Samsara Inc vs ResMed Inc. — how do they compare? Samsara Inc trades at $36.79 (market cap $22.46B), while ResMed Inc. trades at $196.27 (market cap $28.81B). The key difference: ResMed Inc. is the larger of the two by market cap, and ResMed Inc. pays a 1.21% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| IOT | RMD | |
|---|---|---|
Market Cap | $22.46B | $28.81B |
Sector | Technology | Health |
52-Week High | $45.22 | $293.73 |
52-Week Low | $24.25 | $182.82 |
Enterprise Value | $21.73B | $27.99B |
Dividend Yield | — | 1.21% |
Signals from Pluang's Aura AI — not financial advice
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.
ResMed (RMD) trades at $198.61, down 0.19% on the day, with a neutral technical signal and bearish moving averages. The company shows strong fundamentals, with Q1 2026 EPS beating estimates at $2.86 and revenue growth from $5.15B in 2025 to a projected $5.5B in 2026. Recent news highlights the sale of its MatrixCare business for $490 million, sharpening focus on core sleep and respiratory care markets. Analyst consensus is a Buy with a $245.88 price target, implying significant upside.
The outlook for RMD is positive, driven by consistent earnings beats, robust cash flow growth, and strategic divestitures. Key opportunities include market leadership in sleep apnea and digital health innovation. Risks involve competitive pressures from GLP-1 drugs and macroeconomic headwinds. Institutional sentiment is mixed but leans bullish on long-term growth prospects.
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 →ResMed is one of the largest respiratory care device companies globally, primarily developing and supplying flow generators, masks and accessories for the treatment of sleep apnea. Increasing diagnosis of sleep apnea combined with ageing populations and increasing prevalence of obesity is resulting in a structurally growing market. The company earns roughly two thirds of its revenue in the Americas and the balance across other regions dominated by Europe, Japan and Australia. Recent developments and acquisitions have focused on digital health as ResMed is aiming to differentiate itself through the provision of clinical data for use by the patient, medical care advisor and payer in the out-of-hospital setting.
Read more on RMD →