AIOT
PowerFleet, Inc.
AIOT has lower modeled downside risk, despite its lower overall score.
SNDK
Sandisk Corporation
SNDK has the edge over AIOT overall, supported by stronger fundamentals and stronger modeled upside.
AIOT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Weak |
AIOT's revenue, profitability and cash flow are currently stable, but its balance sheet is weak.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
AIOT PE Valuation
AIOT has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 34x next year's earnings.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK's PE is 7.5x, but its earnings don't support one, so it isn't a reliable read right now.
AIOT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect AIOT to return to profit, with revenue growing. However, they disagree widely on these estimates.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for SNDK, with profitability improving.
AIOT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.07 | — |
| Q3 2026 | -$0.15 | +$0.16 |
| Q2 2026 | -$0.13 | +$0.17 |
| Q1 2026 | -$0.15 | +$0.28 |
| Q4 2025 | -$0.23 | +$0.66 |
| Q3 2025 | -$0.31 | +$0.65 |
| Q2 2025 | -$0.30 | +$0.78 |
| Q1 2025 | -$0.43 | +$0.56 |
| Q4 2024 | -$0.89 | -$0.56 |
AIOT is still losing money, but far less than before: $0.15 per share over the past year, against $1.08 at its worst in mid-2024.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over AIOT in the latest year-over-year earnings comparison.
AIOT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $115.7M | +3.6% |
| Q2 2026 | $110.8M | +6.4% |
| Q1 2026 | $114.5M | +10% |
| Q4 2025 | $113.5M | +6.6% |
| Q3 2025 | $111.7M | +45% |
| Q2 2025 | $104.1M | +38% |
| Q1 2025 | $103.6M | +207% |
| Q4 2024 | $106.4M | +208% |
AIOT's revenue has grown year over year for 12 quarters in a row: $116M last quarter, up 3.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1.2% | -2.6 points |
| Q2 2026 | 0.2% | +2.2 points |
| Q1 2026 | 9.6% | +16 points |
| Q4 2025 | 5.6% | +6.8 points |
| Q3 2025 | 3.8% | +3.1 points |
| Q2 2025 | -2% | +22 points |
| Q1 2025 | -6.7% | +16 points |
| Q4 2024 | -1.2% | +10 points |
AIOT's operating margin was 1.2% last quarter, down 2.6 points from the same quarter a year ago.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK's revenue has grown year over year for six quarters in a row: $11B last quarter, up 378% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over AIOT on profitability, with a higher operating margin.
AIOT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$11.3M | -1058% |
| Q2 2026 | $3.6M | +$7M |
| Q1 2026 | $6.1M | -40% |
| Q4 2025 | $4.9M | +$17.2M |
| Q3 2025 | $1.2M | +$9.2M |
| Q2 2025 | -$3.4M | +$9.8M |
| Q1 2025 | $10.1M | +$11.7M |
| Q4 2024 | -$12.2M | -423% |
AIOT's free cash flow has turned positive after four years mostly in the red: $3M over the past year.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK has the edge over AIOT on cash flow, with more consistent year-over-year improvement.
AIOT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +275K shares |
| 1 year | +0.6% | +768K shares |
| 3 years | +280% | +99M shares |
| 5 years | +363% | +105M shares |
AIOT has the edge over SNDK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q1 2020 | $232,000 |
| Q4 2019 | $26,000 |
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has 154M diluted shares, up 3.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
AIOT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.5x | High |
| Q2 2026 | 4.0x | Elevated |
| Q1 2026 | 4.1x | High |
| Q4 2025 | 5.7x | High |
| Q3 2025 | 7.2x | High |
| Q2 2025 | 8.0x | High |
| Q1 2025 | 26.9x | High |
| Q3 2021 | -1.8x | Net Cash |
AIOT's net debt is about 4.5 years of its operating earnings (EBITDA), down from 7.2 years a year ago.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has the edge over AIOT on leverage, with a lower net debt burden relative to earnings.
AIOT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.5 | Neutral |
| Stochastic | 21.5 | Neutral |
AIOT's weekly RSI is 37 (neutral) and its Stochastic is 21 (neutral).
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
AIOT PE vs Technology Sector
AIOT has no meaningful PE right now: it lost money over the past year.
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK is trading at 7.5x earnings, a 73% discount to the Technology sector's median of 28x, though its earnings don't support one.
AIOT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.68 | 7.8% below |
| 20 week MA | $3.22 | 23% below |
| 50 week MA | $3.73 | 34% below |
| 100 week MA | $4.50 | 45% below |
| 200 week MA | $4.08 | 39% below |
SNDK has stronger trend alignment. AIOT is above 0 of 5 weekly averages versus SNDK above 0 of 3.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
SNDK is in a downtrend: it's below all three of its weekly moving averages, and 16% below its 50-week average.
AIOT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $6.11 | $7.47 | +22% |
| 2021 | $7.47 | $4.88 | -35% |
| 2022 | $4.88 | $2.38 | -51% |
| 2023 | $2.38 | $3.42 | +44% |
| 2024 | $3.42 | $6.80 | +99% |
| 2025 | $6.80 | $5.43 | -20% |
| 2026 YTD | $5.43 | $2.47 | -55% |
AIOT has finished lower in three of the last six years. It's down 55% so far in 2026.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over AIOT on returns for 2026, with the stronger performance.