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Stock Comparison · Industry comparison · Software - Infrastructure

Samsara vs MongoDB: Which Stock Looks Stronger in 2026?

Samsara holds the cleaner structural position, with growth as the main driver and stability adding further support. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

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

Updated 2026-04-05

The clearest separation starts in growth, with stability adding a second layer of support. Samsara Inc. leads by 9 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Software - Infrastructure

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

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

Peer-Relative Score
IOT
Samsara Inc.
46
Peer-Score
Signal qualityHigh
vs
MDB
MongoDB, Inc.
37
Peer-Score
Signal qualityHigh

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

Score differences across key dimensions.

Dimension spread: IOT vs MDB Profitability 11 9 Stability 44 28 Valuation 52 58 Growth 90 55 IOT MDB
Gap Ranking
#1 Growth +35
#2 Stability +16
#3 Valuation +6
#4 Profitability +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for IOT and MDB Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer IOTMDB Relative valuation Structural strength

Samsara Inc. still looks stronger overall, though current pricing looks more supportive for MongoDB, Inc..

Valuation position uses Forward P/E where available.

Relative Position vs Comparable Companies
Growth
Both rank well on growth, but Samsara Inc. still holds a clear edge.
Stability
Samsara Inc. sits higher in the group on stability, adding to the overall structural advantage.
Growth — Dominant Gap
IOT
90
MDB
55
Gap+35in favour of IOT

The current lead is backed by a stronger multi-year growth trajectory.

What else supports the lead

Stability still reinforces the same direction, which makes the lead look broader across the profile.

What this means for the comparison

Growth is the clearest driver, and stability also supports Samsara Inc.'s broader structural position.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar growth-driven comparisons

Explore how IOT and MDB 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.