AIOT vs SPSC vs BRRN Stock Comparison

Powerfleet, Sps Commerce and Bryn Prices as of Oct 26, 2026 Peers: Industry group
AIOT Powerfleet, Inc.
$2.60 -7.1% 1M -51.8% 1Y
Market cap
$360.24M
P/E
–
Revenue (TTM)
$450.45M
Div. yield
–
Supply Chain Software Technology
1 win
SPSC Sps Commerce Inc
$90.56 +11.4% 1M -19.3% 1Y
Market cap
$3.15B
P/E
40.4x
Revenue (TTM)
$772.49M
Div. yield
–
Supply Chain Software Technology
3 wins
BRRN Bryn Inc.
$2,100.00 +4,199,900.0% 1M +4,199,900.0% 1Y
Market cap
$945.00B
P/E
–
Revenue (TTM)
—
Div. yield
–
Healthcare IT Technology
3 wins

Head to Head

7 decided of 12

Bryn leads on 3 of the 12 questions below (Bryn 3, Sps Commerce 3, Powerfleet 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAIOTSPSCBRRNLeader
Larger companyMarket capitalisation $360.24M $3.15B $945.00B BRRN
Cheaper on earningsLower P/E, profitable companies only -19.2x 40.4x -4,205,121x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 18.9x — –
Faster revenue growthRevenue growth, trailing twelve months +24.1% +9.8% — AIOT
More profitableNet margin, trailing twelve months -4.2% 10.1% — SPSC
Better return on capitalReturn on invested capital 2.9% — — –
Less leveragedLower net debt / EBITDA 3.0x — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% — –
Better 1-year returnPrice return, last 12 months -51.8% -19.3% +4,199,900.0% BRRN
Better 5-year returnAnnualised price return, 5 years -17.0%/yr -11.6%/yr +595.4%/yr BRRN
Less volatileAnnualised volatility, 1 year 66.9% 47.8% 1,144.4% SPSC
Higher overall scoreMean of the five percentile scores vs peers 65/100 70/100 14/100 SPSC

Percentile Scorecard

AIOTSPSCBRRN

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAIOTSPSCBRRN
Valuation 87 #13 of 90 64 #33 of 90 39 #55 of 90
Growth 96 #4 of 82 54 #38 of 82 1 #81 of 82
Profitability 50 #39 of 77 83 #14 of 77 –
Financial Health 27 #70 of 96 76 #24 of 96 0 #96 of 96
Shareholder Returns – 72 #16 of 54 –
Overall 65 70 14
  • AIOT ranked among 99 companies in Vertical Software
  • SPSC ranked among 99 companies in Vertical Software
  • BRRN ranked among 99 companies in Vertical Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAIOTSPSCBRRNSPY
1 month -7.1%+11.4%+4,199,900.0% -0.8%
3 months -32.3%+37.9%+2,624,900.0% +3.5%
6 months -18.2%+65.0%+3,499,900.0% +7.0%
Year to date -51.1%+1.6%+3,499,900.0% +12.2%
1 year -51.8%-19.3%+4,199,900.0% +13.0%
3 years +41.3%-41.3%+20,999,900.0% +86.3%
3 years, per year +12.2%-16.3%+5,860.6% +23.1%
5 years -60.6%-46.1%+1,615,284.6% +68.6%
5 years, per year -17.0%-11.6%+595.4% +11.0%
10 years -50.0%+160.2%+262,400.0% +258.0%
10 years, per year -6.7%+10.0%+119.8% +13.6%

Risk

MeasureAIOTSPSCBRRNSPY
Volatility, 1Y 66.9%47.8%1,144.4% 12.7%
Downside volatility, 1Y 75.3%55.1%1,376.0% 12.7%
Beta vs S&P 500, 1Y 2.160.37-1.92 1.00
Return / volatility, 1Y -0.77-0.403,669.86 1.02
Max drawdown, 5Y -75.8%-76.8%-97.3% -25.4%
From 52-week high -54.0%-18.4%0.0% -1.8%
52-week high $5.65$111.00$2,100.00 $779.14
52-week low $2.39$49.91$0.02 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAIOTSPSCBRRN
P/E now vs peer median -18.6xmedian 42.4x 42.4xmedian 42.4x -4,205,121xmedian 42.4x
P/S now vs peer median 0.8xmedian 2.7x 4.2xmedian 2.7x —median 2.7x
EV/EBITDA now vs peer median 7.2xmedian 19.0x 19.4xmedian 19.0x —median 19.0x
P/FCF now vs peer median 22.1xmedian 19.4x 16.5xmedian 19.4x -5,832,037xmedian 19.4x
P/B now vs peer median 0.7xmedian 1.8x 3.5xmedian 1.8x -4,626,456xmedian 1.8x
PEG now vs peer median -0.69median 1.75 4.75median 1.75 —median 1.75

