Comprehensive Stock Comparison
Compare AvePoint, Inc. (AVPT) vs Samsara Inc. (IOT) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | IOT | 33.3% revenue growth vs AVPT's 26.9% |
| Value | AVPT | Lower P/E (28.2x vs 57.0x) |
| Quality / Margins | AVPT | 8.3% net margin vs IOT's -2.8% |
| Stability / Safety | AVPT | Beta 1.16 vs IOT's 1.49, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | AVPT | -27.8% vs IOT's -39.4% |
| Efficiency (ROA) | AVPT | 4.4% ROA vs IOT's -1.8%, ROIC 11.4% vs -15.8% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
AvePoint provides Microsoft 365 data management and governance solutions for enterprise customers. It generates revenue primarily through subscription fees for its SaaS platform — which offers data protection, compliance, and migration tools — with additional income from professional services. The company's key advantage is its deep integration with Microsoft's ecosystem, making it a trusted partner for organizations heavily invested in Microsoft 365.
Samsara is a technology company that provides an IoT platform connecting physical operations data to its Connected Operations Cloud. It generates revenue primarily through subscription fees for its cloud platform — which includes video-based safety, vehicle telematics, equipment monitoring, and site visibility applications — with over 90% of revenue coming from subscriptions. The company's competitive advantage lies in its integrated hardware-software ecosystem that creates high switching costs and network effects as customers deploy more devices across their operations.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
AVPT leads in 3 of 6 categories — strongest in Financial Metrics and Valuation Metrics. 2 categories are tied.
Financial Metrics (TTM)
IOT is the larger business by revenue, generating $1.5B annually — 3.6x AVPT's $419M. AVPT is the more profitable business, keeping 8.3% of every revenue dollar as net income compared to IOT's -2.8%.
| Metric | AVPTAvePoint, Inc. | IOTSamsara Inc. |
|---|---|---|
| RevenueTrailing 12 months | $419M | $1.5B |
| EBITDAEarnings before interest/tax | $38M | -$37M |
| Net IncomeAfter-tax profit | $35M | -$42M |
| Free Cash FlowCash after capex | $80M | $194M |
| Gross MarginGross profit ÷ Revenue | +74.1% | +76.9% |
| Operating MarginEBIT ÷ Revenue | +7.9% | -5.2% |
| Net MarginNet income ÷ Revenue | +8.3% | -2.8% |
| FCF MarginFCF ÷ Revenue | +19.2% | +12.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +28.6% | +29.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +176.0% | -90.3% |
Valuation Metrics
| Metric | AVPTAvePoint, Inc. | IOTSamsara Inc. |
|---|---|---|
| Market CapShares × price | $2.1B | $7.8B |
| Enterprise ValueMkt cap + debt − cash | $1.6B | $7.7B |
| Trailing P/EPrice ÷ TTM EPS | 71.87x | -103.21x |
| Forward P/EPrice ÷ next-FY EPS est. | 28.18x | 57.00x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 49.07x | — |
| Price / SalesMarket cap ÷ Revenue | 4.99x | 6.24x |
| Price / BookPrice ÷ Book value/share | 5.16x | 15.04x |
| Price / FCFMarket cap ÷ FCF | 25.65x | 69.96x |
Profitability & Efficiency
AVPT delivers a 7.3% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-3 for IOT. AVPT carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to IOT's 0.08x. On the Piotroski fundamental quality scale (0–9), IOT scores 7/9 vs AVPT's 6/9, reflecting strong financial health.
| Metric | AVPTAvePoint, Inc. | IOTSamsara Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +7.3% | -3.2% |
| ROA (TTM)Return on assets | +4.4% | -1.8% |
| ROICReturn on invested capital | +11.4% | -15.8% |
| ROCEReturn on capital employed | +8.1% | -15.8% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.02x | 0.08x |
| Net DebtTotal debt minus cash | -$471M | -$147M |
| Cash & Equiv.Liquid assets | $481M | $228M |
| Total DebtShort + long-term debt | $10M | $80M |
| Interest CoverageEBIT ÷ Interest expense | 77.55x | — |
Total Returns (with DRIP)
A $10,000 investment in IOT five years ago would be worth $11,700 today (with dividends reinvested), compared to $8,069 for AVPT. Over the past 12 months, AVPT leads with a -27.8% total return vs IOT's -39.4%. The 3-year compound annual growth rate (CAGR) favors AVPT at 29.2% vs IOT's 20.2% — a key indicator of consistent wealth creation.
