Samsara vs Pegasystems
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KIRAβs take AI analyst
I put Samsara and Pegasystems side by side, using each oneβs latest annual report. Here is what stands out:
- 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%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Samsara
IOT
3/8
Revenue growth5-year growthGross margin
Pegasystems
PEGA
5/8
Operating marginNet marginFCF marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | IOT FY26 | PEGA 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 |
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.