IOT vs. U: Samsara vs. Unity Software Stock Comparison
How do Samsara (IOT) and Unity Software (U) 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 Unity Software (U) 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 | U |
|---|---|---|
| Name | Samsara Inc. Class A Common Stock | Unity Software 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 | 22.85 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 15, 2021 | September 18, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IOT | U |
|---|---|---|
| Total Return (1Y) | 9.09% | 30.56% |
| Total Return (3Y, Annualized) | 21.60% | 27.46% |
| Total Return (5Y, Annualized) | -- | -21.16% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IOT | U |
|---|---|---|
| Volatility (1Y, Annualized) | 59.96% | 71.11% |
| Beta (5Y) | 1.32 | 1.97 |
| Max Drawdown (5Y) | -70.38% | -93.07% |
| Avg. Volume (3M) | 5.41M | 10.92M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IOT | U |
|---|---|---|
| Sharpe Ratio (1Y) | 0.08 | 0.37 |
| Sortino Ratio (1Y) | 0.13 | 0.51 |
Profitability
ROE (TTM)
Unity Software (U) reports a negative ROE of -9.66%; 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%
U
Software & Services industry group
-9.66%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- U
- -9.66%
- Min
- -50.52%
Net Margin (TTM)
Unity Software (U) reports a negative net margin of -15.60%, 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%
U
Software & Services industry group
-15.60%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- U
- -15.60%
- Min
- -33.17%
Operating Margin (TTM)
Both Samsara (IOT) at 0.96% and Unity Software (U) at 16.95% 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%
U
Software & Services industry group
16.95%
- Max
- 46.89%
- Q3
- 17.64%
- U
- 16.95%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | IOT | U |
|---|---|---|
| ROE (TTM) | 6.43% | -9.66% |
| ROA (TTM) | 0.49% | -0.45% |
| Net Margin (TTM) | 4.90% | -15.60% |
| Operating Margin (TTM) | 0.96% | 16.95% |
| Gross Margin (TTM) | 76.43% | 78.49% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Unity Software (U) at 2.01% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Neither Samsara (IOT) nor Unity Software (U) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | IOT | U |
|---|---|---|
| Revenue Growth (YoY) | 29.57% | 2.01% |
| Revenue Growth (3Y CAGR) | 35.37% | 9.96% |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both Samsara (IOT) at 1.63 and Unity Software (U) at 2.17 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
U
Software & Services industry group
2.17
- Max
- 5.11
- Q3
- 2.77
- U
- 2.17
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Samsara (IOT) at 0.04 keeps leverage in the lower industry quartile, while Unity Software (U) at 0.66 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
U
Software & Services industry group
0.66
- Max
- 2.52
- Q3
- 1.13
- U
- 0.66
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | IOT | U |
|---|---|---|
| Current Ratio (MRQ) | 1.63 | 2.17 |
| Debt / Equity (MRQ) | 0.04 | 0.66 |
| Net Debt / EBITDA | -24.18 | -0.86 |
Dividends
Dividend Yield (TTM)
Neither Samsara (IOT) nor Unity Software (U) 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%
U
Software & Services industry group
0.00%
- U
- 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 Unity Software (U) 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%
U
Software & Services industry group
0.00%
- U
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IOT | U |
|---|---|---|
| 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 Unity Software (U) 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
U
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- U
- --
P/S Ratio (TTM)
Both Samsara (IOT) at 12.99 and Unity Software (U) at 10.48 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
U
Software & Services industry group
10.48
- Max
- 17.91
- U
- 10.48
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Unity Software (U) at 7.03 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
U
Software & Services industry group
7.03
- Max
- 16.63
- Q3
- 8.50
- U
- 7.03
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | IOT | U |
|---|---|---|
| P/E Ratio (TTM) | 292.71 | -- |
| P/S Ratio (TTM) | 12.99 | 10.48 |
| P/B Ratio (MRQ) | 14.97 | 7.03 |
| Free Cash Flow Yield (TTM) | 1.09% | 2.76% |