IOT vs MBLY

For growth investors, Samsara Inc.

(IOT) is the stronger pick with 29. 6% revenue growth year-over-year, versus 14. 5% for Mobileye Global Inc. (MBLY). Analysts rate Samsara Inc. (IOT) a "Buy" — based on 18 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.

Over the past 5 years, Samsara Inc.

(IOT) delivered a total return of +17. 1%, compared to -68. 7% for Mobileye Global Inc. (MBLY). Over 10 years, the gap is even starker: IOT returned +17. 1% versus MBLY's -68. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Samsara Inc.

(IOT) is the lower-risk stock at 1. 46β versus Mobileye Global Inc. 's 1. 80β — meaning MBLY is approximately 24% more volatile than IOT relative to the S&P 500.

By revenue growth (latest reported year), Samsara Inc.

(IOT) is pulling ahead at 29. 6% versus 14. 5% for Mobileye Global Inc. (MBLY). On earnings-per-share growth, the picture is similar: Samsara Inc. grew EPS 92. 9% year-over-year, compared to 87. 4% for Mobileye Global Inc.. Over a 3-year CAGR, IOT leads at 35. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Samsara Inc.

(IOT) is the more profitable company, earning -0. 6% net margin versus -20. 7% for Mobileye Global Inc. — meaning it keeps -0. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IOT leads at -3. 2% versus -23. 2% for MBLY. At the gross margin level — before operating expenses — IOT leads at 76. 7%, 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.

On forward earnings alone, Mobileye Global Inc.

(MBLY) trades at 32. 1x forward P/E versus 57. 0x for Samsara Inc. — 24. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MBLY: 59. 2% to $14. 44.

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.

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. Mobileye Global Inc. (MBLY) carries a higher beta of 1. 80 — 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. 1%, MBLY: -68. 7%), 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.

These companies operate in different sectors (IOT (Technology) and MBLY (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: IOT is a small-cap high-growth stock; MBLY is a small-cap quality compounder stock. 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.