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IOT vs. TWLO: Samsara vs. Twilio Stock Comparison

How do Samsara (IOT) and Twilio (TWLO) 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 Twilio (TWLO) both fall under the Software & Services industry group, but IOT is classified in Software while TWLO is classified in IT Services.

Company profile comparison for Samsara (IOT) and Twilio (TWLO)
Profile ItemIOTTWLO
NameSamsara Inc. Class A Common StockTwilio 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 USD31.26 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateDecember 15, 2021June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Samsara (IOT) and Twilio (TWLO)
MetricIOTTWLO
Total Return (1Y)9.09%61.15%
Total Return (3Y, Annualized)21.60%54.31%
Total Return (5Y, Annualized)---7.91%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Samsara (IOT) and Twilio (TWLO)
MetricIOTTWLO
Volatility (1Y, Annualized)59.96%63.75%
Beta (5Y)1.321.48
Max Drawdown (5Y)-70.38%-86.25%
Avg. Volume (3M)5.41M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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IOT and TWLO 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 Twilio (TWLO)
MetricIOTTWLO
Sharpe Ratio (1Y)0.080.89
Sortino Ratio (1Y)0.131.49

Profitability

ROE (TTM)

Both Samsara (IOT) at 6.43% and Twilio (TWLO) at 14.92% 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%

TWLO

Software & Services industry group

14.92%

Max
53.85%
Q3
17.90%
TWLO
14.92%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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Samsara (IOT) vs. Twilio (TWLO): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Twilio (TWLO) at 21.82% 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%

TWLO

Software & Services industry group

21.82%

Max
41.17%
TWLO
21.82%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Samsara (IOT) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both Samsara (IOT) at 0.96% and Twilio (TWLO) at 9.53% 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%

TWLO

Software & Services industry group

9.53%

Max
46.89%
Q3
17.64%
TWLO
9.53%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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Samsara (IOT) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Samsara (IOT) and Twilio (TWLO)
MetricIOTTWLO
ROE (TTM)6.43%14.92%
ROA (TTM)0.49%2.69%
Net Margin (TTM)4.90%21.82%
Operating Margin (TTM)0.96%9.53%
Gross Margin (TTM)76.43%48.61%

Growth

Revenue Growth

Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Twilio (TWLO) at 13.66% is closer to the peer norm — faster top-line expansion for IOT.

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

EPS Growth

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

Growth Metrics

Growth metrics for Samsara (IOT) and Twilio (TWLO)
MetricIOTTWLO
Revenue Growth (YoY)29.57%13.66%
Revenue Growth (3Y CAGR)35.37%9.82%
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 Twilio (TWLO) at 4.47 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

TWLO

Software & Services industry group

4.47

Max
5.11
TWLO
4.47
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
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Samsara (IOT) vs. Twilio (TWLO): 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 Twilio (TWLO) at 0.12 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

TWLO

Software & Services industry group

0.12

Max
2.52
Q3
1.13
Median
0.40
TWLO
0.12
Q1
0.07
Min
0.00
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Samsara (IOT) vs. Twilio (TWLO): 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 Twilio (TWLO)
MetricIOTTWLO
Current Ratio (MRQ)1.634.47
Debt / Equity (MRQ)0.040.12
Net Debt / EBITDA-24.18-3.13

Dividends

Dividend Yield (TTM)

Neither Samsara (IOT) nor Twilio (TWLO) 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%

TWLO

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Neither Samsara (IOT) nor Twilio (TWLO) 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%

TWLO

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Samsara (IOT) and Twilio (TWLO)
MetricIOTTWLO
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Twilio (TWLO) at 25.38 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

TWLO

Software & Services industry group

25.38

Max
112.94
Q3
60.32
Median
32.91
TWLO
25.38
Q1
18.77
Min
6.69
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Samsara (IOT) vs. Twilio (TWLO): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

Twilio (TWLO) at 5.36 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

TWLO

Software & Services industry group

5.36

Max
17.91
Q3
8.78
TWLO
5.36
Median
4.25
Q1
2.23
Min
0.02
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Samsara (IOT) vs. Twilio (TWLO): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Twilio (TWLO) at 3.41 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

TWLO

Software & Services industry group

3.41

Max
16.63
Q3
8.50
Median
4.30
TWLO
3.41
Q1
1.92
Min
-3.90
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Samsara (IOT) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Samsara (IOT) and Twilio (TWLO)
MetricIOTTWLO
P/E Ratio (TTM)292.7125.38
P/S Ratio (TTM)12.995.36
P/B Ratio (MRQ)14.973.41
Free Cash Flow Yield (TTM)1.09%3.45%