Samsara (IOT) vs Leidos (LDOS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Samsara (IOT) has outperformed Leidos (LDOS) over the past year, gaining 4.6% versus a loss of 42.4%. Samsara is the larger company by market cap ($23.72 billion vs $14.25 billion), about 1.7 times the size. On valuation, Leidos trades at a lower forward P/E (8.9x vs 42.7x for Samsara).
Leidos pays a dividend yielding 1.49%, while Samsara does not currently pay one. Leidos converts more of its revenue into profit, with a net margin of 8.4% versus -0.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | IOT | LDOS |
|---|---|---|
| Share price | $40.51 | $113.55 |
| Market cap | $23.72B | $14.25B |
| 1-day change | -2.95% | -2.69% |
| YTD return | +14.27% | -37.06% |
| 1-year return | +4.62% | -42.36% |
| 5-year return | — | +13.22% |
| P/E ratio (TTM) | 289.36 | 10.60 |
| Forward P/E | 42.74 | 8.91 |
| EPS (TTM) | $0.14 | $10.71 |
| Dividend yield | 0.00% | 1.49% |
| Annual dividend | $0.00 | $1.69 |
| Revenue (latest FY) | $1.62B | $17.17B |
| Revenue growth (YoY) | +29.57% | +3.07% |
| Net income (latest FY) | $-9.12M | $1.45B |
| Gross margin | 76.74% | 18.04% |
| Operating margin | -3.25% | 12.28% |
| Net margin | -0.56% | 8.43% |
| 52-week high | $47.47 | $205.77 |
| 52-week low | $23.38 | $98.86 |
| Distance from 52-week high | -14.66% | -44.82% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +28.54% | +36.15% |
| Average volume | 5.98M | 1.38M |
| Shares outstanding | 380.27M | 125.49M |
| Employees | 4,100 | 50,000 |
| Sector | Technology | Technology |
| Industry | EDP Services | EDP Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- IOT has outperformed LDOS by 47.0 percentage points over the past year.
- Samsara trades at a higher earnings multiple (289.4x vs 10.6x trailing P/E).
- Leidos offers a meaningfully higher dividend yield (1.49% vs 0.00%).
- Leidos is more profitable, keeping 8.4 cents of every revenue dollar as net income versus -0.6 cents for Samsara.
- Samsara grew revenue faster in its latest fiscal year (+29.57% vs +3.07%).
About Samsara
IOT stock →Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.
Technology · EDP Services · 4,100 employees
About Leidos
LDOS stock →Leidos Holdings, Inc., together with its subsidiaries, provides services and solutions for government and commercial customers in the United States and internationally. The National Security & Digital segment provides national security software; services by using artificial intelligence and machine learning to coordinate sea, ground, air, and space to help warfighters; offensive, defensive, and physical cyber operation solutions; intelligence analysis, operational support, logistics operations, security, linguistics, force production, biometrics, chemical, biological, radiological, nuclear, and explosives, energetics, training, and other services; and Digital Modernization and transformation services.
Technology · EDP Services · 50,000 employees
IOT vs LDOS FAQ
Which is bigger, Samsara or Leidos?
Samsara (IOT) is larger, with a market capitalization of $23.72B compared with $14.25B for Leidos (LDOS).
Which stock has performed better over the past year, IOT or LDOS?
IOT returned +4.62% over the past 12 months, compared with -42.36% for LDOS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, IOT or LDOS?
LDOS has the lower trailing P/E at 10.6, versus 289.4 for IOT. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Samsara or Leidos?
Leidos pays a dividend yielding 1.49%, while Samsara does not currently pay a regular dividend.
Are Samsara and Leidos in the same industry?
Yes. Both are classified in the EDP Services industry within the Technology sector.