IOT
Samsara Inc.
IOT's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over IOT overall, supported by stronger valuation and stronger modeled upside.
IOT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
IOT's revenue, profitability, cash flow and balance sheet are all currently healthy.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
IOT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 46x | $41.32 | — |
| Cheap | 250x | $40.07 | -3% |
| Current | 258x | $41.32 | — |
| Fair | 314x | $50.16 | +21% |
| Expensive | 385x | $61.52 | +49% |
Historical ranges are pointers, not guarantees.
IOT's PE is 258x, but its earnings don't support one, so it isn't a reliable read right now.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over IOT in the historical PE scenario, which offers more potential upside but is not a forecast.
IOT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for IOT, with profitability improving.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
IOT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.90 | +460% |
| Q3 2026 | $0.16 | +$0.32 |
| Q2 2026 | $0.10 | +$0.32 |
| Q1 2026 | -$0.02 | +$0.26 |
| Q4 2025 | -$0.08 | +$0.40 |
| Q3 2025 | -$0.16 | +$0.33 |
| Q2 2025 | -$0.22 | +$0.29 |
| Q1 2025 | -$0.28 | +$0.26 |
| Q4 2024 | -$0.48 | -$0.06 |
IOT has returned to profit: it earned $0.16 per share over the past year, after losing money the year before.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over IOT on earnings, with more consistent year-over-year improvement.
IOT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $508.4M | +30% |
| Q2 2026 | $478.8M | +31% |
| Q1 2026 | $444.3M | +28% |
| Q4 2025 | $416M | +29% |
| Q3 2025 | $391.5M | +30% |
| Q2 2025 | $366.9M | +31% |
| Q1 2025 | $346.3M | +25% |
| Q4 2024 | $322M | +36% |
IOT's revenue has grown year over year every quarter since early 2022: $508M last quarter, up 30% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1% | +7.8 points |
| Q2 2026 | 1.5% | +11 points |
| Q1 2026 | 2% | +7.3 points |
| Q4 2025 | -0.4% | +14 points |
| Q3 2025 | -6.8% | +13 points |
| Q2 2025 | -9.1% | +15 points |
| Q1 2025 | -5.3% | +39 points |
| Q4 2024 | -15% | +8.3 points |
IOT's operating margin was 1% last quarter, up 7.8 points from the same quarter a year ago.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over IOT on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over IOT on profitability, with a higher operating margin.
IOT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $64.7M | +46% |
| Q2 2026 | $73.2M | +60% |
| Q1 2026 | $61.7M | +27% |
| Q4 2025 | $55.8M | +79% |
| Q3 2025 | $44.2M | +237% |
| Q2 2025 | $45.7M | +146% |
| Q1 2025 | $48.5M | +$92.5M |
| Q4 2024 | $31.2M | +266% |
IOT generated $255M in free cash flow over the past year, up 51% from the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR generated $4.1B in free cash flow over the past year, up 126% from the year before.
IOT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +2.8M shares |
| 1 year | +3.3% | +18.7M shares |
| 3 years | +11% | +58.7M shares |
| 5 years | +17% | +87.5M shares |
IOT has 590M diluted shares, up 3.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | $4,000 |
| Q3 2021 | — |
| Q2 2021 | $1,000 |
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has the edge over IOT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
IOT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -5.9x | Net Cash |
| Q2 2026 | -14.9x | Net Cash |
IOT has the edge over PLTR on leverage, with a lower net debt burden relative to earnings.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
IOT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.4 | Neutral |
| Stochastic | 59.4 | Neutral |
IOT's weekly RSI is 55 (neutral) and its Stochastic is 59 (neutral).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
IOT PE vs Technology Sector
| Metric | IOT | Sector median | Relative |
|---|---|---|---|
| PE | 258x | 28x | 827% above |
| PE % | 30 | 47 | 17 pts below |
IOT is trading at 258x earnings, a 827% premium to the Technology sector's median of 28x, though its earnings don't support one.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR has the edge over IOT on valuation relative to its sector.
IOT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $41.2 | 0.3% above |
| 20 week MA | $39.5 | 4.5% above |
| 50 week MA | $35.2 | 17% above |
| 100 week MA | $38.2 | 8.3% above |
| 200 week MA | $34.9 | 18% above |
IOT has the edge over PLTR on trend strength, trading above more of its moving averages.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR's trend is up, with a small recent dip: it's below only its 8-week average, and 106% above its 200-week average.
IOT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $22.3 | $27.6 | +24% |
| 2022 | $27.6 | $12.3 | -56% |
| 2023 | $12.3 | $33.4 | +172% |
| 2024 | $33.4 | $44.4 | +33% |
| 2025 | $44.4 | $36.5 | -18% |
| 2026 YTD | $36.5 | $41.3 | +13% |
IOT has the edge over PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.