F5 Inc vs Samsara Inc — how do they compare? F5 Inc trades at $410 (market cap $23.79B), while Samsara Inc trades at $36.23 (market cap $21.23B). The key difference: F5 Inc and Samsara Inc are close in size by market cap, and F5 Inc is trading nearer its 52-week high, Samsara Inc nearer its low. Which is the better fit depends on your goals.
| FFIV | IOT | |
|---|---|---|
Market Cap | $23.79B | $21.23B |
Sector | Technology | Technology |
52-Week High | $431.26 | $45.22 |
52-Week Low | $223.99 | $24.25 |
Enterprise Value | $22.60B | $20.49B |
Signals from Pluang's Aura AI — not financial advice
F5 Networks (FFIV) trades at $419.00, down 2.84% on the day, but remains in a bullish technical trend above key support levels. The company demonstrates strong fundamental momentum with revenue growth to $3.09B in 2025 and consistent earnings beats, including a recent Q1 2026 EPS of $3.90 against a $3.46 expectation. Recent news highlights strategic expansion into AI security, including the acquisition of SurePath AI (GeekWire, 2026-06-26).
The outlook is supported by robust profitability and strategic positioning in application security, but elevated valuation multiples (P/E 34.61, P/S 7.6) and a high current price relative to the analyst consensus target of $397.00 present near-term valuation risk. The primary investment opportunity lies in the company's execution on its AI security platform growth, while risks include competitive pressures and the stock's premium pricing.
Samsara (IOT) trades at $35.91, down 2.7% today but showing strong technical momentum with bullish moving averages and RSI signals. The company has beaten EPS estimates for three consecutive quarters, with Q2 2026 expected at $0.17. Revenue grew from $1.25B in 2025 to a projected $1.7B in 2026, turning net income positive. Recent news highlights product launches including AI tools and tracking labels to enhance operational visibility.
Outlook remains positive with a $44.40 analyst price target implying 24% upside. Key opportunities include sustained earnings beats and expanding gross margins of 76.25%. Risks involve high P/E of 364.3 and negative cash flow projection for 2026. Institutional sentiment is bullish with 78% buy ratings, though valuation sensitivity persists.
Trailing returns across standard periods
F5 is a market leader in the application delivery controller market. The company sells products for networking traffic, security, and policy management. Its products ensure applications are safely routed in efficient manners within on-premises data centers and across cloud environments. More than half of its revenue is based on providing services, and its three customer verticals are enterprises, service providers, and government entities. The Seattle-based firm was incorporated in 1996 and generates sales globally.
Read more on FFIV →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 →