WallStSmart

Apple Inc (AAPL)vsSamsara Inc (IOT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apple Inc generates 26813% more annual revenue ($435.62B vs $1.62B). AAPL leads profitability with a 27.0% profit margin vs -0.6%. AAPL earns a higher WallStSmart Score of 65/100 (C+).

AAPL

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 10.0Value: 4.3Quality: 5.5
Piotroski: 7/9Altman Z: 2.42

IOT

Avoid

30

out of 100

Grade: F

Growth: 7.3Profit: 2.5Value: 6.7Quality: 4.8
Piotroski: 5/9Altman Z: 0.50
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AAPL.

IOTUndervalued (+30.5%)

Margin of Safety

+30.5%

Fair Value

$39.94

Current Price

$28.74

$11.20 discount

UndervaluedFair: $39.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAPL6 strengths · Avg: 9.5/10
Market CapQuality
$3.98T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
152.0%10/10

Every $100 of equity generates 152 in profit

Operating MarginProfitability
35.4%10/10

Strong operational efficiency at 35.4%

Free Cash FlowQuality
$51.55B10/10

Generating 51.6B in free cash flow

Profit MarginProfitability
27.0%9/10

Keeps 27 of every $100 in revenue as profit

Revenue GrowthGrowth
15.7%8/10

15.7% revenue growth

IOT1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
28.3%8/10

Revenue surging 28.3% year-over-year

Areas to Watch

AAPL4 concerns · Avg: 3.3/10
PEG RatioValuation
2.434/10

Expensive relative to growth rate

P/E RatioValuation
34.4x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.033/10

Elevated debt levels

Price/BookValuation
45.2x2/10

Trading at 45.2x book value

IOT4 concerns · Avg: 3.3/10
Price/BookValuation
11.7x4/10

Trading at 11.7x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Operating MarginProfitability
2.0%3/10

Operating margin of 2.0%

Return on EquityProfitability
-0.7%2/10

ROE of -0.7% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : AAPL

The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.0% and operating margin at 35.4%. Revenue growth of 15.7% demonstrates continued momentum.

Bull Case : IOT

The strongest argument for IOT centers on Revenue Growth. Revenue growth of 28.3% demonstrates continued momentum.

Bear Case : AAPL

The primary concerns for AAPL are PEG Ratio, P/E Ratio, Debt/Equity.

Bear Case : IOT

The primary concerns for IOT are Price/Book, EPS Growth, Operating Margin.

Key Dynamics to Monitor

IOT carries more volatility with a beta of 1.50 — expect wider price swings.

IOT is growing revenue faster at 28.3% — sustainability is the question.

AAPL generates stronger free cash flow (51.6B), providing more financial flexibility.

Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AAPL scores higher overall (65/100 vs 30/100), backed by strong 27.0% margins and 15.7% revenue growth. IOT offers better value entry with a 30.5% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apple Inc

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.

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Samsara Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Income Opportunity Realty Investors, Inc. (IOT) is dedicated to investing in real estate.

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