Samsara (IOT) vs Toast (TOST)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Samsara (IOT) has outperformed Toast (TOST) over the past year, gaining 4.6% versus a loss of 17.8%. Samsara is the larger company by market cap ($23.72 billion vs $17.66 billion), about 1.3 times the size. On valuation, Toast trades at a lower forward P/E (17.6x vs 42.7x for Samsara).
Toast converts more of its revenue into profit, with a net margin of 5.6% 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 | TOST |
|---|---|---|
| Share price | $40.51 | $30.55 |
| Market cap | $23.72B | $17.66B |
| 1-day change | -2.95% | +0.99% |
| YTD return | +14.27% | -13.97% |
| 1-year return | +4.62% | -17.81% |
| 5-year return | — | -45.65% |
| P/E ratio (TTM) | 289.36 | 38.67 |
| Forward P/E | 42.74 | 17.61 |
| EPS (TTM) | $0.14 | $0.79 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.62B | $6.15B |
| Revenue growth (YoY) | +29.57% | +24.05% |
| Net income (latest FY) | $-9.12M | $342.00M |
| Gross margin | 76.74% | 25.89% |
| Operating margin | -3.25% | 4.75% |
| Net margin | -0.56% | 5.56% |
| 52-week high | $47.47 | $39.73 |
| 52-week low | $23.38 | $22.26 |
| Distance from 52-week high | -14.66% | -23.10% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +28.54% | +27.40% |
| Average volume | 6.01M | 9.26M |
| Shares outstanding | 380.27M | 514.00M |
| Employees | 4,100 | 6,500 |
| 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 TOST by 22.4 percentage points over the past year.
- Samsara trades at a higher earnings multiple (289.4x vs 38.7x trailing P/E).
- Toast is more profitable, keeping 5.6 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 +24.05%).
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 Toast
TOST stock →Toast, Inc. operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.
Technology · EDP Services · 6,500 employees
IOT vs TOST FAQ
Which is bigger, Samsara or Toast?
Samsara (IOT) is larger, with a market capitalization of $23.72B compared with $17.66B for Toast (TOST).
Which stock has performed better over the past year, IOT or TOST?
IOT returned +4.62% over the past 12 months, compared with -17.81% for TOST (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, IOT or TOST?
TOST has the lower trailing P/E at 38.7, 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.
Are Samsara and Toast in the same industry?
Yes. Both are classified in the EDP Services industry within the Technology sector.