Samsara Inc vs Rockwell Automation — how do they compare? Samsara Inc trades at $36.01 (market cap $22.46B), while Rockwell Automation trades at $465.07 (market cap $51.04B). The key difference: Rockwell Automation is far larger — about 2.3× Samsara Inc's market cap, and Rockwell Automation pays a 1.2% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| IOT | ROK | |
|---|---|---|
Market Cap | $22.46B | $51.04B |
Sector | Technology | Industrials |
52-Week High | $45.22 | $495.08 |
52-Week Low | $24.25 | $328.67 |
Enterprise Value | $21.73B | $54.67B |
Dividend Yield | — | 1.2% |
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.
Rockwell Automation (ROK) trades at $459.09, down 0.6% on the day, with a neutral technical signal despite bullish moving averages. The company maintains strong profitability with 48.9% gross margins and has beaten earnings estimates for three consecutive quarters. Recent developments include partnerships in nuclear automation and recognition as a Global Lighthouse facility, positioning ROK for AI infrastructure growth.
ROK presents a mixed outlook with premium valuation metrics (P/E 48) offset by consistent earnings beats and AI-driven growth potential. Key risks include cyclical industrial exposure and competitive pressures, while analyst consensus at $471.71 suggests modest upside from current levels with 31% buy ratings indicating cautious optimism.
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 →Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →