Bill
BILL · Application Software
$50.70
0.1%Samsara
IOT · Application Software
$44.92
2.6%The short version
- Bill is the larger business, with $1.7B of revenue in fiscal 2026 against $1.6B for Samsara.
- Samsara grew revenue faster (29.6%, against 13.0%).
- Samsara kept more of each dollar of sales as operating profit (−3.3% operating margin, against −4.4% operating margin).
- Bill turned more of its sales into free cash flow (25.0% FCF margin, against 12.8% FCF margin).
| Latest fiscal year | BILL · FY26 | IOT · FY26 |
|---|---|---|
| Size | ||
| Market cap | $5.1B | $26.5B |
| Revenue | $1.7B | $1.6B |
| Free cash flow | $413M | $207M |
| Net income | −$11.2M | −$9.1M |
| Growth | ||
| Revenue growth | 13.0% | 29.6% |
| 5-year growth | 47.3% | 45.3% |
| Share count change | −3.8% | 3.1% |
| Profitability | ||
| Gross margin | 80.9% | 76.7% |
| Operating margin | −4.4% | −3.3% |
| Net margin | −0.7% | −0.6% |
| FCF margin | 25.0% | 12.8% |
| Return on capital | −1.7% | — |
| Return on equity | −0.3% | −0.7% |
| Balance sheet | ||
| Net debt | −$101M | — |
| Net debt / EBITDA | — | — |
| Dividends and buybacks | $561M | $0.0M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 4 | — |
FY18
BILL $64.9M
IOT —
FY19
BILL $108M
IOT —
FY20
BILL $158M
IOT —
FY21
BILL $238M
IOT $250M
FY22
BILL $642M
IOT $428M
FY23
BILL $1.1B
IOT $653M
FY24
BILL $1.3B
IOT $937M
FY25
BILL $1.5B
IOT $1.2B
FY26
BILL $1.7B
IOT $1.6B
BILL
IOT
FY18
BILL −12.1%
IOT —
FY19
BILL −9.1%
IOT —
FY20
BILL −21.7%
IOT —
FY21
BILL −47.8%
IOT −83.8%
FY22
BILL −49.4%
IOT −82.6%
FY23
BILL −27.9%
IOT −39.8%
FY24
BILL −13.5%
IOT −34.5%
FY25
BILL −5.5%
IOT −15.2%
FY26
BILL −4.4%
IOT −3.3%
BILL
IOT
FY18
BILL −$9.7M
IOT —
FY19
BILL −$6.7M
IOT —
FY20
BILL −$15.9M
IOT —
FY21
BILL −$14.3M
IOT −$204M
FY22
BILL −$23.5M
IOT −$191M
FY23
BILL $180M
IOT −$136M
FY24
BILL $278M
IOT −$22.8M
FY25
BILL $346M
IOT $111M
FY26
BILL $413M
IOT $207M
BILL
IOT
FY18
BILL —
IOT —
FY19
BILL —
IOT —
FY20
BILL —
IOT —
FY21
BILL —
IOT —
FY22
BILL −9.2%
IOT —
FY23
BILL −7.3%
IOT —
FY24
BILL −4.1%
IOT —
FY25
BILL −1.8%
IOT —
FY26
BILL −1.7%
IOT —
BILL
IOT
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.