Bill.com Holdings Inc vs Samsara Inc — how do they compare? Bill.com Holdings Inc trades at $42.93 (market cap $4.12B), while Samsara Inc trades at $36.94 (market cap $21.50B). The key difference: Samsara Inc is far larger — about 5.2× Bill.com Holdings Inc's market cap, and Samsara Inc is trading nearer its 52-week high, Bill.com Holdings Inc nearer its low. Which is the better fit depends on your goals.
| BILL | IOT | |
|---|---|---|
Market Cap | $4.12B | $21.50B |
Sector | Technology | Technology |
52-Week High | $56.32 | $45.22 |
52-Week Low | $31.96 | $24.25 |
Enterprise Value | $3.83B | $20.77B |
Signals from Pluang's Aura AI — not financial advice
BILL Holdings trades at $42.86, up 3.63% today, with strong technical momentum and bullish analyst sentiment. The stock has consistently beaten earnings expectations in recent quarters, with Q1 2026 EPS of $0.68 surpassing the $0.55 estimate. Revenue growth is robust, rising from $642M in 2022 to $1.46B in 2025, though net margins remain thin at 0.01%. Recent leadership changes and a $1B buyback program signal strategic focus on growth and shareholder value.
Outlook is positive with a consensus price target of $48.00 implying 12% upside, supported by 56% analyst buy ratings. Key risks include high valuation multiples (P/E 213.91), competitive pressures in SaaS, and sensitivity to small business economic health. Cash flow trends show operational improvement, but investing outflows remain elevated.
Samsara (IOT) trades at $36.83, up 0.3% with strong analyst support (78% buy ratings) and a $44.40 consensus price target. Recent quarterly earnings consistently beat expectations, with Q1 2026 EPS of $0.17 exceeding the $0.13 forecast. Technical indicators show bullish momentum with the stock trading near resistance at $37, while RSI levels suggest potential overbought conditions. The company continues to innovate with new product launches including the Samsara Tracking Label and 360 Camera.
Despite a negative net income of -$155M in 2025, Samsara shows promising revenue growth trajectory with 2026 projections of $1.7B revenue and positive $58M net income. High valuation ratios (P/E 369, P/S 12.33) reflect growth expectations, but execution risks and competitive pressures in the operations software space remain key considerations for investors.
Trailing returns across standard periods
Bill.com Holdings Inc is a provider of cloud-based software that simplifies, digitizes, and automates financial operations for SMBs. Its artificial-intelligence enabled financial software platform used mostly to build connections between customers, suppliers, and clients. The company's platform generates and process invoices, streamline approvals, send and receive payments, sync with their accounting system, and manage their cash. The firm generates revenue through subscription and transaction fees.
Read more on BILL →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 →