Bill vs Samsara
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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 (β3.3% operating margin, against β4.4%).
- Bill turned more of its sales into free cash flow (25.0% FCF margin, against 12.8%).
| Latest fiscal year | BILL Β· FY26 | IOT Β· FY26 |
|---|---|---|
| Size | ||
| Market cap | $5.1B | $26.5B |
| Revenue | $1.7B | $1.6B |
| Free cash flow | $413M | $207M |
| Net income | β$11.2M | β$9.1M |
| Growth | ||
| Revenue growth | 13.0% | 29.6% |
| 5-year growth | 47.3% | 45.3% |
| Share count change | β3.8% | 3.1% |
| Profitability | ||
| Gross margin | 80.9% | 76.7% |
| Operating margin | β4.4% | β3.3% |
| Net margin | β0.7% | β0.6% |
| FCF margin | 25.0% | 12.8% |
| Return on capital | β1.7% | β |
| Return on equity | β0.3% | β0.7% |
| Balance sheet | ||
| Net debt | β$101M | β |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $561M | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 4 | β |
FY18
BILL $64.9M
IOT β
FY19
BILL $108M
IOT β
FY20
BILL $158M
IOT β
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 β12.1%
IOT β
FY19
BILL β9.1%
IOT β
FY20
BILL β21.7%
IOT β
FY21
BILL β47.8%
IOT β83.8%
FY22
BILL β49.4%
IOT β82.6%
FY23
BILL β27.9%
IOT β39.8%
FY24
BILL β13.5%
IOT β34.5%
FY25
BILL β5.5%
IOT β15.2%
FY26
BILL β4.4%
IOT β3.3%
BILL
IOT
FY18
BILL β$9.7M
IOT β
FY19
BILL β$6.7M
IOT β
FY20
BILL β$15.9M
IOT β
FY21
BILL β$14.3M
IOT β$204M
FY22
BILL β$23.5M
IOT β$191M
FY23
BILL $180M
IOT β$136M
FY24
BILL $278M
IOT β$22.8M
FY25
BILL $346M
IOT $111M
FY26
BILL $413M
IOT $207M
BILL
IOT
FY18
BILL β
IOT β
FY19
BILL β
IOT β
FY20
BILL β
IOT β
FY21
BILL β
IOT β
FY22
BILL β9.2%
IOT β
FY23
BILL β7.3%
IOT β
FY24
BILL β4.1%
IOT β
FY25
BILL β1.8%
IOT β
FY26
BILL β1.7%
IOT β
BILL
IOT
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.