BRRN vs DSGX vs IOT Stock Comparison

Bryn, Descartes Systems and Samsara Prices as of Oct 22, 2026 Peers: Industry group
BRRN Bryn Inc.
$2,100.00 +6,999,900.0% 1M +4,199,900.0% 1Y
Market cap
$945.00B
P/E
–
Revenue (TTM)
—
Div. yield
–
Healthcare IT Technology
3 wins
IOT Samsara Inc.
$44.91 +14.9% 1M +16.2% 1Y
Market cap
$26.10B
P/E
288.2x
Revenue (TTM)
$1.85B
Div. yield
–
Supply Chain Software Technology
1 win

Head to Head

9 decided of 12

Descartes Systems leads on 5 of the 12 questions below (Descartes Systems 5, Bryn 3, Samsara 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBRRNDSGXIOTLeader
Larger companyMarket capitalisation $945.00B $8.14B $26.10B BRRN
Cheaper on earningsLower P/E, profitable companies only -4,205,121x 43.3x 288.2x DSGX
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 43.3x 55.4x DSGX
Faster revenue growthRevenue growth, trailing twelve months — +13.2% +29.5% IOT
More profitableNet margin, trailing twelve months — 24.3% 4.9% DSGX
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield — 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +4,199,900.0% -3.1% +16.2% BRRN
Better 5-year returnAnnualised price return, 5 years +595.4%/yr +2.8%/yr — BRRN
Less volatileAnnualised volatility, 1 year 1,144.4% 41.3% 59.6% DSGX
Higher overall scoreMean of the five percentile scores vs peers 14/100 67/100 52/100 DSGX

Percentile Scorecard

BRRNDSGXIOT

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

AxisBRRNDSGXIOT
Valuation 39 #55 of 90 44 #51 of 90 12 #79 of 90
Growth 1 #81 of 82 65 #29 of 82 99 #2 of 82
Profitability – 97 #3 of 77 58 #33 of 77
Financial Health 0 #96 of 96 82 #18 of 96 58 #41 of 96
Shareholder Returns – 45 #30 of 54 32 #37 of 54
Overall 14 67 52
  • BRRN ranked among 99 companies in Vertical Software
  • DSGX ranked among 99 companies in Vertical Software
  • IOT ranked among 99 companies in Vertical Software

Price Performance

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

Returns

PeriodBRRNDSGXIOTSPY
1 month +6,999,900.0%+17.1%+14.9% -1.0%
3 months +2,624,900.0%+37.8%+35.6% +2.9%
6 months +3,499,900.0%+30.5%+49.9% +6.4%
Year to date +3,499,900.0%+7.2%+26.7% +11.4%
1 year +4,199,900.0%-3.1%+16.2% +13.1%
3 years +20,999,900.0%+29.5%+89.7% +79.4%
3 years, per year +5,860.6%+9.0%+23.8% +21.5%
5 years +1,615,284.6%+14.7%— +67.7%
5 years, per year +595.4%+2.8%— +10.9%
10 years +262,400.0%+342.2%— +255.2%
10 years, per year +119.8%+16.0%— +13.5%

Risk

MeasureBRRNDSGXIOTSPY
Volatility, 1Y 1,144.4%41.3%59.6% 12.7%
Downside volatility, 1Y 1,376.0%38.1%55.5% 12.7%
Beta vs S&P 500, 1Y -1.960.320.83 1.00
Return / volatility, 1Y 3,669.86-0.080.27 1.03
Max drawdown, 5Y -97.3%-48.7%-70.4% -25.4%
From 52-week high 0.0%-3.1%-0.7% -2.5%
52-week high $2,100.00$97.00$45.22 $779.14
52-week low $0.02$62.82$24.25 $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.

MultipleBRRNDSGXIOT
P/E now vs peer median -4,205,121xmedian 42.7x 42.9xmedian 42.7x 289.7xmedian 42.7x
P/S now vs peer median —median 2.7x 10.4xmedian 2.7x 14.2xmedian 2.7x
EV/EBITDA now vs peer median —median 19.0x 23.5xmedian 19.0x 517.3xmedian 19.0x
P/FCF now vs peer median -5,832,037xmedian 19.6x 27.2xmedian 19.6x 102.9xmedian 19.6x
P/B now vs peer median -4,626,456xmedian 1.8x 4.9xmedian 1.8x 16.4xmedian 1.8x
PEG now vs peer median —median 1.75 2.44median 1.75 8.84median 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 monthsBRRNDSGXIOT
Revenue – $775.17M $1.85B
Gross profit – $601.59M $1.41B
Operating income -$224.73K $243.60M $19.37M
Net income -$224.73K $188.01M $90.55M
Free cash flow -$162.04K $297.47M $255.48M
R&D – $109.17M $375.86M
EPS (diluted) – $2.15 $0.15
Cash & equivalents – $401.06M $291.39M
Total debt $413.56K – –
Shares (diluted) – 87.58M 590.46M
Enterprise value $945.00B $6.73B $22.87B

