Samsara Inc vs Vertiv Holdings Co — how do they compare? Samsara Inc trades at $40.49 (market cap $23.23B), while Vertiv Holdings Co trades at $281.76 (market cap $103.99B). The key difference: Vertiv Holdings Co is far larger — about 4.5× Samsara Inc's market cap, and Vertiv Holdings Co pays a 0.09% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| IOT | VRT | |
|---|---|---|
Market Cap | $23.23B | $103.99B |
Sector | Technology | Technology |
52-Week High | $45.22 | $376.23 |
52-Week Low | $24.25 | $121.82 |
Enterprise Value | $22.49B | $104.21B |
Dividend Yield | — | 0.09% |
Signals from Pluang's Aura AI — not financial advice
Samsara (IOT) trades at $40.88, up 6.96% in the last session, with a bullish technical signal from moving averages. The company reported revenue of $1.25B in 2025 but a net loss of $154.91M, though it has beaten EPS estimates for three consecutive quarters. Analyst sentiment is strongly positive, with 14 of 18 analysts rating it a Buy and a consensus price target of $44.50. Recent news highlights institutional buying and the company's focus on AI-driven growth.
The outlook is optimistic due to strong analyst support and consistent earnings beats, but risks include high valuation multiples and ongoing profitability challenges. Investors should weigh the growth potential in AI and connected operations against the current negative net income and elevated P/E ratio of 398.6.
VRT trades at $272.40, down 1.01% on the day, with a bearish technical signal driven by moving averages and RSI levels near overbought territory. The company reported strong Q2 2026 earnings, beating estimates with EPS of $1.52 versus $1.43 expected, and revenue growth is supported by AI data center demand. Recent news highlights its role in AI infrastructure, though legal investigations pose a sentiment risk.
Outlook remains positive with a consensus price target of $386.58, reflecting 42% upside, driven by robust fundamentals and AI tailwinds. Risks include high valuation multiples, competitive pressures, and ongoing legal scrutiny. Investors should weigh growth potential against elevated P/E and market volatility.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →