Samsara Inc vs Teladoc Health Inc — how do they compare? Samsara Inc trades at $39.23 (market cap $23.49B), while Teladoc Health Inc trades at $6.65 (market cap $1.24B). The key difference: Samsara Inc is far larger — about 18.9× Teladoc Health Inc's market cap, and Samsara Inc is trading nearer its 52-week high, Teladoc Health Inc nearer its low. Which is the better fit depends on your goals.
| IOT | TDOC | |
|---|---|---|
Market Cap | $23.49B | $1.24B |
Sector | Technology | Health |
52-Week High | $45.22 | $9.72 |
52-Week Low | $24.25 | $4.47 |
Enterprise Value | $22.76B | $1.50B |
Signals from Pluang's Aura AI — not financial advice
Samsara (IOT) trades at $38.77, down 2.73% on the day, with a bullish technical signal from moving averages despite overbought RSI readings. Recent earnings beats and strong analyst consensus (77.8% buy ratings) support optimism, while the company projects revenue growth to $1.7B in 2026 with a return to profitability. The stock's high P/E of 403.2 reflects growth expectations amid expanding AI adoption in its connected operations platform.
Outlook remains positive with a consensus price target of $44.50, offering 14.8% upside, driven by execution on large customer growth and margin expansion. Key risks include high valuation sensitivity to earnings misses, competitive pressures in software, and macroeconomic impacts on operational spending. Institutional accumulation, such as Arrowstreet Capital's 77.1% stake increase in Q1 2026, underscores confidence.
Teladoc Health (TDOC) trades at $7.08, down 0.7% for the day, with a bearish technical signal and negative earnings. The stock faces pressure from a recent 28% drop after Q2 2026 revenue missed estimates and full-year guidance was cut. Valuation metrics like P/S of 0.49 and EV/EBITDA of 6.96 appear low, but profitability remains weak with a -7.13% net income margin. Multiple law firms are investigating potential securities violations, adding to investor concerns.
The outlook is cautious due to ongoing losses and competitive pressures in virtual care. Risks include execution challenges at the BetterHelp unit and regulatory scrutiny. Analyst consensus is mixed with a $8.88 price target, but near-term volatility is likely amid negative sentiment and fundamental headwinds.
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 →Teladoc Health is a virtual health provider with a telehealth platform delivering 24-hour, on-demand healthcare via mobile devices, the internet, video, and phone. It also offers remote patient monitoring programs for chronic care management. Its platform connects members with a network of physicians and behavioral health professionals. Most of the company's revenue is generated from access fees on a subscription basis (per member, per month). The balance comes from visit fees and equipment rental and sales to hospital systems. Since inception, Teladoc has primarily partnered with employers, health plans, and health systems to offer network access to their members.
Read more on TDOC →