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Stock Comparison · Industry comparison · Software - Infrastructure

Akamai Technologies vs Samsara: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Samsara carrying a narrow edge on growth. Akamai Technologies still leads on profitability and stability, which keeps the comparison from looking entirely one-sided. In the market, Akamai Technologies carries the stronger setup — intact trend against Samsara's broken trend. That leaves a split case: the structural lead stays with Samsara, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Most of the separation is still concentrated in growth.

INDUSTRY COMPARISON

Both operate in: Software - Infrastructure

This comparison is based on industry proximity, not on functional trajectory similarity. AKAM and IOT share the same industry classification.

For a similarity-based comparison, see how Akamai Technologies and Samsara each position within their functional peer groups in AssetNext.

Peer-Relative Score
AKAM
Akamai Technologies, Inc.
44
Peer-Score
Signal qualityHigh
vs
IOT
Samsara Inc.
46
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in growth.

Dimension spread: AKAM vs IOT Profitability 38 11 Stability 69 44 Valuation 52 52 Growth 16 90 AKAM IOT
Gap Ranking
#1 Growth +74
#2 Profitability +27
#3 Stability +25
#4 Valuation
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AKAM and IOT Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AKAMIOT Relative valuation Structural strength

Akamai Technologies, Inc. and Samsara Inc. look relatively close on structure, but the price setup still leans toward Akamai Technologies, Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.

Relative Position vs Comparable Companies
Growth
On growth, Samsara Inc. ranks near the top of the group; Akamai Technologies, Inc. sits in the weaker half.
Profitability
Both sit in the weaker half on profitability, with Akamai Technologies, Inc. still coming out ahead.
Growth — Dominant Gap
AKAM
16
IOT
90
Gap+74in favour of IOT

Revenue growth reinforces the category-level growth lead.

What keeps the gap from being one-sided

Profitability still favours Akamai Technologies, with a 11.8-point operating margin advantage keeping the comparison from looking fully resolved.

What this means for the comparison

The main read on growth is clearer than the broader score gap.

Explore full peer positioning in AssetNext

Break down the AKAM vs IOT comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how AKAM and IOT each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.