Alexandria Real Estate Equities Inc vs Samsara Inc — how do they compare? Alexandria Real Estate Equities Inc trades at $48.06 (market cap $8.32B), while Samsara Inc trades at $41 (market cap $23.23B). The key difference: Samsara Inc is far larger — about 2.8× Alexandria Real Estate Equities Inc's market cap, and Alexandria Real Estate Equities Inc pays a 5.96% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| ARE | IOT | |
|---|---|---|
Market Cap | $8.32B | $23.23B |
Sector | Real Estate | Technology |
52-Week High | $87.45 | $45.22 |
52-Week Low | $40.41 | $24.25 |
Enterprise Value | $21.02B | $22.49B |
Dividend Yield | 5.96% | — |
Signals from Pluang's Aura AI — not financial advice
Alexandria Real Estate Equities (ARE) trades at $49.74, up 2.6% on the day, yet technical indicators signal a bearish trend with support near $47. The stock shows mixed fundamentals: a high P/E of 102.99 and negative net income margin of -37.12% contrast with strong FFO beats and a dividend payout. Recent Q2 2026 earnings missed on EPS but beat on FFO, with leasing momentum improving. Analyst consensus is a 'Hold' with a $53.71 price target, indicating modest upside potential amid operational challenges.
Outlook remains cautious due to persistent net losses and high debt, though leasing recovery and institutional interest offer hope. Risks include occupancy pressures and macroeconomic headwinds, but the current discount to book value (P/B 0.55) may attract value investors if operational trends stabilize.
Samsara (IOT) trades at $40.88, up 6.96% in the last session, with a bullish technical signal from moving averages. The company reported revenue of $1.25B in 2025 but a net loss of $154.91M, though it has beaten EPS estimates for three consecutive quarters. Analyst sentiment is strongly positive, with 14 of 18 analysts rating it a Buy and a consensus price target of $44.50. Recent news highlights institutional buying and the company's focus on AI-driven growth.
The outlook is optimistic due to strong analyst support and consistent earnings beats, but risks include high valuation multiples and ongoing profitability challenges. Investors should weigh the growth potential in AI and connected operations against the current negative net income and elevated P/E ratio of 398.6.
Trailing returns across standard periods
Alexandria Real Estate Equities Inc is an urban office real estate investment trust (REIT). It is engaged in the business of providing space for lease to life science, agtech, and technology tenants. The company has established a significant market presence in key locations, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle. Alexandria has a longstanding and proven track record of developing Class A properties clustered in urban life science, agtech, and technology campuses that provide tenants with highly dynamic and collaborative environments. Alexandria also provides strategic capital to transformative life science, agtech, and technology companies through venture capital platform.
Read more on ARE →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →