Comprehensive Stock Comparison
Compare Samsara Inc. (IOT) vs Klaviyo, Inc. (KVYO) 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 KVYO's 31.6% |
| Value | KVYO | Lower P/E (21.0x vs 57.0x) |
| Quality / Margins | KVYO | 5.7% net margin vs IOT's -2.8% |
| Stability / Safety | IOT | Beta 1.49 vs KVYO's 1.52, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | IOT | -39.4% vs KVYO's -55.7% |
| Efficiency (ROA) | KVYO | 442.2% ROA vs IOT's -1.8%, ROIC -22.2% 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
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.
Klaviyo is a marketing automation platform that helps e-commerce businesses send personalized messages across email, SMS, and push notifications. It makes money primarily through subscription fees for its SaaS platform — typically based on the number of customer contacts — with additional revenue from usage-based pricing for SMS messages. The company's key advantage is its deep integration with e-commerce platforms like Shopify and its sophisticated customer data platform that enables highly targeted, data-driven marketing campaigns.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
KVYO leads in 2 of 6 categories (Financial Metrics, Valuation Metrics). IOT leads in 2 (Total Returns, Risk & Volatility). 1 tied.
Financial Metrics (TTM)
IOT and KVYO operate at a comparable scale, with $1.5B and $1.2B in trailing revenue. KVYO is the more profitable business, keeping 5.7% of every revenue dollar as net income compared to IOT's -2.8%.
| Metric | IOTSamsara Inc. | KVYOKlaviyo, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.5B | $1.2B |
| EBITDAEarnings before interest/tax | -$37M | -$1.9B |
| Net IncomeAfter-tax profit | -$42M | $7.0B |
| Free Cash FlowCash after capex | $194M | $93.3B |
| Gross MarginGross profit ÷ Revenue | +76.9% | +74.7% |
| Operating MarginEBIT ÷ Revenue | -5.2% | -5.5% |
| Net MarginNet income ÷ Revenue | -2.8% | +5.7% |
| FCF MarginFCF ÷ Revenue | +12.8% | +75.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +29.2% | +29.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -90.3% | +120.0% |
Valuation Metrics
| Metric | IOTSamsara Inc. | KVYOKlaviyo, Inc. |
|---|---|---|
| Market CapShares × price | $7.8B | $2.8B |
| Enterprise ValueMkt cap + debt − cash | $7.7B | $1.8B |
| Trailing P/EPrice ÷ TTM EPS | -103.21x | -158.27x |
| Forward P/EPrice ÷ next-FY EPS est. | 57.00x | 21.05x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 6.24x | 2.26x |
| Price / BookPrice ÷ Book value/share | 15.04x | 4.23x |
| Price / FCFMarket cap ÷ FCF | 69.96x | 12.77x |
Profitability & Efficiency
KVYO delivers a 5.8% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $-3 for IOT. IOT carries lower financial leverage with a 0.08x debt-to-equity ratio, signaling a more conservative balance sheet compared to KVYO's 0.10x. On the Piotroski fundamental quality scale (0–9), IOT scores 7/9 vs KVYO's 4/9, reflecting strong financial health.
| Metric | IOTSamsara Inc. | KVYOKlaviyo, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | -3.2% | +5.8% |
| ROA (TTM)Return on assets | -1.8% | +4.4% |
| ROICReturn on invested capital | -15.8% | -22.2% |
| ROCEReturn on capital employed | -15.8% | -5.7% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 4 |
| Debt / EquityFinancial leverage | 0.08x | 0.10x |
| Net DebtTotal debt minus cash | -$147M | -$944M |
| Cash & Equiv.Liquid assets | $228M | $1.1B |
| Total DebtShort + long-term debt | $80M | $121M |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (with DRIP)
A $10,000 investment in IOT five years ago would be worth $11,700 today (with dividends reinvested), compared to $5,314 for KVYO. Over the past 12 months, IOT leads with a -39.4% total return vs KVYO's -55.7%. The 3-year compound annual growth rate (CAGR) favors IOT at 20.2% vs KVYO's -19.0% — a key indicator of consistent wealth creation.
