Samsara Inc vs Ishares Msci Thailand Etf — how do they compare? Samsara Inc trades at $41.5 (market cap $23.72B), while Ishares Msci Thailand Etf trades at $71.14 (market cap $426.06M). The key difference: Samsara Inc is far larger — about 55.7× Ishares Msci Thailand Etf's market cap, and Ishares Msci Thailand Etf is more actively traded (93,387 versus 4,096,683). Which is the better fit depends on your goals — on Pluang, investors hold Samsara Inc for 19 Days and Ishares Msci Thailand Etf for 65 Days on average.
| IOT | THD | |
|---|---|---|
Market Cap | $23.72B | $426.06M |
Volume | 4,096,683 | 93,387 |
Sector | Technology | Broad Market / Factor |
52-Week High | $45.22 | $75.06 |
52-Week Low | $24.25 | $57.86 |
Typical Hold Time | 19 Days | 65 Days |
Enterprise Value | $22.96B | — |
Signals from Pluang's Aura AI — not financial advice
Samsara Inc. (IOT) trades at $40.51, down 2.95% on the day, but maintains a bullish technical outlook with strong analyst support. The company reported robust Q2 2027 results, beating earnings estimates with $0.20 EPS versus $0.16 expected, and achieved 30% year-over-year revenue growth. Recent partnerships and product launches, like the Laval Rocket sponsorship and Samsara MCP, highlight ongoing business expansion.
The stock offers upside to the $51.15 consensus price target, driven by solid fundamentals and institutional accumulation. However, elevated valuation multiples (P/E 270.07, P/S 12.79) and negative net income in 2025 pose risks if growth moderates. Positive cash flow trends and a 75% buy rating from analysts support a constructive outlook, though investors should monitor competitive pressures and execution on profitability goals.
THD trades at $71.80, down 0.15% with a bearish technical outlook as moving averages signal selling pressure. Short interest surged 90.6% in September 2026, indicating growing skepticism. The ETF has delivered strong 38% returns over the past year, outperforming ASEAN peers, but faces headwinds from potential profit-taking in AI-exposed holdings like Delta Electronics.
The outlook is cautious given elevated short interest and technical weakness. While THD benefits from Thailand's AI hardware exposure, concentration risk and regional capital outflows pose challenges. Investors should weigh strong historical performance against near-term sentiment pressures.
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 →THD is a country-specific ETF that tracks the performance of the Thai equity market. It provides broad exposure to Thailand's economy across sectors like electronics, energy, and financials, with top holdings such as Delta Electronics.
Read more on THD →