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Stock Comparison · Industry comparison · Software - Infrastructure

Samsara vs Nutanix: Which Stock Looks Stronger in 2026?

Nutanix holds the cleaner structural position, with the lead spread across growth and profitability. Samsara still has the edge on growth, 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. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-07-05

The page question resolves through growth, where Samsara Inc. holds the stronger read even though the broader score still favours Nutanix, Inc..

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.
35
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
NTNX
Nutanix, Inc.
51
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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

The largest gaps do not all point in the same direction.

Dimension spread: IOT vs NTNX Profitability 25 66 Stability 56 65 Valuation 8 48 Growth 72 21 IOT NTNX
Gap Ranking
#1 Growth +51
#2 Profitability +41
#3 Valuation +40
#4 Stability +9
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

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

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where IOT and NTNX each sit in their own 4.6-year price and valuation history.

BASED ON 4.6-YEAR HISTORY IOT Neutral · below norm 0th 50th 100th 4 pct gap NTNX Neutral · near norm 0th 50th 100th 67th 62nd
IOT (67th percentile) and NTNX (62nd percentile) both sit in the upper-middle of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
On growth, Samsara Inc. ranks near the top of the group; Nutanix, Inc. sits in the weaker half.
Profitability
On profitability, the gap still runs the same way: Nutanix, Inc. sits near the top of the group, while Samsara Inc. remains in the weaker half.
Growth — Dominant Gap
IOT
72
NTNX
21
Gap+51in favour of IOT

The clearest distance comes from a stronger growth profile.

What else supports the lead

Profitability reinforces the lead rather than leaving the result tied to one dimension, with a 8.5-point operating margin advantage.

What this means for the comparison

The lead is built on both growth and profitability — though growth still provides a counterweight.

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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.