Samsara vs Pegasystems
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The short version
- Pegasystems is the larger business, with $1.7B of revenue in fiscal 2025 against $1.6B for Samsara.
- Samsara grew revenue faster (29.6%, against 16.6%).
- Pegasystems kept more of each dollar of sales as operating profit (15.1% operating margin, against β3.3%).
- Pegasystems turned more of its sales into free cash flow (28.1% FCF margin, against 12.8%).
| Latest fiscal year | IOT Β· FY26 | PEGA Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $26.5B | $6.1B |
| Revenue | $1.6B | $1.7B |
| Free cash flow | $207M | $491M |
| Net income | β$9.1M | $393M |
| Growth | ||
| Revenue growth | 29.6% | 16.6% |
| 5-year growth | 45.3% | 11.4% |
| Share count change | 3.1% | 3.1% |
| Profitability | ||
| Gross margin | 76.7% | 75.9% |
| Operating margin | β3.3% | 15.1% |
| Net margin | β0.6% | 22.5% |
| FCF margin | 12.8% | 28.1% |
| Return on capital | β | β |
| Return on equity | β0.7% | 57.3% |
| Balance sheet | ||
| Net debt | β | β$426M |
| Net debt / EBITDA | β | β1.5x |
| Dividends and buybacks | $0.0M | $515M |
| Valuation & quality | ||
| P/E | β | 22.6x |
| Piotroski F-score | β | 6 |
Revenue
FY17
IOT β
PEGA $889M
FY18
IOT β
PEGA $892M
FY19
IOT β
PEGA $911M
FY20
IOT β
PEGA $1.0B
FY21
IOT $250M
PEGA $1.2B
FY22
IOT $428M
PEGA $1.3B
FY23
IOT $653M
PEGA $1.4B
FY24
IOT $937M
PEGA $1.5B
FY25
IOT $1.2B
PEGA $1.7B
FY26
IOT $1.6B
PEGA β
IOT
PEGA
Operating margin
FY17
IOT β
PEGA 10.5%
FY18
IOT β
PEGA β1.9%
FY19
IOT β
PEGA β14.8%
FY20
IOT β
PEGA β14.1%
FY21
IOT β83.8%
PEGA β7.8%
FY22
IOT β82.6%
PEGA β8.3%
FY23
IOT β39.8%
PEGA 5.7%
FY24
IOT β34.5%
PEGA 8.3%
FY25
IOT β15.2%
PEGA 15.1%
FY26
IOT β3.3%
PEGA β
IOT
PEGA
Free cash flow
FY17
IOT β
PEGA $144M
FY18
IOT β
PEGA $92.5M
FY19
IOT β
PEGA β$52.8M
FY20
IOT β
PEGA β$25.9M
FY21
IOT β$204M
PEGA $28.7M
FY22
IOT β$191M
PEGA β$13.0M
FY23
IOT β$136M
PEGA $201M
FY24
IOT β$22.8M
PEGA $338M
FY25
IOT $111M
PEGA $491M
FY26
IOT $207M
PEGA β
IOT
PEGA
Return on capital
FY17
IOT β
PEGA β
FY18
IOT β
PEGA β
FY19
IOT β
PEGA β
FY20
IOT β
PEGA β21.3%
FY21
IOT β
PEGA β12.1%
FY22
IOT β
PEGA β16.1%
FY23
IOT β
PEGA 13.4%
FY24
IOT β
PEGA β
FY25
IOT β
PEGA β
FY26
IOT β
PEGA β
IOT
PEGA
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.