Home Depot Inc vs Samsara Inc — how do they compare? Home Depot Inc trades at $329.06 (market cap $332.08B), while Samsara Inc trades at $37.76 (market cap $22.46B). The key difference: Home Depot Inc is far larger — about 14.8× Samsara Inc's market cap, and Home Depot Inc pays a 2.8% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| HD | IOT | |
|---|---|---|
Market Cap | $332.08B | $22.46B |
Sector | Consumer Cyclical | Technology |
52-Week High | $423.42 | $45.22 |
52-Week Low | $297.51 | $24.25 |
Enterprise Value | $393.64B | $21.73B |
Dividend Yield | 2.8% | — |
Signals from Pluang's Aura AI — not financial advice
Home Depot (HD) trades at $331.77, down 2.1% today, with a bearish technical signal and mixed earnings history. The stock shows strong profitability with a 128.38% ROE and 8.41% net margin, but faces weakening profit margins and high valuation multiples. Recent news highlights institutional trading activity and concerns over housing market headwinds.
The outlook remains cautious due to technical weakness and margin pressure, though analyst consensus is bullish with a $370.59 price target. Key risks include rising mortgage rates impacting demand, while opportunities lie in Pro segment growth and dividend stability. The stock trades near support at $330, requiring monitoring of Q2 2026 earnings for direction.
Samsara (IOT) trades at $38.55, up 0.6% with strong technical momentum and bullish analyst sentiment. The stock shows robust earnings momentum with three consecutive quarterly beats, while revenue growth accelerated to $1.7B in 2026 with positive net income of $58M. Technical indicators show bullish moving averages despite overbought RSI readings, with key resistance at $39-$41. Recent product launches including AI agentic tools and tracking labels demonstrate continued innovation in connected operations.
The outlook remains positive with 78% analyst buy ratings and $44.40 consensus target offering 15% upside. However, elevated valuations (P/E 383) and negative 2025 cash flow (-$59M) present risks. Growth sustainability depends on maintaining large customer momentum and margin expansion amid AI investments. The stock presents a growth opportunity but requires monitoring of execution and valuation compression risks.
Trailing returns across standard periods
Latest headlines on both assets
Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →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 →