IOT vs. WDAY: Samsara vs. Workday Stock Comparison
How do Samsara (IOT) and Workday (WDAY) 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 Workday (WDAY) 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 | WDAY |
|---|---|---|
| Name | Samsara Inc. Class A Common Stock | Workday Inc Class A Common Stock |
| 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 | 46.49 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | December 15, 2021 | October 12, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IOT | WDAY |
|---|---|---|
| Total Return (1Y) | 9.09% | -14.74% |
| Total Return (3Y, Annualized) | 21.60% | -5.22% |
| Total Return (5Y, Annualized) | -- | -8.14% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IOT | WDAY |
|---|---|---|
| Volatility (1Y, Annualized) | 59.96% | 54.35% |
| Beta (5Y) | 1.32 | 1.01 |
| Max Drawdown (5Y) | -70.38% | -63.38% |
| Avg. Volume (3M) | 5.41M | 3.14M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IOT | WDAY |
|---|---|---|
| Sharpe Ratio (1Y) | 0.08 | -0.35 |
| Sortino Ratio (1Y) | 0.13 | -0.54 |
Profitability
ROE (TTM)
Both Samsara (IOT) at 6.43% and Workday (WDAY) at 16.01% 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%
WDAY
Software & Services industry group
16.01%
- Max
- 53.85%
- Q3
- 17.90%
- WDAY
- 16.01%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Both Samsara (IOT) at 4.90% and Workday (WDAY) at 12.32% 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%
WDAY
Software & Services industry group
12.32%
- Max
- 41.17%
- Q3
- 15.28%
- WDAY
- 12.32%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Both Samsara (IOT) at 0.96% and Workday (WDAY) at 11.82% 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%
WDAY
Software & Services industry group
11.82%
- Max
- 46.89%
- Q3
- 17.64%
- WDAY
- 11.82%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | IOT | WDAY |
|---|---|---|
| ROE (TTM) | 6.43% | 16.01% |
| ROA (TTM) | 0.49% | 4.51% |
| Net Margin (TTM) | 4.90% | 12.32% |
| Operating Margin (TTM) | 0.96% | 11.82% |
| Gross Margin (TTM) | 76.43% | 75.80% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Workday (WDAY) at 13.10% is closer to the peer norm — faster top-line expansion for IOT.
EPS Growth
Only one side can be read here: Workday (WDAY) reports EPS growth of 32.82%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.
Growth Metrics
| Metric | IOT | WDAY |
|---|---|---|
| Revenue Growth (YoY) | 29.57% | 13.10% |
| Revenue Growth (3Y CAGR) | 35.37% | 15.40% |
| EPS Growth (YoY) | -- | 32.82% |
| 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 Workday (WDAY) at 0.91 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for WDAY.
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
WDAY
Software & Services industry group
0.91
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- WDAY
- 0.91
- Min
- 0.03
Debt / Equity (MRQ)
Samsara (IOT) at 0.04 keeps leverage in the lower industry quartile, while Workday (WDAY) at 0.58 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
WDAY
Software & Services industry group
0.58
- Max
- 2.52
- Q3
- 1.13
- WDAY
- 0.58
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | IOT | WDAY |
|---|---|---|
| Current Ratio (MRQ) | 1.63 | 0.91 |
| Debt / Equity (MRQ) | 0.04 | 0.58 |
| Net Debt / EBITDA | -24.18 | 0.23 |
Dividends
Dividend Yield (TTM)
Neither Samsara (IOT) nor Workday (WDAY) 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%
WDAY
Software & Services industry group
0.00%
- WDAY
- 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 Workday (WDAY) 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%
WDAY
Software & Services industry group
0.00%
- WDAY
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IOT | WDAY |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Workday (WDAY) at 39.29 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
WDAY
Software & Services industry group
39.29
- Max
- 112.94
- Q3
- 60.32
- WDAY
- 39.29
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Workday (WDAY) at 4.58 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
WDAY
Software & Services industry group
4.58
- Max
- 17.91
- Q3
- 8.78
- WDAY
- 4.58
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Workday (WDAY) at 7.20 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
WDAY
Software & Services industry group
7.20
- Max
- 16.63
- Q3
- 8.50
- WDAY
- 7.20
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | IOT | WDAY |
|---|---|---|
| P/E Ratio (TTM) | 292.71 | 39.29 |
| P/S Ratio (TTM) | 12.99 | 4.58 |
| P/B Ratio (MRQ) | 14.97 | 7.20 |
| Free Cash Flow Yield (TTM) | 1.09% | 6.55% |