%
NET
-7.27%
Min
-30.45%
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Samsara (IOT) vs. Cloudflare (NET): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Samsara (IOT) and Cloudflare (NET)
MetricIOTNET
ROE (TTM)6.43%-17.00%
ROA (TTM)0.49%-2.00%
Net Margin (TTM)4.90%-8.75%
Operating Margin (TTM)0.96%-7.27%
Gross Margin (TTM)76.43%71.90%

Growth

Revenue Growth

Both Samsara (IOT) at 29.57% and Cloudflare (NET) at 29.85% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.

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

EPS Growth

Neither Samsara (IOT) nor Cloudflare (NET) reports a EPS growth value for this period, so a direct comparison isn't possible.

Growth Metrics

Growth metrics for Samsara (IOT) and Cloudflare (NET)
MetricIOTNET
Revenue Growth (YoY)29.57%29.85%
Revenue Growth (3Y CAGR)35.37%30.51%
EPS Growth (YoY)----
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Samsara (IOT) at 1.63 keeps current ratio within its industry’s typical mid-range, while Cloudflare (NET) at 3.80 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

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

NET

Software & Services industry group

3.80

Max
5.11
NET
3.80
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
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Samsara (IOT) vs. Cloudflare (NET): 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 Cloudflare (NET) at 3.21 is above its industry debt-to-equity ratio range.

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

NET

Software & Services industry group

3.21

NET
3.21
Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
Min
0.00
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Samsara (IOT) vs. Cloudflare (NET): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Samsara (IOT) and Cloudflare (NET)
MetricIOTNET
Current Ratio (MRQ)1.633.80
Debt / Equity (MRQ)0.043.21
Net Debt / EBITDA-24.18--

Dividends

Dividend Yield (TTM)

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

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%

NET

Software & Services industry group

0.00%

NET
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Samsara (IOT) vs. Cloudflare (NET): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

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

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%

NET

Software & Services industry group

0.00%

NET
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Samsara (IOT) vs. Cloudflare (NET): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Samsara (IOT) and Cloudflare (NET)
MetricIOTNET
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 Cloudflare (NET) has no P/E ratio this period.

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

NET

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
NET
--
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Samsara (IOT) vs. Cloudflare (NET): NET does not report P/E ratio, so it has no value marker; IOT is benchmarked against the Software & Services industry group.

P/S Ratio (TTM)

Both look expensive on sales: Samsara (IOT) at 12.99 sits in the upper P/S ratio quartile, and Cloudflare (NET) at 35.24 prices even higher, above its industry range.

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

NET

Software & Services industry group

35.24

NET
35.24
Max
17.91
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02
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Samsara (IOT) vs. Cloudflare (NET): 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 Cloudflare (NET) at 65.73 prices even higher, above its industry range.

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

NET

Software & Services industry group

65.73

NET
65.73
Max
16.63
Q3
8.50
Median
4.30
Q1
1.92
Min
-3.90
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Samsara (IOT) vs. Cloudflare (NET): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Samsara (IOT) and Cloudflare (NET)
MetricIOTNET
P/E Ratio (TTM)292.71--
P/S Ratio (TTM)12.9935.24
P/B Ratio (MRQ)14.9765.73
Free Cash Flow Yield (TTM)1.09%0.83%