Comprehensive Stock Comparison
Compare Samsara Inc. (IOT) vs Teradata Corporation (TDC) 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 TDC's -4.5% |
| Value | TDC | Lower P/E (12.0x vs 57.0x) |
| Quality / Margins | TDC | 7.8% net margin vs IOT's -2.8% |
| Stability / Safety | TDC | Beta 1.30 vs IOT's 1.49 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | TDC | +32.1% vs IOT's -39.4% |
| Efficiency (ROA) | TDC | 7.3% ROA vs IOT's -1.8%, ROIC 54.2% 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.
Teradata provides a connected multi-cloud data platform for enterprise analytics, enabling companies to manage and analyze data across hybrid cloud environments. It generates revenue primarily through subscription-based software licenses for its Teradata Vantage platform — roughly 80% of total revenue — with the remainder coming from consulting and support services. The company's key advantage is its decades of expertise in enterprise-scale data warehousing and analytics, giving it deep relationships with large organizations that rely on its proven platform for mission-critical workloads.
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
TDC leads in 4 of 6 categories — strongest in Financial Metrics and Valuation Metrics. 1 category is tied.
Financial Metrics (TTM)
TDC and IOT operate at a comparable scale, with $1.7B and $1.5B in trailing revenue. TDC is the more profitable business, keeping 7.8% of every revenue dollar as net income compared to IOT's -2.8%. On growth, IOT holds the edge at +29.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | IOTSamsara Inc. | TDCTeradata Corporat… |
|---|---|---|
| RevenueTrailing 12 months | $1.5B | $1.7B |
| EBITDAEarnings before interest/tax | -$37M | $274M |
| Net IncomeAfter-tax profit | -$42M | $130M |
| Free Cash FlowCash after capex | $194M | $305M |
| Gross MarginGross profit ÷ Revenue | +76.9% | +59.5% |
| Operating MarginEBIT ÷ Revenue | -5.2% | +12.3% |
| Net MarginNet income ÷ Revenue | -2.8% | +7.8% |
| FCF MarginFCF ÷ Revenue | +12.8% | +18.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +29.2% | +2.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -90.3% | +46.2% |
Valuation Metrics
| Metric | IOTSamsara Inc. | TDCTeradata Corporat… |
|---|---|---|
| Market CapShares × price | $7.8B | $3.0B |
| Enterprise ValueMkt cap + debt − cash | $7.7B | $3.1B |
| Trailing P/EPrice ÷ TTM EPS | -103.21x | 27.15x |
| Forward P/EPrice ÷ next-FY EPS est. | 57.00x | 11.98x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 10.19x |
| Price / SalesMarket cap ÷ Revenue | 6.24x | 1.71x |
| Price / BookPrice ÷ Book value/share | 15.04x | 23.25x |
| Price / FCFMarket cap ÷ FCF | 69.96x | 10.80x |
Profitability & Efficiency
TDC delivers a 56.5% return on equity — every $100 of shareholder capital generates $57 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 TDC's 4.33x.
| Metric | IOTSamsara Inc. | TDCTeradata Corporat… |
|---|---|---|
| ROE (TTM)Return on equity | -3.2% | +56.5% |
| ROA (TTM)Return on assets | -1.8% | +7.3% |
| ROICReturn on invested capital | -15.8% | +54.2% |
| ROCEReturn on capital employed | -15.8% | +25.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 7 |
| Debt / EquityFinancial leverage | 0.08x | 4.33x |
| Net DebtTotal debt minus cash | -$147M | $156M |
| Cash & Equiv.Liquid assets | $228M | $420M |
| Total DebtShort + long-term debt | $80M | $576M |
| Interest CoverageEBIT ÷ Interest expense | — | 7.25x |
Total Returns (with DRIP)
A $10,000 investment in IOT five years ago would be worth $11,700 today (with dividends reinvested), compared to $7,474 for TDC. Over the past 12 months, TDC leads with a +32.1% total return vs IOT's -39.4%. The 3-year compound annual growth rate (CAGR) favors IOT at 20.2% vs TDC's -8.2% — a key indicator of consistent wealth creation.
