IOT vs. PANW: Samsara vs. Palo Alto Networks Stock Comparison
How do Samsara (IOT) and Palo Alto Networks (PANW) 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 Palo Alto Networks (PANW) both belong to the Software industry, though IOT is classified under Application Software while PANW falls under Systems Software.
| Profile Item | IOT | PANW |
|---|---|---|
| Name | Samsara Inc. Class A Common Stock | Palo Alto Networks, 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 | 256.86 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | December 15, 2021 | July 20, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IOT | PANW |
|---|---|---|
| Total Return (1Y) | 9.09% | 53.99% |
| Total Return (3Y, Annualized) | 21.60% | 39.16% |
| Total Return (5Y, Annualized) | -- | 30.80% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IOT | PANW |
|---|---|---|
| Volatility (1Y, Annualized) | 59.96% | 51.34% |
| Beta (5Y) | 1.32 | 1.00 |
| Max Drawdown (5Y) | -70.38% | -36.01% |
| Avg. Volume (3M) | 5.41M | 6.03M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IOT | PANW |
|---|---|---|
| Sharpe Ratio (1Y) | 0.08 | 0.97 |
| Sortino Ratio (1Y) | 0.13 | 1.49 |
Profitability
ROE (TTM)
Both Samsara (IOT) at 6.43% and Palo Alto Networks (PANW) at 1.74% 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%
PANW
Software & Services industry group
1.74%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- PANW
- 1.74%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Both Samsara (IOT) at 4.90% and Palo Alto Networks (PANW) at 2.67% 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%
PANW
Software & Services industry group
2.67%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- PANW
- 2.67%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Both Samsara (IOT) at 0.96% and Palo Alto Networks (PANW) at 5.40% 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%
PANW
Software & Services industry group
5.40%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- PANW
- 5.40%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | IOT | PANW |
|---|---|---|
| ROE (TTM) | 6.43% | 1.74% |
| ROA (TTM) | 0.49% | 1.40% |
| Net Margin (TTM) | 4.90% | 2.67% |
| Operating Margin (TTM) | 0.96% | 5.40% |
| Gross Margin (TTM) | 76.43% | 70.38% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Palo Alto Networks (PANW) at 24.50% is closer to the peer norm — faster top-line expansion for IOT.
EPS Growth
Only one side can be read here: Palo Alto Networks (PANW) reports EPS growth of -75.00%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.
Growth Metrics
| Metric | IOT | PANW |
|---|---|---|
| Revenue Growth (YoY) | 29.57% | 24.50% |
| Revenue Growth (3Y CAGR) | 35.37% | 18.54% |
| EPS Growth (YoY) | -- | -75.00% |
| EPS Growth (3Y CAGR) | -- | -14.50% |
Financial Strength
Current Ratio (MRQ)
Samsara (IOT) at 1.63 keeps current ratio within its industry’s typical mid-range, while Palo Alto Networks (PANW) at 0.87 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for PANW.
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
PANW
Software & Services industry group
0.87
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- PANW
- 0.87
- Min
- 0.03
Debt / Equity (MRQ)
Samsara (IOT) at 0.04 keeps leverage in the lower industry quartile, while Palo Alto Networks (PANW) at 0.09 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
PANW
Software & Services industry group
0.09
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- PANW
- 0.09
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | IOT | PANW |
|---|---|---|
| Current Ratio (MRQ) | 1.63 | 0.87 |
| Debt / Equity (MRQ) | 0.04 | 0.09 |
| Net Debt / EBITDA | -24.18 | -0.32 |
Dividends
Dividend Yield (TTM)
Neither Samsara (IOT) nor Palo Alto Networks (PANW) 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%
PANW
Software & Services industry group
0.00%
- PANW
- 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 Palo Alto Networks (PANW) 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%
PANW
Software & Services industry group
0.00%
- PANW
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IOT | PANW |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Samsara (IOT) at 292.71 and Palo Alto Networks (PANW) at 784.60 trade above their industries’ P/E ratio peer ranges, pointing to unusually expensive trailing earnings relative to peers.
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
PANW
Software & Services industry group
784.60
- PANW
- 784.60
- 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 Palo Alto Networks (PANW) at 22.37 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
PANW
Software & Services industry group
22.37
- PANW
- 22.37
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both Samsara (IOT) at 14.97 and Palo Alto Networks (PANW) at 9.30 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
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
PANW
Software & Services industry group
9.30
- Max
- 16.63
- PANW
- 9.30
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | IOT | PANW |
|---|---|---|
| P/E Ratio (TTM) | 292.71 | 784.60 |
| P/S Ratio (TTM) | 12.99 | 22.37 |
| P/B Ratio (MRQ) | 14.97 | 9.30 |
| Free Cash Flow Yield (TTM) | 1.09% | 1.65% |