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAIOTSPSCBRRN
Revenue $450.45M $772.49M –
Gross profit $251.10M $539.36M –
Operating income $21.89M $98.85M -$224.73K
Net income -$18.76M $78.00M -$224.73K
Free cash flow $15.81M $198.70M -$162.04K
R&D $17.86M $68.84M –
EPS (diluted) $-0.14 $2.13 –
Cash & equivalents $32.82M $173.17M –
Total debt $278.39M – $413.56K
Shares (diluted) 134.17M 36.58M –
Enterprise value $231.81M $2.54B $945.00B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAIOTSPSCBRRN
P/E -18.6x 42.4x -4,205,121x
P/FCF 22.1x 16.5x -5,832,037x
P/Operating cash flow 10.2x 14.4x -5,832,037x
P/S 0.8x 4.2x –
P/B 0.7x 3.5x -4,626,456x
P/Tangible book 1.5x 4.3x -4,626,456x
EV/EBITDA 7.2x 19.4x –
EV/EBIT 27.2x 31.4x -4,205,122x
EV/Revenue 1.3x 4.0x –
EV/FCF 37.6x 15.6x -5,832,038x
EV/Operating cash flow 17.4x 13.6x -5,832,038x
PEG (3Y EPS CAGR) -0.69 4.75 –

Growth

14 metrics
MetricAIOTSPSCBRRN
Revenue growth (1Y) 24.1% 9.8% –
Revenue CAGR (3Y) 50.2% 16.2% –
Gross profit growth (1Y) 27.9% 12.5% –
Gross profit CAGR (3Y) 55.5% 18.4% –
Operating income growth (1Y) 204.5% -3.8% -241.7%
Operating income CAGR (3Y) 71.0% 10.9% -119.3%
Net income growth (1Y) 61.6% -6.0% -241.7%
Net income CAGR (3Y) -132.3% 8.1% -27.9%
EPS growth (1Y) 61.8% -2.0% –
EPS CAGR (3Y) 27.1% 8.9% –
Operating cash flow growth (1Y) 16,575% 37.3% -102.4%
Operating cash flow CAGR (3Y) 94.6% 24.3% -104.6%
Free cash flow growth (1Y) 206.1% 40.0% -102.4%
Free cash flow CAGR (3Y) 145.4% 26.8% -104.6%

Profitability

14 metrics
MetricAIOTSPSCBRRN
Gross margin 55.7% 69.8% –
EBITDA margin 18.3% 20.7% –
Operating margin 4.9% 12.8% –
Pretax margin -1.8% 13.6% –
Net margin -4.2% 10.1% –
FCF margin 3.5% 25.7% –
Operating cash flow margin 7.6% 29.5% –
Return on equity -3.7% 8.2% –
Return on assets -1.9% 6.8% -10,997%
Return on invested capital 2.9% – –
Return on capital employed 2.7% 9.9% –
Asset turnover 0.5x 0.7x –
Cash conversion (OCF / net income) -1.8x 2.9x 0.7x
Stock comp / revenue 2.0% 8.0% –

Financial Health

11 metrics
MetricAIOTSPSCBRRN
Debt / assets 28.9% – 7,283%
Debt / equity 0.6x – -0.7x
Net debt / EBITDA 3.0x – –
Debt / FCF 17.6x – -0.9x
Liabilities / assets 49.9% 16.6% 10,800%
Equity / assets 50.1% 83.4% -10,700%
Interest coverage 0.8x – –
Current ratio 1.1x 2.3x 0.0x
Quick ratio 0.8x 1.6x –
Cash ratio 0.2x 1.2x –
Altman Z-score 0.66 12.26 –

Shareholder Returns

7 metrics
MetricAIOTSPSCBRRN
Dividend yield – – –
Net buyback yield – 4.3% –
Shareholder yield – 4.3% –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAIOTSPSCBRRN
Forward P/E – 18.9xFY2026 –
EPS, next fiscal year $-0.06FY2026 $4.79FY2026 –
EPS growth, next FY – +12.2%FY2026 –
EPS growth, the year after – +5.0% –
Revenue, next fiscal year $491.24MFY2026 $743.49MFY2026 –
Revenue growth, next FY +10.7%FY2026 -1.1%FY2026 –
Revenue growth, the year after +0.3% +8.2% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAIOTSPSCBRRN
Held by institutions 85.4% 100.0% –
Institutions holding 181 319 –
Change in shares held, QoQ -2.5% +2.3% –
Institutions buying 106 178 –
Institutions selling 53 109 –
Buyers to sellers 2.00 1.63 –

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AIOTSPSCBRRN
AIOT 1.00 0.22 -0.02
SPSC 0.22 1.00 0.04
BRRN -0.02 0.04 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AIOT, SPSC and BRRN?

Bryn (BRRN) is the largest by market capitalisation: Powerfleet (AIOT) $360.24M, Sps Commerce (SPSC) $3.15B, Bryn (BRRN) $945.00B.

Which company is growing faster?

Powerfleet (AIOT) grew revenue fastest over the trailing twelve months: Powerfleet (AIOT) +24.1%, Sps Commerce (SPSC) +9.8%.

Which company is more profitable?

Sps Commerce (SPSC) has the highest net margin (Powerfleet (AIOT) -4.2%, Sps Commerce (SPSC) 10.1%).

Which stock has performed better?

Over the past year Bryn (BRRN) returned the most: Powerfleet (AIOT) -51.8%, Sps Commerce (SPSC) -19.3%, Bryn (BRRN) +4,199,900.0%. Over five years, Bryn (BRRN) compounded fastest (Powerfleet (AIOT) -17.0%/yr, Sps Commerce (SPSC) -11.6%/yr, Bryn (BRRN) +595.4%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Sps Commerce (SPSC) has been the steadiest (Powerfleet (AIOT) 66.9%, Sps Commerce (SPSC) 47.8%, Bryn (BRRN) 1,144.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AIOT, SPSC and BRRN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Bryn (BRRN) leads on 3. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.