| Metric | IOTSamsara Inc. | TDCTeradata Corporat… |
|---|---|---|
| YTD ReturnYear-to-date | -14.8% | +6.1% |
| 1-Year ReturnPast 12 months | -39.4% | +32.1% |
| 3-Year ReturnCumulative with dividends | +73.5% | -22.7% |
| 5-Year ReturnCumulative with dividends | +17.0% | -25.3% |
| 10-Year ReturnCumulative with dividends | +17.0% | +26.2% |
| CAGR (3Y)Annualised 3-year return | +20.2% | -8.2% |
Risk & Volatility
TDC is the less volatile stock with a 1.30 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. TDC currently trades 75.4% 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. | TDCTeradata Corporat… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.49x | 1.30x |
| 52-Week HighHighest price in past year | $48.66 | $41.78 |
| 52-Week LowLowest price in past year | $23.38 | $18.43 |
| % of 52W HighCurrent price vs 52-week peak | +59.4% | +75.4% |
| RSI (14)Momentum oscillator 0–100 | 52.1 | 51.6 |
| Avg Volume (50D)Average daily shares traded | 6.4M | 1.4M |
Analyst Outlook
Wall Street rates IOT as "Buy" and TDC as "Hold". Consensus price targets imply 57.2% upside for IOT (target: $45) vs 11.1% for TDC (target: $35).
| Metric | IOTSamsara Inc. | TDCTeradata Corporat… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $45.42 | $35.00 |
| # AnalystsCovering analysts | 17 | 47 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +7.2% |
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% |
| Teradata Corporation (TDC) | 100 | 63.8 | -36.2% |
Samsara Inc. (IOT) returned +17% over 5 years vs Teradata Corporation (TDC)'s -25%. 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% |
| Teradata Corporation (TDC) | $2.3B | $1.8B | -24.6% |
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Samsara Inc. (IOT) | -187.9% | -12.4% | +93.4% |
| Teradata Corporation (TDC) | 5.4% | 6.5% | +21.0% |
Chart 4P/E Ratio History — 6 Years
| Stock | 2018 | 2024 | Change |
|---|---|---|---|
| Teradata Corporation (TDC) | 153.4 | 26.9 | -82.5% |
Teradata Corporation has traded in a 19x–153x P/E range over 6 years; current trailing P/E is ~27x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Samsara Inc. (IOT) | -0.45 | -0.28 | +37.8% |
| Teradata Corporation (TDC) | 0.95 | 1.16 | +22.1% |
Chart 6Free Cash Flow — 5 Years
Samsara Inc. generated $111M FCF in 2025 (+155% vs 2021). Teradata Corporation generated $277M FCF in 2024 (-36% vs 2021).
IOT vs TDC: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is IOT or TDC a better buy right now?
Teradata Corporation (TDC) offers the better valuation at 27.1x trailing P/E (12.0x forward), making it the more compelling value choice. 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 has the better valuation — IOT or TDC?
On forward P/E, Teradata Corporation is actually cheaper at 12.0x.
03Which is the better long-term investment — IOT or TDC?
Over the past 5 years, Samsara Inc. (IOT) delivered a total return of +17.0%, compared to -25.3% for Teradata Corporation (TDC). 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: TDC returned +26.2% 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.
04Which is safer — IOT or TDC?
By beta (market sensitivity over 5 years), Teradata Corporation (TDC) is the lower-risk stock at 1.30β versus Samsara Inc.'s 1.49β — meaning IOT is approximately 15% more volatile than TDC relative to the S&P 500. On balance sheet safety, Samsara Inc. (IOT) carries a lower debt/equity ratio of 8% versus 4% for Teradata Corporation — giving it more financial flexibility in a downturn.
05Which has better profit margins — IOT or TDC?
Teradata Corporation (TDC) is the more profitable company, earning 6.5% net margin versus -12.4% for Samsara Inc. — meaning it keeps 6.5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TDC leads at 11.9% 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 IOT or TDC more undervalued right now?
On forward earnings alone, Teradata Corporation (TDC) trades at 12.0x forward P/E versus 57.0x for Samsara Inc. — 45.0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IOT: 57.2% to $45.42.
07Which pays a better dividend — IOT or TDC?
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 IOT or TDC better for a retirement portfolio?
For long-horizon retirement investors, Teradata Corporation (TDC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Both have compounded well over 10 years (TDC: +26.2%, 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 IOT and TDC?
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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