Head to Head Comparison: SEA (NYSE:SE) vs. Samsara (NYSE:IOT)

SEA (NYSE:SE) and Samsara (NYSE:IOT) are both large-cap computer and technology companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, profitability, valuation, institutional ownership, earnings, dividends and risk.

Earnings and Valuation

This table compares SEA and Samsara”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
SEA	$22.94 billion	2.20	$1.58 billion	$2.52	34.06
Samsara	$1.62 billion	11.30	-$9.12 million	($0.02)	-1,584.75

SEA has higher revenue and earnings than Samsara. Samsara is trading at a lower price-to-earnings ratio than SEA, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

59.5% of SEA shares are owned by institutional investors. Comparatively, 96.0% of Samsara shares are owned by institutional investors. 0.2% of SEA shares are owned by company insiders. Comparatively, 46.5% of Samsara shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Profitability

This table compares SEA and Samsara’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
SEA	6.93%	15.20%	6.03%
Samsara	-0.56%	-0.75%	-0.41%

Risk & Volatility

SEA has a beta of 1.59, indicating that its stock price is 59% more volatile than the S&P 500. Comparatively, Samsara has a beta of 1.6, indicating that its stock price is 60% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent ratings and price targets for SEA and Samsara, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SEA	1	3	10	1	2.73
Samsara	1	4	12	1	2.72

SEA currently has a consensus price target of $166.83, indicating a potential upside of 94.37%. Samsara has a consensus price target of $46.18, indicating a potential upside of 45.69%. Given SEA’s stronger consensus rating and higher possible upside, research analysts clearly believe SEA is more favorable than Samsara.

Summary

SEA beats Samsara on 9 of the 14 factors compared between the two stocks.

About SEA

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

About Samsara

Samsara Inc. provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety that enables customers to build a safety program and protect their teams with AI-enabled video; vehicle telematics which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel efficiency management, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs; and mobile apps and workflows that improves productivity for frontline workers and enables regulatory compliance for workers to see upcoming jobs, capture electronic documents, perform maintenance inspections, maintain compliance logs, and message with back-office administration. The company also provides equipment monitoring which offers visibility and management of unpowered and powered assets, ranging from generators and compressors to heavy construction equipment and trailers to improve operating efficiency, prevent unplanned downtime, and avoid critical safety and compliance issues; and site visibility that provides remote visibility into sites to improve onsite security, safety, and incident response times. It serves transportation, wholesale and retail trade, construction, field services, logistics, utilities and energy, healthcare and education, manufacturing, food and beverage, and other industries, as well as government. Samsara Inc. was incorporated in 2015 and is headquartered in San Francisco, California.