Bill vs Samsara
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KIRAβs take AI analyst
I put Bill and Samsara side by side, using each oneβs latest annual report. Here is what stands out:
- 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%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Bill
BILL
5/8
5-year growthGross marginFCF marginReturn on equityShare count change
Samsara
IOT
3/8
Revenue growthOperating marginNet margin
Side by side
Best in the row
| 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 | 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 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.