Samsara Inc vs Realty Income Corp — how do they compare? Samsara Inc trades at $40.49 (market cap $23.23B), while Realty Income Corp trades at $61.8 (market cap $58.56B). The key difference: Realty Income Corp is far larger — about 2.5× Samsara Inc's market cap, and Realty Income Corp pays a 5.25% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| IOT | O | |
|---|---|---|
Market Cap | $23.23B | $58.56B |
Sector | Technology | Real Estate |
52-Week High | $45.22 | $67.56 |
52-Week Low | $24.25 | $55.93 |
Enterprise Value | $22.49B | $89.19B |
Dividend Yield | — | 5.25% |
Signals from Pluang's Aura AI — not financial advice
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.
Realty Income (O) trades at $62.51, up 0.24% today, with a bearish technical signal from moving averages but bullish oscillators like RSI. The REIT reported Q2 2026 AFFO of $1.09 per share, matching estimates, and raised full-year guidance, supported by a 98.8% occupancy rate. Recent news highlights its high dividend yield and 115th consecutive quarterly increase, alongside a $6 billion data center joint venture announced in August 2026.
Outlook: Strong dividend growth and strategic expansion into data centers offer upside, but high P/E of 45.63 and recent EPS misses pose valuation risks. Analysts target $67.13 consensus, implying modest growth, with debt-to-asset ratio rising to 39.93% in 2025 signaling financial leverage concerns.
Trailing returns across standard periods
Latest headlines on both assets
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 →Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →