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Stock Comparison · Industry comparison · Software - Infrastructure

Samsara vs Nutanix: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Samsara carrying a narrow edge on growth. Nutanix still has the edge on profitability, which keeps the comparison from looking entirely one-sided. 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

Growth still does most of the heavy lifting in this comparison.

INDUSTRY COMPARISON

Both operate in: Software - Infrastructure

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

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

Peer-Relative Score
IOT
Samsara Inc.
46
Peer-Score
Signal qualityHigh
vs
NTNX
Nutanix, Inc.
45
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: IOT vs NTNX Profitability 11 35 Stability 44 47 Valuation 52 46 Growth 90 56 IOT NTNX
Gap Ranking
#1 Growth +34
#2 Profitability +24
#3 Valuation +6
#4 Stability +3
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for IOT and NTNX Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer IOTNTNX Relative valuation Structural strength

The setup stays mixed because structure and the price setup do not align cleanly in one direction.

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

Relative Position vs Comparable Companies
Growth
Both profiles are strong on growth, but Samsara Inc. leads clearly.
Profitability
Neither side looks especially strong on profitability, though Nutanix, Inc. still ranks somewhat higher.
Growth — Dominant Gap
IOT
90
NTNX
56
Gap+34in favour of IOT

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

What keeps the gap from being one-sided

Profitability still favours Nutanix, with a 9.6-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 IOT vs NTNX comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how IOT and NTNX 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.