Comprehensive Stock Comparison
Compare Samsara Inc. (IOT) vs MongoDB, Inc. (MDB) 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 MDB's 19.2% |
| Value | IOT | Lower P/E (57.0x vs 68.2x) |
| Quality / Margins | IOT | -2.8% net margin vs MDB's -3.1% |
| Stability / Safety | IOT | Beta 1.49 vs MDB's 1.68 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | MDB | +22.8% vs IOT's -39.4% |
| Efficiency (ROA) | IOT | -1.8% ROA vs MDB's -2.0%, ROIC -15.8% vs -8.6% |
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.
MongoDB is a modern database platform company that offers a flexible, document-based database system as an alternative to traditional relational databases. It generates revenue primarily through its cloud-based MongoDB Atlas service — which accounts for over 60% of total revenue — along with its on-premise Enterprise Advanced licenses and professional services. The company's key advantage is its developer-friendly document model that enables faster application development and its first-mover position in the NoSQL database market.
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
IOT leads in 3 of 6 categories (Financial Metrics, Valuation Metrics). MDB leads in 1 (Profitability & Efficiency). 1 tied.
Financial Metrics (TTM)
MDB is the larger business by revenue, generating $2.3B annually — 1.5x IOT's $1.5B. Profitability is closely matched — net margins range from -2.8% (IOT) to -3.1% (MDB). On growth, IOT holds the edge at +29.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | IOTSamsara Inc. | MDBMongoDB, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.5B | $2.3B |
| EBITDAEarnings before interest/tax | -$37M | -$121M |
| Net IncomeAfter-tax profit | -$42M | -$71M |
| Free Cash FlowCash after capex | $194M | $355M |
| Gross MarginGross profit ÷ Revenue | +76.9% | +71.6% |
| Operating MarginEBIT ÷ Revenue | -5.2% | -6.7% |
| Net MarginNet income ÷ Revenue | -2.8% | -3.1% |
| FCF MarginFCF ÷ Revenue | +12.8% | +15.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +29.2% | +18.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -90.3% | +81.0% |
Valuation Metrics
| Metric | IOTSamsara Inc. | MDBMongoDB, Inc. |
|---|---|---|
| Market CapShares × price | $7.8B | $26.7B |
| Enterprise ValueMkt cap + debt − cash | $7.7B | $26.3B |
| Trailing P/EPrice ÷ TTM EPS | -103.21x | -189.87x |
| Forward P/EPrice ÷ next-FY EPS est. | 57.00x | 68.24x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 6.24x | 13.32x |
| Price / BookPrice ÷ Book value/share | 15.04x | 8.80x |
| Price / FCFMarket cap ÷ FCF | 69.96x | 221.51x |
Profitability & Efficiency
MDB delivers a -2.5% return on equity — every $100 of shareholder capital generates $-2 in annual profit, vs $-3 for IOT. MDB carries lower financial leverage with a 0.01x 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 MDB's 5/9, reflecting strong financial health.
| Metric | IOTSamsara Inc. | MDBMongoDB, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | -3.2% | -2.5% |
| ROA (TTM)Return on assets | -1.8% | -2.0% |
| ROICReturn on invested capital | -15.8% | -8.6% |
| ROCEReturn on capital employed | -15.8% | -8.4% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.08x | 0.01x |
| Net DebtTotal debt minus cash | -$147M | -$454M |
| Cash & Equiv.Liquid assets | $228M | $490M |
| Total DebtShort + long-term debt | $80M | $37M |
| Interest CoverageEBIT ÷ Interest expense | — | -9.95x |
Total Returns (with DRIP)
A $10,000 investment in IOT five years ago would be worth $11,700 today (with dividends reinvested), compared to $8,315 for MDB. Over the past 12 months, MDB leads with a +22.8% total return vs IOT's -39.4%. The 3-year compound annual growth rate (CAGR) favors IOT at 20.2% vs MDB's 16.2% — a key indicator of consistent wealth creation.
