Stocks / IOT vs SMCI

IOT vs SMCI: Which Stock Is the Better Buy?

Samsara Inc. and Super Micro Computer, Inc. side by side — fundamentals from SEC filings, refreshed nightly. Sector: Technology.

IOT is the larger company ($18.6B vs $18.4B). On the fundamentals, SMCI grows revenue faster (45.8% vs 45.3%); SMCI earns a higher net margin (4.8% vs -0.6%); SMCI has the stronger return on equity (16.6% vs -0.6%). On the filings, SMCI carries fewer potential red flags (1 vs 2). Full numbers below — the stronger figure on each row is in green.

AI verdict — IOT vs SMCI, read from the filings

The stronger business, the cheaper stock, and the risks — synthesised from both companies’ SEC filings, every figure computed not guessed. Not investment advice.

 Samsara Inc. (IOT)Super Micro Computer, Inc. (SMCI)
Market cap$18.6B$18.4B
Revenue (latest FY)$1.62B$21.97B
Net income (latest FY)$-9.12M$1.05B
Revenue growth (5y CAGR)45.3%45.8%
Net margin-0.6%4.8%
Return on equity-0.6%16.6%
P/E ratio319.914.9
Dividend yield
Profitable years (of last 10)010
Positive free cash flowYesYes

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Use the filing period and source shown by each tool before treating two figures as comparable.

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See the full IOT vs SMCI breakdown

Both companies across 19 years of income statement, balance sheet and cash flow — with ratios, health checks and Ask, the SEC-grounded research assistant. Free, no account needed.

Open IOT's full financials →   Open SMCI's full financials →

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Frequently asked questions

Which is bigger, IOT or SMCI?

Samsara Inc. is larger by market capitalization — $18.6B versus $18.4B.

Which grows faster, IOT or SMCI?

Over the last five fiscal years, Super Micro Computer, Inc. grew revenue faster — 45.8%/yr versus 45.3%/yr, computed from SEC-filed statements.

Where does this data come from?

All figures are computed from official SEC filings (10-K), refreshed nightly. This is a data comparison, not investment advice.

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