Dolby
DLB · Application Software
$62.85
0.7%Samsara
IOT · Application Software
$44.92
2.6%The short version
- Samsara is the larger business, with $1.6B of revenue in fiscal 2026 against $1.3B for Dolby.
- Samsara grew revenue faster (29.6%, against 5.9%).
- Dolby kept more of each dollar of sales as operating profit (19.6% operating margin, against −3.3% operating margin).
- Dolby turned more of its sales into free cash flow (32.3% FCF margin, against 12.8% FCF margin).
| Latest fiscal year | DLB · FY25 | IOT · FY26 |
|---|---|---|
| Size | ||
| Market cap | $5.9B | $26.5B |
| Revenue | $1.3B | $1.6B |
| Free cash flow | $436M | $207M |
| Net income | $255M | −$9.1M |
| Growth | ||
| Revenue growth | 5.9% | 29.6% |
| 5-year growth | 3.0% | 45.3% |
| Share count change | 0.2% | 3.1% |
| Profitability | ||
| Gross margin | 88.1% | 76.7% |
| Operating margin | 19.6% | −3.3% |
| Net margin | 18.9% | −0.6% |
| FCF margin | 32.3% | 12.8% |
| Return on capital | 11.4% | — |
| Return on equity | 10.0% | −0.7% |
| Balance sheet | ||
| Net debt | −$703M | — |
| Net debt / EBITDA | −2.0x | — |
| Dividends and buybacks | $252M | $0.0M |
| Valuation & quality | ||
| P/E | 26.7x | — |
| Piotroski F-score | 5 | — |
FY17
DLB $1.1B
IOT —
FY18
DLB $1.1B
IOT —
FY19
DLB $1.2B
IOT —
FY20
DLB $1.2B
IOT —
FY21
DLB $1.3B
IOT $250M
FY22
DLB $1.3B
IOT $428M
FY23
DLB $1.3B
IOT $653M
FY24
DLB $1.3B
IOT $937M
FY25
DLB $1.3B
IOT $1.2B
FY26
DLB —
IOT $1.6B
DLB
IOT
FY17
DLB 22.9%
IOT —
FY18
DLB 17.4%
IOT —
FY19
DLB 20.7%
IOT —
FY20
DLB 18.8%
IOT —
FY21
DLB 26.9%
IOT −83.8%
FY22
DLB 16.5%
IOT −82.6%
FY23
DLB 16.6%
IOT −39.8%
FY24
DLB 20.3%
IOT −34.5%
FY25
DLB 19.6%
IOT −15.2%
FY26
DLB —
IOT −3.3%
DLB
IOT
FY17
DLB $278M
IOT —
FY18
DLB $279M
IOT —
FY19
DLB $231M
IOT —
FY20
DLB $278M
IOT —
FY21
DLB $393M
IOT −$204M
FY22
DLB $271M
IOT −$191M
FY23
DLB $337M
IOT −$136M
FY24
DLB $297M
IOT −$22.8M
FY25
DLB $436M
IOT $111M
FY26
DLB —
IOT $207M
DLB
IOT
FY17
DLB 12.9%
IOT —
FY18
DLB 6.6%
IOT —
FY19
DLB 17.4%
IOT —
FY20
DLB 15.6%
IOT —
FY21
DLB 23.2%
IOT —
FY22
DLB 12.7%
IOT —
FY23
DLB 11.9%
IOT —
FY24
DLB 12.5%
IOT —
FY25
DLB 11.4%
IOT —
FY26
DLB —
IOT —
DLB
IOT
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