IOT vs. NOW: Samsara vs. ServiceNow Stock Comparison
How do Samsara (IOT) and ServiceNow (NOW) 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 ServiceNow (NOW) both belong to the Software industry, though IOT is classified under Application Software while NOW falls under Systems Software.
| Profile Item | IOT | NOW |
|---|---|---|
| Name | Samsara Inc. Class A Common Stock | ServiceNow Inc. |
| 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 | Application Software | Systems Software |
| Market Capitalization | 24.00 billion USD | 105.84 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 15, 2021 | June 29, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IOT | NOW |
|---|---|---|
| Total Return (1Y) | 9.09% | -39.72% |
| Total Return (3Y, Annualized) | 21.60% | -5.71% |
| Total Return (5Y, Annualized) | -- | -5.55% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IOT | NOW |
|---|---|---|
| Volatility (1Y, Annualized) | 59.96% | 64.49% |
| Beta (5Y) | 1.32 | 0.98 |
| Max Drawdown (5Y) | -70.38% | -64.54% |
| Avg. Volume (3M) | 5.41M | 15.74M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IOT | NOW |
|---|---|---|
| Sharpe Ratio (1Y) | 0.08 | -0.68 |
| Sortino Ratio (1Y) | 0.13 | -0.89 |
Profitability
ROE (TTM)
Both Samsara (IOT) at 6.43% and ServiceNow (NOW) at 11.85% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
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%
NOW
Software & Services industry group
11.85%
- Max
- 53.85%
- Q3
- 17.90%
- NOW
- 11.85%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Both Samsara (IOT) at 4.90% and ServiceNow (NOW) at 9.36% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
NOW
Software & Services industry group
9.36%
- Max
- 41.17%
- Q3
- 15.28%
- NOW
- 9.36%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Both Samsara (IOT) at 0.96% and ServiceNow (NOW) at 17.39% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
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%
NOW
Software & Services industry group
17.39%
- Max
- 46.89%
- Q3
- 17.64%
- NOW
- 17.39%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | IOT | NOW |
|---|---|---|
| ROE (TTM) | 6.43% | 11.85% |
| ROA (TTM) | 0.49% | 4.59% |
| Net Margin (TTM) | 4.90% | 9.36% |
| Operating Margin (TTM) | 0.96% | 17.39% |
| Gross Margin (TTM) | 76.43% | 73.08% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while ServiceNow (NOW) at 20.88% is closer to the peer norm — faster top-line expansion for IOT.
EPS Growth
Only one side can be read here: ServiceNow (NOW) reports EPS growth of 22.08%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.
Growth Metrics
| Metric | IOT | NOW |
|---|---|---|
| Revenue Growth (YoY) | 29.57% | 20.88% |
| Revenue Growth (3Y CAGR) | 35.37% | 22.38% |
| EPS Growth (YoY) | -- | 22.08% |
| EPS Growth (3Y CAGR) | -- | 73.46% |
Financial Strength
Current Ratio (MRQ)
Samsara (IOT) at 1.63 keeps current ratio within its industry’s typical mid-range, while ServiceNow (NOW) at 0.72 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for NOW.
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
NOW
Software & Services industry group
0.72
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- NOW
- 0.72
- Min
- 0.03
Debt / Equity (MRQ)
Samsara (IOT) at 0.04 keeps leverage in the lower industry quartile, while ServiceNow (NOW) at 0.64 runs a more typical debt-to-equity mix.
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
NOW
Software & Services industry group
0.64
- Max
- 2.52
- Q3
- 1.13
- NOW
- 0.64
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | IOT | NOW |
|---|---|---|
| Current Ratio (MRQ) | 1.63 | 0.72 |
| Debt / Equity (MRQ) | 0.04 | 0.64 |
| Net Debt / EBITDA | -24.18 | 1.18 |
Dividends
Dividend Yield (TTM)
Neither Samsara (IOT) nor ServiceNow (NOW) 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%
NOW
Software & Services industry group
0.00%
- NOW
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Samsara (IOT) nor ServiceNow (NOW) 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%
NOW
Software & Services industry group
0.00%
- NOW
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IOT | NOW |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both look expensive on trailing earnings: ServiceNow (NOW) at 73.36 sits in the richer P/E ratio quartile, and Samsara (IOT) at 292.71 is richer still, above its industry range.
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
NOW
Software & Services industry group
73.36
- Max
- 112.94
- NOW
- 73.36
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
ServiceNow (NOW) at 6.86 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.
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
NOW
Software & Services industry group
6.86
- Max
- 17.91
- Q3
- 8.78
- NOW
- 6.86
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
ServiceNow (NOW) at 8.08 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.
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
NOW
Software & Services industry group
8.08
- Max
- 16.63
- Q3
- 8.50
- NOW
- 8.08
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | IOT | NOW |
|---|---|---|
| P/E Ratio (TTM) | 292.71 | 73.36 |
| P/S Ratio (TTM) | 12.99 | 6.86 |
| P/B Ratio (MRQ) | 14.97 | 8.08 |
| Free Cash Flow Yield (TTM) | 1.09% | 5.44% |