| Metric | IOTSamsara Inc. | KVYOKlaviyo, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -14.8% | -40.6% |
| 1-Year ReturnPast 12 months | -39.4% | -55.7% |
| 3-Year ReturnCumulative with dividends | +73.5% | -46.9% |
| 5-Year ReturnCumulative with dividends | +17.0% | -46.9% |
| 10-Year ReturnCumulative with dividends | +17.0% | -46.9% |
| CAGR (3Y)Annualised 3-year return | +20.2% | -19.0% |
Risk & Volatility
IOT is the less volatile stock with a 1.49 beta — it tends to amplify market swings less than KVYO's 1.52 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 KVYO's 42.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | IOTSamsara Inc. | KVYOKlaviyo, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.49x | 1.52x |
| 52-Week HighHighest price in past year | $48.66 | $40.60 |
| 52-Week LowLowest price in past year | $23.38 | $15.53 |
| % of 52W HighCurrent price vs 52-week peak | +59.4% | +42.9% |
| RSI (14)Momentum oscillator 0–100 | 52.1 | 40.6 |
| Avg Volume (50D)Average daily shares traded | 6.4M | 3.3M |
Analyst Outlook
Wall Street rates IOT as "Buy" and KVYO as "Buy". Consensus price targets imply 94.5% upside for KVYO (target: $34) vs 57.2% for IOT (target: $45).
| Metric | IOTSamsara Inc. | KVYOKlaviyo, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $45.42 | $33.87 |
| # AnalystsCovering analysts | 17 | 22 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Oct 23 | Feb 26 | Change |
|---|---|---|---|
| Samsara Inc. (IOT) | 100 | 103.85 | +3.9% |
| Klaviyo, Inc. (KVYO) | 102.17 | 68.86 | -32.6% |
Samsara Inc. (IOT) returned +17% over 5 years vs Klaviyo, Inc. (KVYO)'s -47%. A $10,000 investment in IOT 5 years ago would be worth $11,700 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2020 | 2025 | Change |
|---|---|---|---|
| Samsara Inc. (IOT) | $120M | $1.2B | +942.2% |
| Klaviyo, Inc. (KVYO) | $291M | $1.2B | +324.6% |
Samsara Inc.'s revenue grew from $120M (2020) to $1.2B (2025) — a 59.8% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2020 | 2025 | Change |
|---|---|---|---|
| Samsara Inc. (IOT) | -187.9% | -12.4% | +93.4% |
| Klaviyo, Inc. (KVYO) | -27.3% | -2.6% | +90.6% |
Samsara Inc.'s net margin went from -188% (2020) to -12% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2020 | 2025 | Change |
|---|---|---|---|
| Samsara Inc. (IOT) | -0.45 | -0.28 | +37.8% |
| Klaviyo, Inc. (KVYO) | -0.32 | -0.11 | +65.6% |
Samsara Inc.'s EPS grew from $-0.45 (2020) to $-0.28 (2025).
Chart 5Free Cash Flow — 5 Years
Samsara Inc. generated $111M FCF in 2025 (+155% vs 2021). Klaviyo, Inc. generated $218M FCF in 2025 (+690% vs 2021).
IOT vs KVYO: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is IOT or KVYO a better buy right now?
Analysts rate Samsara Inc. (IOT) a "Buy" — based on 17 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 is the better long-term investment — IOT or KVYO?
Over the past 5 years, Samsara Inc. (IOT) delivered a total return of +17.0%, compared to -46.9% for Klaviyo, Inc. (KVYO). 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 KVYO's -46.9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — IOT or KVYO?
By beta (market sensitivity over 5 years), Samsara Inc. (IOT) is the lower-risk stock at 1.49β versus Klaviyo, Inc.'s 1.52β — meaning KVYO is approximately 2% more volatile than IOT relative to the S&P 500. On balance sheet safety, Samsara Inc. (IOT) carries a lower debt/equity ratio of 8% versus 10% for Klaviyo, Inc. — giving it more financial flexibility in a downturn.
04Which has better profit margins — IOT or KVYO?
Klaviyo, Inc. (KVYO) is the more profitable company, earning -2.6% net margin versus -12.4% for Samsara Inc. — meaning it keeps -2.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KVYO leads at -5.5% 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.
05Is IOT or KVYO more undervalued right now?
On forward earnings alone, Klaviyo, Inc. (KVYO) trades at 21.0x forward P/E versus 57.0x for Samsara Inc. — 36.0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KVYO: 94.5% to $33.87.
06Which pays a better dividend — IOT or KVYO?
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.
07Is IOT or KVYO better for a retirement portfolio?
For long-horizon retirement investors, Samsara Inc. (IOT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Klaviyo, Inc. (KVYO) carries a higher beta of 1.52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IOT: +17.0%, KVYO: -46.9%), 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.
08What are the main differences between IOT and KVYO?
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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