Seek Returns

IOT vs. ZS: Samsara vs. Zscaler Stock Comparison

How do Samsara (IOT) and Zscaler (ZS) 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 Zscaler (ZS) both belong to the Software industry, though IOT is classified under Application Software while ZS falls under Systems Software.

Company profile comparison for Samsara (IOT) and Zscaler (ZS)
Profile ItemIOTZS
NameSamsara Inc. Class A Common StockZscaler Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustryApplication SoftwareSystems Software
Market Capitalization24.00 billion USD32.23 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateDecember 15, 2021March 16, 2018
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

IOT
ZS
GSPC
Loading price history…
Samsara (IOT) vs. Zscaler (ZS), 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

Loading price history…
Trailing total returns for Samsara (IOT) and Zscaler (ZS). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Samsara (IOT) and Zscaler (ZS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Samsara (IOT) and Zscaler (ZS)
MetricIOTZS
Total Return (1Y)9.09%-37.61%
Total Return (3Y, Annualized)21.60%5.36%
Total Return (5Y, Annualized)---10.75%

Risk Profile

Drawdown History

IOT
ZS
GSPC
Loading price history…
Samsara (IOT) vs. Zscaler (ZS), 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

Loading price history…
Distribution of monthly total returns for Samsara (IOT) and Zscaler (ZS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Samsara (IOT) and Zscaler (ZS)
MetricIOTZS
Volatility (1Y, Annualized)59.96%68.66%
Beta (5Y)1.320.88
Max Drawdown (5Y)-70.38%-76.41%
Avg. Volume (3M)5.41M2.92M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
IOT and ZS 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 Zscaler (ZS)
MetricIOTZS
Sharpe Ratio (1Y)0.08-0.61
Sortino Ratio (1Y)0.13-0.79

Profitability

ROE (TTM)

Zscaler (ZS) reports a negative ROE of -2.87%; 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%

ZS

Software & Services industry group

-2.87%

Max
53.85%
Q3
17.90%
Median
6.59%
ZS
-2.87%
Q1
-9.59%
Min
-50.52%
Loading chart…
Samsara (IOT) vs. Zscaler (ZS): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Zscaler (ZS) reports a negative net margin of -1.89%, 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%

ZS

Software & Services industry group

-1.89%

Max
41.17%
Q3
15.28%
Median
4.63%
ZS
-1.89%
Q1
-5.42%
Min
-33.17%
Loading chart…
Samsara (IOT) vs. Zscaler (ZS): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Zscaler (ZS) reports a negative operating margin of -1.01%, 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%

ZS

Software & Services industry group

-1.01%

Max
46.89%
Q3
17.64%
Median
8.73%
ZS
-1.01%
Q1
-2.13%
Min
-30.45%
Loading chart…
Samsara (IOT) vs. Zscaler (ZS): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Samsara (IOT) and Zscaler (ZS)
MetricIOTZS
ROE (TTM)6.43%-2.87%
ROA (TTM)0.49%-1.03%
Net Margin (TTM)4.90%-1.89%
Operating Margin (TTM)0.96%-1.01%
Gross Margin (TTM)76.43%76.87%

Growth

Revenue Growth

Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Zscaler (ZS) at 25.42% is closer to the peer norm — faster top-line expansion for IOT.

Loading chart…
Samsara (IOT) vs. Zscaler (ZS): A comparison of their Revenue Growth across different time periods.

EPS Growth

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

Growth Metrics

Growth metrics for Samsara (IOT) and Zscaler (ZS)
MetricIOTZS
Revenue Growth (YoY)29.57%25.42%
Revenue Growth (3Y CAGR)35.37%27.51%
EPS Growth (YoY)----
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Both Samsara (IOT) at 1.63 and Zscaler (ZS) at 1.70 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

ZS

Software & Services industry group

1.70

Max
5.11
Q3
2.77
ZS
1.70
Median
1.67
Q1
1.01
Min
0.03
Loading chart…
Samsara (IOT) vs. Zscaler (ZS): 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 Zscaler (ZS) at 0.72 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

ZS

Software & Services industry group

0.72

Max
2.52
Q3
1.13
ZS
0.72
Median
0.40
Q1
0.07
Min
0.00
Loading chart…
Samsara (IOT) vs. Zscaler (ZS): 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 Zscaler (ZS)
MetricIOTZS
Current Ratio (MRQ)1.631.70
Debt / Equity (MRQ)0.040.72
Net Debt / EBITDA-24.18-36.63

Dividends

Dividend Yield (TTM)

Neither Samsara (IOT) nor Zscaler (ZS) 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%

ZS

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Neither Samsara (IOT) nor Zscaler (ZS) 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%

ZS

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Samsara (IOT) and Zscaler (ZS)
MetricIOTZS
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 Zscaler (ZS) 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

ZS

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
ZS
--
Loading chart…
Samsara (IOT) vs. Zscaler (ZS): ZS does not report P/E ratio, so it has no value marker; IOT is benchmarked against the Software & Services industry group.

P/S Ratio (TTM)

Both Samsara (IOT) at 12.99 and Zscaler (ZS) at 9.61 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

ZS

Software & Services industry group

9.61

Max
17.91
ZS
9.61
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02
Loading chart…
Samsara (IOT) vs. Zscaler (ZS): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Both Samsara (IOT) at 14.97 and Zscaler (ZS) at 12.40 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

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

ZS

Software & Services industry group

12.40

Max
16.63
ZS
12.40
Q3
8.50
Median
4.30
Q1
1.92
Min
-3.90
Loading chart…
Samsara (IOT) vs. Zscaler (ZS): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Samsara (IOT) and Zscaler (ZS)
MetricIOTZS
P/E Ratio (TTM)292.71--
P/S Ratio (TTM)12.999.61
P/B Ratio (MRQ)14.9712.40
Free Cash Flow Yield (TTM)1.09%3.34%