Samsara Inc vs Union Pacific Corporation — how do they compare? Samsara Inc trades at $36.08 (market cap $22.46B), while Union Pacific Corporation trades at $293.9 (market cap $175.89B). The key difference: Union Pacific Corporation is far larger — about 7.8× Samsara Inc's market cap, and Union Pacific Corporation pays a 1.86% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| IOT | UNP | |
|---|---|---|
Market Cap | $22.46B | $175.89B |
Sector | Technology | Industrials |
52-Week High | $45.22 | $301.75 |
52-Week Low | $24.25 | $214.91 |
Enterprise Value | $21.73B | $206.36B |
Dividend Yield | — | 1.86% |
Signals from Pluang's Aura AI — not financial advice
Samsara (IOT) trades at $38.55, up 0.6% with strong technical momentum and bullish moving average signals. The company shows robust revenue growth from $1.25B in 2025 to $1.7B projected for 2026, with net income turning positive at $58M. Recent earnings beats and strong analyst consensus (77.8% buy ratings) support the positive outlook, though elevated valuation metrics and overbought RSI levels warrant caution.
Investment outlook remains favorable with 15% upside to consensus price target of $44.40, driven by operational AI expansion and large customer growth. Key risks include high P/E ratio of 385.5, margin pressure from cloud investments, and competitive threats in the connected operations space. The stock's technical strength and fundamental improvement suggest continued momentum if execution remains strong.
Union Pacific (UNP) trades at $293.13, down 2.86% on the day, with technical indicators showing a bullish trend but overbought RSI levels. The company maintains strong profitability with a 29.2% net margin and 40.69% ROE, supported by consistent cash flow from operations of $9.29B in 2025. Recent news highlights Q2 2026 earnings anticipation and progress on the proposed Norfolk Southern merger, while a class action lawsuit presents a legal overhang.
Outlook remains positive with analyst consensus pointing to 6% upside to a $311.07 price target, though regulatory hurdles for the merger and economic sensitivity pose risks. The stock offers a solid dividend yield and operational resilience, but investors should weigh earnings performance against valuation multiples above industry averages.
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 →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →