Samsara (IOT) vs Workday (WDAY)
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 Workday (WDAY) over the past year, gaining 4.6% versus a loss of 21.0%. Workday is the larger company by market cap ($44.44 billion vs $23.62 billion), about 1.9 times the size, while Samsara is growing revenue faster (+29.6% vs +13.1%). On valuation, Workday trades at a lower forward P/E (13.9x vs 42.6x for Samsara).
Workday converts more of its revenue into profit, with a net margin of 7.3% 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 | WDAY |
|---|---|---|
| Share price | $40.34 | $184.39 |
| Market cap | $23.62B | $44.44B |
| 1-day change | -0.43% | +0.07% |
| YTD return | +14.27% | -14.21% |
| 1-year return | +4.62% | -20.98% |
| 5-year return | — | -32.00% |
| P/E ratio (TTM) | 288.11 | 37.55 |
| Forward P/E | 42.55 | 13.93 |
| EPS (TTM) | $0.14 | $4.91 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.62B | $9.55B |
| Revenue growth (YoY) | +29.57% | +13.09% |
| Net income (latest FY) | $-9.12M | $693.00M |
| Gross margin | 76.74% | — |
| Operating margin | -3.25% | 7.55% |
| Net margin | -0.56% | 7.26% |
| 52-week high | $47.47 | $247.40 |
| 52-week low | $23.38 | $110.36 |
| Distance from 52-week high | -15.03% | -25.47% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +29.09% | +12.95% |
| Average volume | 5.98M | 3.89M |
| Shares outstanding | 380.27M | 196.00M |
| Employees | 4,100 | 20,896 |
| 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 WDAY by 25.6 percentage points over the past year.
- Samsara trades at a higher earnings multiple (288.1x vs 37.6x trailing P/E).
- Workday is more profitable, keeping 7.3 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 +13.09%).
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 Workday
WDAY stock →Workday, Inc. provides enterprise cloud applications in the United States and internationally.
Technology · EDP Services · 20,896 employees
IOT vs WDAY FAQ
Which is bigger, Samsara or Workday?
Workday (WDAY) is larger, with a market capitalization of $44.44B compared with $23.62B for Samsara (IOT).
Which stock has performed better over the past year, IOT or WDAY?
IOT returned +4.62% over the past 12 months, compared with -20.98% for WDAY (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, IOT or WDAY?
WDAY has the lower trailing P/E at 37.6, versus 288.1 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 Workday in the same industry?
Yes. Both are classified in the EDP Services industry within the Technology sector.