Samsara Inc vs ON Holding AG — how do they compare? Samsara Inc trades at $41.55 (market cap $24.14B), while ON Holding AG trades at $35.09 (market cap $11.38B). The key difference: Samsara Inc is far larger — about 2.1× ON Holding AG's market cap, and Samsara Inc is trading nearer its 52-week high, ON Holding AG nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Samsara Inc for 19 Days and ON Holding AG for 22 Days on average.
| IOT | ONON | |
|---|---|---|
Market Cap | $24.14B | $11.38B |
Volume | 5,372,580 | 13,732,872 |
Sector | Technology | Consumer Cyclical |
52-Week High | $45.22 | $50.63 |
52-Week Low | $24.25 | $26.76 |
Typical Hold Time | 19 Days | 22 Days |
Enterprise Value | $23.38B | $10.54B |
Signals from Pluang's Aura AI — not financial advice
Samsara (IOT) trades at $41.22, up 1.75% today, with a bullish technical signal from moving averages. The company reported strong Q2 2026 earnings, beating EPS estimates with $0.20 vs. $0.16 expected, and revenue growth of 30% year-over-year. Analyst consensus is strongly bullish with a $51.15 price target, and recent news highlights partnerships and product launches like Samsara MCP for AI integration.
The outlook is positive given earnings momentum and large-customer expansion, but high valuation ratios (P/E 274.8, P/S 13.01) pose risks if growth slows. Key opportunities include sustained revenue growth and margin improvement, while risks involve competitive pressures and cash flow volatility from investing activities.
ONON trades at $34.04, up 2.47% today, with a bullish technical signal from moving averages but overbought oscillators. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $0.44 exceeding the $0.4203 estimate. Revenue reached $3.01B in 2025, with net income of $203.70M, and profitability metrics like a 64.82% gross margin and 23.95% ROE indicate operational strength. Recent news highlights a $1 billion share buyback plan and ambitious 2029 targets.
The outlook is positive, supported by analyst consensus with a $42.26 price target and 74% buy ratings. Key opportunities include direct-to-consumer growth and expansion into new sports categories, while risks involve competitive pressures and execution of long-term goals amid market volatility.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →ON Holding AG is a Swiss sports company primarily known for its high-performance running shoes, apparel, and accessories under the 'On' brand. The company emphasizes a blend of high-end design, proprietary cloud technology (like CloudTec cushioning), and sustainability in its products. On has rapidly gained market share globally, appealing to both competitive athletes and general consumers in the performance and lifestyle footwear segments.
Read more on ONON →