| Metric | IOTSamsara Inc. | MDBMongoDB, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -14.8% | -17.8% |
| 1-Year ReturnPast 12 months | -39.4% | +22.8% |
| 3-Year ReturnCumulative with dividends | +73.5% | +56.8% |
| 5-Year ReturnCumulative with dividends | +17.0% | -16.9% |
| 10-Year ReturnCumulative with dividends | +17.0% | +924.2% |
| CAGR (3Y)Annualised 3-year return | +20.2% | +16.2% |
Risk & Volatility
IOT is the less volatile stock with a 1.49 beta — it tends to amplify market swings less than MDB's 1.68 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MDB currently trades 73.9% from its 52-week high vs IOT's 59.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | IOTSamsara Inc. | MDBMongoDB, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.49x | 1.68x |
| 52-Week HighHighest price in past year | $48.66 | $444.72 |
| 52-Week LowLowest price in past year | $23.38 | $140.78 |
| % of 52W HighCurrent price vs 52-week peak | +59.4% | +73.9% |
| RSI (14)Momentum oscillator 0–100 | 52.1 | 43.7 |
| Avg Volume (50D)Average daily shares traded | 6.4M | 1.2M |
Analyst Outlook
Wall Street rates IOT as "Buy" and MDB as "Buy". Consensus price targets imply 57.2% upside for IOT (target: $45) vs 33.1% for MDB (target: $437).
| Metric | IOTSamsara Inc. | MDBMongoDB, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $45.42 | $437.20 |
| # AnalystsCovering analysts | 17 | 44 |
| 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 | Dec 21 | Feb 26 | Change |
|---|---|---|---|
| Samsara Inc. (IOT) | 100 | 106.92 | +6.9% |
| MongoDB, Inc. (MDB) | 100 | 76.44 | -23.6% |
Samsara Inc. (IOT) returned +17% over 5 years vs MongoDB, Inc. (MDB)'s -17%. A $10,000 investment in IOT 5 years ago would be worth $11,700 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Samsara Inc. (IOT) | $120M | $1.2B | +942.2% |
| MongoDB, Inc. (MDB) | $65M | $2.0B | +2974.0% |
MongoDB, Inc.'s revenue grew from $65M (2016) to $2.0B (2025) — a 46.3% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Samsara Inc. (IOT) | -187.9% | -12.4% | +93.4% |
| MongoDB, Inc. (MDB) | -112.6% | -6.4% | +94.3% |
MongoDB, Inc.'s net margin went from -113% (2016) to -6% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Samsara Inc. (IOT) | -0.45 | -0.28 | +37.8% |
| MongoDB, Inc. (MDB) | -6.34 | -1.73 | +72.7% |
MongoDB, Inc.'s EPS grew from $-6.34 (2016) to $-1.73 (2025).
Chart 5Free Cash Flow — 5 Years
Samsara Inc. generated $111M FCF in 2025 (+155% vs 2021). MongoDB, Inc. generated $121M FCF in 2025 (+322% vs 2021).
IOT vs MDB: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is IOT or MDB 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 MDB?
Over the past 5 years, Samsara Inc. (IOT) delivered a total return of +17.0%, compared to -16.9% for MongoDB, Inc. (MDB). 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: MDB returned +924.2% versus IOT's +17.0%. 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 MDB?
By beta (market sensitivity over 5 years), Samsara Inc. (IOT) is the lower-risk stock at 1.49β versus MongoDB, Inc.'s 1.68β — meaning MDB is approximately 12% more volatile than IOT relative to the S&P 500. On balance sheet safety, MongoDB, Inc. (MDB) carries a lower debt/equity ratio of 1% versus 8% for Samsara Inc. — giving it more financial flexibility in a downturn.
04Which has better profit margins — IOT or MDB?
MongoDB, Inc. (MDB) is the more profitable company, earning -6.4% net margin versus -12.4% for Samsara Inc. — meaning it keeps -6.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MDB leads at -10.8% 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 MDB more undervalued right now?
On forward earnings alone, Samsara Inc. (IOT) trades at 57.0x forward P/E versus 68.2x for MongoDB, Inc. — 11.2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IOT: 57.2% to $45.42.
06Which pays a better dividend — IOT or MDB?
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 MDB better for a retirement portfolio?
For long-horizon retirement investors, MongoDB, Inc. (MDB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+924.2% 10Y return). Both have compounded well over 10 years (MDB: +924.2%, 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.
08What are the main differences between IOT and MDB?
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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