Samsara Inc vs Johnson Controls International PLC — how do they compare? Samsara Inc trades at $40.49 (market cap $23.49B), while Johnson Controls International PLC trades at $153 (market cap $93.74B). The key difference: Johnson Controls International PLC is far larger — about 4× Samsara Inc's market cap, and Johnson Controls International PLC pays a 1.03% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| IOT | JCI | |
|---|---|---|
Market Cap | $23.49B | $93.74B |
Sector | Technology | Industrials |
52-Week High | $45.22 | $154.76 |
52-Week Low | $24.25 | $103.52 |
Enterprise Value | $22.76B | $102.58B |
Dividend Yield | — | 1.03% |
Signals from Pluang's Aura AI — not financial advice
Samsara Inc. (IOT) trades at $39.34, down 1.3% over 24 hours, with a bullish technical outlook supported by moving averages and recent price action above key support levels. The company reported strong earnings beats in recent quarters, with Q2 2026 results pending. Revenue growth is robust, projected to rise from $1.25B in 2025 to $1.7B in 2026, though profitability remains a concern with a negative net income in 2025 turning positive in 2026. Analyst sentiment is positive, with a consensus price target of $44.50.
The stock presents a growth opportunity driven by expanding AI adoption and strong institutional interest, but risks include high valuation multiples, competitive pressures in software, and execution challenges in scaling profitability. Investors should weigh the bullish analyst consensus against the company's transition to sustained earnings growth.
JCI trades at $153.59, up 1.92% on the day, with a bullish technical outlook and strong institutional support. Recent Q3 2026 earnings beat expectations with $1.42 EPS versus $1.30 expected, driven by double-digit organic growth in data-center thermal systems. The company raised FY26 guidance, reflecting robust demand and operational momentum. Valuation ratios remain elevated, with a P/E of 43.59 and P/S of 3.82, indicating premium pricing relative to historical norms.
The outlook is positive, supported by earnings momentum and AI-driven demand for cooling solutions, but risks include high valuation sensitivity and debt levels. Analyst consensus price target is $168.25, suggesting ~9.5% upside, with no sell ratings among 45 analysts. Investors should monitor execution on guidance and macroeconomic impacts on construction and HVAC markets.
Trailing returns across standard periods
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 →Johnson Controls manufactures, installs, and services HVAC systems, building management systems and controls, industrial refrigeration systems, and fire and security solutions. Commercial HVAC accounts for about 40% of sales, fire and security also represents 40% of sales, and residential HVAC, industrial refrigeration, and other solutions account for the remaining 20% of revenue. In fiscal 2021, Johnson Controls generated over $23.5 billion in revenue.
Read more on JCI →