IOT vs. SAIL: Samsara vs. SailPoint Stock Comparison
How do Samsara (IOT) and SailPoint (SAIL) 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 SailPoint (SAIL) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
| Profile Item | IOT | SAIL |
|---|---|---|
| Name | Samsara Inc. Class A Common Stock | SailPoint, 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 | Application Software |
| Market Capitalization | 24.00 billion USD | 10.97 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | December 15, 2021 | February 13, 2025 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IOT | SAIL |
|---|---|---|
| Total Return (1Y) | 9.09% | 0.45% |
| Total Return (3Y, Annualized) | 21.60% | -- |
| Total Return (5Y, Annualized) | -- | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IOT | SAIL |
|---|---|---|
| Volatility (1Y, Annualized) | 59.96% | 65.26% |
| Beta (5Y) | 1.32 | 2.06 |
| Max Drawdown (5Y) | -70.38% | -59.18% |
| Avg. Volume (3M) | 5.41M | 4.36M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IOT | SAIL |
|---|---|---|
| Sharpe Ratio (1Y) | 0.08 | -0.06 |
| Sortino Ratio (1Y) | 0.13 | -0.08 |
Profitability
ROE (TTM)
SailPoint (SAIL) reports a negative ROE of -2.88%; 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%
SAIL
Software & Services industry group
-2.88%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- SAIL
- -2.88%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
SailPoint (SAIL) reports a negative net margin of -16.92%, 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%
SAIL
Software & Services industry group
-16.92%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- SAIL
- -16.92%
- Min
- -33.17%
Operating Margin (TTM)
SailPoint (SAIL) reports a negative operating margin of -18.85%, 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%
SAIL
Software & Services industry group
-18.85%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- SAIL
- -18.85%
- Min
- -30.45%
Profitability Metrics
| Metric | IOT | SAIL |
|---|---|---|
| ROE (TTM) | 6.43% | -2.88% |
| ROA (TTM) | 0.49% | -1.83% |
| Net Margin (TTM) | 4.90% | -16.92% |
| Operating Margin (TTM) | 0.96% | -18.85% |
| Gross Margin (TTM) | 76.43% | 66.27% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while SailPoint (SAIL) at 24.35% is closer to the peer norm — faster top-line expansion for IOT.
EPS Growth
Neither Samsara (IOT) nor SailPoint (SAIL) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | IOT | SAIL |
|---|---|---|
| Revenue Growth (YoY) | 29.57% | 24.35% |
| Revenue Growth (3Y CAGR) | 35.37% | -- |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both Samsara (IOT) at 1.63 and SailPoint (SAIL) at 1.23 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity 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
SAIL
Software & Services industry group
1.23
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- SAIL
- 1.23
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both Samsara (IOT) at 0.04 and SailPoint (SAIL) at 0.00 keep leverage in the lower quartile of their industries, with less balance-sheet debt relative to equity than most peers.
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
SAIL
Software & Services industry group
0.00
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- SAIL
- 0.00
- Min
- 0.00
Financial Strength Metrics
| Metric | IOT | SAIL |
|---|---|---|
| Current Ratio (MRQ) | 1.63 | 1.23 |
| Debt / Equity (MRQ) | 0.04 | 0.00 |
| Net Debt / EBITDA | -24.18 | -- |
Dividends
Dividend Yield (TTM)
Neither Samsara (IOT) nor SailPoint (SAIL) 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%
SAIL
Software & Services industry group
0.00%
- SAIL
- 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 SailPoint (SAIL) 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%
SAIL
Software & Services industry group
0.00%
- SAIL
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IOT | SAIL |
|---|---|---|
| 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 SailPoint (SAIL) 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
SAIL
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- SAIL
- --
P/S Ratio (TTM)
Both Samsara (IOT) at 12.99 and SailPoint (SAIL) at 9.41 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
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
SAIL
Software & Services industry group
9.41
- Max
- 17.91
- SAIL
- 9.41
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
SailPoint (SAIL) at 1.60 looks cheap against book in the lower P/B ratio quartile, while Samsara (IOT) at 14.97 carries a premium in the upper quartile — a clear price-to-book gap.
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
SAIL
Software & Services industry group
1.60
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- SAIL
- 1.60
- Min
- -3.90
Valuation Metrics
| Metric | IOT | SAIL |
|---|---|---|
| P/E Ratio (TTM) | 292.71 | -- |
| P/S Ratio (TTM) | 12.99 | 9.41 |
| P/B Ratio (MRQ) | 14.97 | 1.60 |
| Free Cash Flow Yield (TTM) | 1.09% | 3.09% |