| Metric | AVPTAvePoint, Inc. | IOTSamsara Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -18.5% | -14.8% |
| 1-Year ReturnPast 12 months | -27.8% | -39.4% |
| 3-Year ReturnCumulative with dividends | +115.6% | +73.5% |
| 5-Year ReturnCumulative with dividends | -19.3% | +17.0% |
| 10-Year ReturnCumulative with dividends | +10.2% | +17.0% |
| CAGR (3Y)Annualised 3-year return | +29.2% | +20.2% |
Risk & Volatility
AVPT is the less volatile stock with a 1.16 beta — it tends to amplify market swings less than IOT's 1.49 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IOT currently trades 59.4% from its 52-week high vs AVPT's 53.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | AVPTAvePoint, Inc. | IOTSamsara Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.16x | 1.49x |
| 52-Week HighHighest price in past year | $20.25 | $48.66 |
| 52-Week LowLowest price in past year | $9.86 | $23.38 |
| % of 52W HighCurrent price vs 52-week peak | +53.2% | +59.4% |
| RSI (14)Momentum oscillator 0–100 | 37.1 | 52.1 |
| Avg Volume (50D)Average daily shares traded | 1.7M | 6.4M |
Analyst Outlook
Wall Street rates AVPT as "Buy" and IOT as "Buy". Consensus price targets imply 62.8% upside for AVPT (target: $18) vs 57.2% for IOT (target: $45).
| Metric | AVPTAvePoint, Inc. | IOTSamsara Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $17.55 | $45.42 |
| # AnalystsCovering analysts | 12 | 17 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.4% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Jan 22 | Feb 26 | Change |
|---|---|---|---|
| AvePoint, Inc. (AVPT) | 100 | 181.68 | +81.7% |
| Samsara Inc. (IOT) | 108.38 | 106.92 | -1.3% |
Samsara Inc. (IOT) returned +17% over 5 years vs AvePoint, Inc. (AVPT)'s -19%. A $10,000 investment in IOT 5 years ago would be worth $11,700 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2019 | 2025 | Change |
|---|---|---|---|
| AvePoint, Inc. (AVPT) | $116M | $419M | +261.3% |
| Samsara Inc. (IOT) | $120M | $1.2B | +942.2% |
AvePoint, Inc.'s revenue grew from $116M (2019) to $419M (2025) — a 23.9% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2019 | 2025 | Change |
|---|---|---|---|
| AvePoint, Inc. (AVPT) | 2.6% | 8.4% | +227.8% |
| Samsara Inc. (IOT) | -187.9% | -12.4% | +93.4% |
AvePoint, Inc.'s net margin went from 3% (2019) to 8% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2019 | 2025 | Change |
|---|---|---|---|
| AvePoint, Inc. (AVPT) | 0.07 | 0.15 | +122.9% |
| Samsara Inc. (IOT) | -0.45 | -0.28 | +37.8% |
AvePoint, Inc.'s EPS grew from $0.07 (2019) to $0.15 (2025) — a 14% CAGR.
Chart 5Free Cash Flow — 5 Years
AvePoint, Inc. generated $82M FCF in 2025 (+3075% vs 2021). Samsara Inc. generated $111M FCF in 2025 (+155% vs 2021).
AVPT vs IOT: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is AVPT or IOT a better buy right now?
AvePoint, Inc. (AVPT) offers the better valuation at 71.9x trailing P/E (28.2x forward), making it the more compelling value choice. Analysts rate AvePoint, Inc. (AVPT) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AVPT or IOT?
On forward P/E, AvePoint, Inc. is actually cheaper at 28.2x.
03Which is the better long-term investment — AVPT or IOT?
Over the past 5 years, Samsara Inc. (IOT) delivered a total return of +17.0%, compared to -19.3% for AvePoint, Inc. (AVPT). A $10,000 investment in IOT five years ago would be worth approximately $12K today (assuming dividends reinvested). Over 10 years, the gap is even starker: IOT returned +17.0% versus AVPT's +10.2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AVPT or IOT?
By beta (market sensitivity over 5 years), AvePoint, Inc. (AVPT) is the lower-risk stock at 1.16β versus Samsara Inc.'s 1.49β — meaning IOT is approximately 29% more volatile than AVPT relative to the S&P 500. On balance sheet safety, AvePoint, Inc. (AVPT) carries a lower debt/equity ratio of 2% versus 8% for Samsara Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — AVPT or IOT?
AvePoint, Inc. (AVPT) is the more profitable company, earning 8.4% net margin versus -12.4% for Samsara Inc. — meaning it keeps 8.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AVPT leads at 7.9% versus -15.2% for IOT. At the gross margin level — before operating expenses — IOT leads at 76.1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is AVPT or IOT more undervalued right now?
On forward earnings alone, AvePoint, Inc. (AVPT) trades at 28.2x forward P/E versus 57.0x for Samsara Inc. — 28.8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AVPT: 62.8% to $17.55.
07Which pays a better dividend — AVPT or IOT?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is AVPT or IOT better for a retirement portfolio?
For long-horizon retirement investors, AvePoint, Inc. (AVPT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.16)). Both have compounded well over 10 years (AVPT: +10.2%, IOT: +17.0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between AVPT and IOT?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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