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IOT vs. SAP: Samsara vs. SAP Stock Comparison

How do Samsara (IOT) and SAP (SAP) 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 SAP (SAP) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.

SAP (SAP) has more than two decades of public-market history since September 18, 1995, whereas Samsara (IOT) listed on December 15, 2021 and has a much shorter record to draw on.

Samsara (IOT) trades as ordinary local shares, while SAP (SAP) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Samsara (IOT) and SAP (SAP)
Profile ItemIOTSAP
NameSamsara Inc. Class A Common StockSAP SE Sponsored ADR
Country/RegionUnited StatesGermany
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustryApplication SoftwareApplication Software
Market Capitalization24.00 billion USD269.45 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateDecember 15, 2021September 18, 1995
Security TypeCommon StockADR

Price Performance

Cumulative Growth

IOT
SAP
GSPC
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Samsara (IOT) vs. SAP (SAP), 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 SAP (SAP). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Samsara (IOT) and SAP (SAP)
MetricIOTSAP
Total Return (1Y)9.09%-3.87%
Total Return (3Y, Annualized)21.60%20.21%
Total Return (5Y, Annualized)--11.79%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Samsara (IOT) and SAP (SAP)
MetricIOTSAP
Volatility (1Y, Annualized)59.96%39.05%
Beta (5Y)1.321.09
Max Drawdown (5Y)-70.38%-52.26%
Avg. Volume (3M)5.41M2.27M

Risk-Adjusted Performance

Risk-Return Positioning

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IOT and SAP 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 SAP (SAP)
MetricIOTSAP
Sharpe Ratio (1Y)0.08-0.21
Sortino Ratio (1Y)0.13-0.29

Profitability

ROE (TTM)

SAP (SAP) at 18.18% sits in the top ROE quartile, while Samsara (IOT) at 6.43% is closer to the peer norm — stronger capital efficiency for SAP.

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%

SAP

Software & Services industry group

18.18%

Max
53.85%
SAP
18.18%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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Samsara (IOT) vs. SAP (SAP): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

SAP (SAP) at 20.41% retains a top-quartile share of revenue as profit, ahead of Samsara (IOT) at 4.90%, which keeps about the industry-typical share.

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%

SAP

Software & Services industry group

20.41%

Max
41.17%
SAP
20.41%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Samsara (IOT) vs. SAP (SAP): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

SAP (SAP) at 29.50% operates in the top operating margin quartile, ahead of Samsara (IOT) at 0.96%, which runs around its industry’s norm.

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%

SAP

Software & Services industry group

29.50%

Max
46.89%
SAP
29.50%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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Samsara (IOT) vs. SAP (SAP): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Samsara (IOT) and SAP (SAP)
MetricIOTSAP
ROE (TTM)6.43%18.18%
ROA (TTM)0.49%9.91%
Net Margin (TTM)4.90%20.41%
Operating Margin (TTM)0.96%29.50%
Gross Margin (TTM)76.43%73.58%

Growth

Revenue Growth

Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while SAP (SAP) at 7.68% is closer to the peer norm — faster top-line expansion for IOT.

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

EPS Growth

Only one side can be read here: SAP (SAP) reports EPS growth of 130.19%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Samsara (IOT) and SAP (SAP)
MetricIOTSAP
Revenue Growth (YoY)29.57%7.68%
Revenue Growth (3Y CAGR)35.37%7.63%
EPS Growth (YoY)--130.19%
EPS Growth (3Y CAGR)--46.25%

Financial Strength

Current Ratio (MRQ)

Both Samsara (IOT) at 1.63 and SAP (SAP) at 1.16 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

SAP

Software & Services industry group

1.16

Max
5.11
Q3
2.77
Median
1.67
SAP
1.16
Q1
1.01
Min
0.03
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Samsara (IOT) vs. SAP (SAP): 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 industry quartile, while SAP (SAP) at 0.23 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

SAP

Software & Services industry group

0.23

Max
2.52
Q3
1.13
Median
0.40
SAP
0.23
Q1
0.07
Min
0.00
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Samsara (IOT) vs. SAP (SAP): 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 SAP (SAP)
MetricIOTSAP
Current Ratio (MRQ)1.631.16
Debt / Equity (MRQ)0.040.23
Net Debt / EBITDA-24.18-0.03

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 SAP (SAP) reports a yield of 1.03%, ranking against industry peers normally.

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%

SAP

Software & Services industry group

1.03%

SAP
1.03%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Samsara (IOT) vs. SAP (SAP): 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 SAP (SAP) reports a payout of 36.45%, ranking against industry peers normally.

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%

SAP

Software & Services industry group

36.45%

SAP
36.45%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Samsara (IOT) vs. SAP (SAP): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Samsara (IOT) and SAP (SAP)
MetricIOTSAP
Dividend Yield (TTM)0.00%1.03%
Dividend Payout Ratio (TTM)0.00%36.45%

Valuation

P/E Ratio (TTM)

SAP (SAP) at 29.07 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.

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

SAP

Software & Services industry group

29.07

Max
112.94
Q3
60.32
Median
32.91
SAP
29.07
Q1
18.77
Min
6.69
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Samsara (IOT) vs. SAP (SAP): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

SAP (SAP) at 6.84 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

SAP

Software & Services industry group

6.84

Max
17.91
Q3
8.78
SAP
6.84
Median
4.25
Q1
2.23
Min
0.02
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Samsara (IOT) vs. SAP (SAP): 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 SAP (SAP) at 73.25 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

SAP

Software & Services industry group

73.25

SAP
73.25
Max
16.63
Q3
8.50
Median
4.30
Q1
1.92
Min
-3.90
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Samsara (IOT) vs. SAP (SAP): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Samsara (IOT) and SAP (SAP)
MetricIOTSAP
P/E Ratio (TTM)292.7129.07
P/S Ratio (TTM)12.996.84
P/B Ratio (MRQ)14.9773.25
Free Cash Flow Yield (TTM)1.09%3.73%