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
MetricBRRNDSGXIOT
P/E -4,205,121x 42.9x 289.7x
P/FCF -5,832,037x 27.2x 102.9x
P/Operating cash flow -5,832,037x 26.4x 91.2x
P/S – 10.4x 14.2x
P/B -4,626,456x 4.9x 16.4x
P/Tangible book -4,626,456x 6.2x 16.4x
EV/EBITDA – 23.5x 517.3x
EV/EBIT -4,205,122x 31.5x 1,314x
EV/Revenue – 9.9x 13.8x
EV/FCF -5,832,038x 25.8x 99.6x
EV/Operating cash flow -5,832,038x 25.1x 88.3x
PEG (3Y EPS CAGR) – 2.44 8.84

Growth

14 metrics
MetricBRRNDSGXIOT
Revenue growth (1Y) – 13.2% 29.5%
Revenue CAGR (3Y) – 13.8% 33.3%
Gross profit growth (1Y) – 15.5% 28.7%
Gross profit CAGR (3Y) – 14.4% 35.7%
Operating income growth (1Y) -241.7% 30.1% 115.4%
Operating income CAGR (3Y) -119.3% 19.8% 27.5%
Net income growth (1Y) -241.7% 26.9% 203.0%
Net income CAGR (3Y) -27.9% 18.3% 33.5%
EPS growth (1Y) – 26.4% 199.7%
EPS CAGR (3Y) – 17.6% 32.8%
Operating cash flow growth (1Y) -102.4% 28.6% 49.7%
Operating cash flow CAGR (3Y) -104.6% 14.7% 581.0%
Free cash flow growth (1Y) -102.4% 30.3% 50.6%
Free cash flow CAGR (3Y) -104.6% 15.7% 142.3%

Profitability

14 metrics
MetricBRRNDSGXIOT
Gross margin – 77.6% 76.4%
EBITDA margin – 42.1% 2.7%
Operating margin – 31.4% 1.0%
Pretax margin – 32.7% 5.6%
Net margin – 24.3% 4.9%
FCF margin – 38.4% 13.8%
Operating cash flow margin – 39.4% 15.6%
Return on equity – 11.4% 5.8%
Return on assets -10,997% – 3.4%
Return on invested capital – – –
Return on capital employed – – 1.1%
Asset turnover – – 0.7x
Cash conversion (OCF / net income) 0.7x 1.6x 3.2x
Stock comp / revenue – 3.5% 17.9%

Financial Health

11 metrics
MetricBRRNDSGXIOT
Debt / assets 7,283% – –
Debt / equity -0.7x – –
Net debt / EBITDA – – –
Debt / FCF -0.9x – –
Liabilities / assets 10,800% 15.9% 42.1%
Equity / assets -10,700% 84.1% 57.9%
Interest coverage – 168.0x –
Current ratio 0.0x 2.0x 1.6x
Quick ratio – 1.9x 1.2x
Cash ratio – 1.5x 0.9x
Altman Z-score – 16.89 13.68

Shareholder Returns

7 metrics
MetricBRRNDSGXIOT
Dividend yield – – –
Net buyback yield – 0.2% -0.1%
Shareholder yield – 0.2% -0.1%
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.

ConsensusBRRNDSGXIOT
Forward P/E – 43.3xFY2026 55.4xFY2026
EPS, next fiscal year – $2.17FY2026 $0.81FY2026
EPS growth, next FY – +16.0%FY2026 +44.6%FY2026
EPS growth, the year after – +18.4% +23.5%
Revenue, next fiscal year – $879.10MFY2026 $1.93BFY2026
Revenue growth, next FY – +20.6%FY2026 +19.3%FY2026
Revenue growth, the year after – +1.6% +30.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBRRNDSGXIOT
Held by institutions – 82.0% 67.7%
Institutions holding – 341 549
Change in shares held, QoQ – +3.7% +9.1%
Institutions buying – 167 318
Institutions selling – 139 165
Buyers to sellers – 1.20 1.93

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.

BRRNDSGXIOT
BRRN 1.00 0.00 -0.01
DSGX 0.00 1.00 0.57
IOT -0.01 0.57 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BRRN, DSGX and IOT?

Bryn (BRRN) is the largest by market capitalisation: Bryn (BRRN) $945.00B, Descartes Systems (DSGX) $8.14B, Samsara (IOT) $26.10B.

Which stock is cheaper, BRRN, DSGX and IOT?

Descartes Systems (DSGX) trades on the lowest price-to-earnings ratio (Bryn (BRRN) -4,205,121x, Descartes Systems (DSGX) 43.3x, Samsara (IOT) 288.2x). On next year's consensus earnings, Descartes Systems (DSGX) is cheapest (Descartes Systems (DSGX) 43.3x, Samsara (IOT) 55.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Samsara (IOT) grew revenue fastest over the trailing twelve months: Descartes Systems (DSGX) +13.2%, Samsara (IOT) +29.5%.

Which company is more profitable?

Descartes Systems (DSGX) has the highest net margin (Descartes Systems (DSGX) 24.3%, Samsara (IOT) 4.9%).

Which stock has performed better?

Over the past year Bryn (BRRN) returned the most: Bryn (BRRN) +4,199,900.0%, Descartes Systems (DSGX) -3.1%, Samsara (IOT) +16.2%. Over five years, Bryn (BRRN) compounded fastest (Bryn (BRRN) +595.4%/yr, Descartes Systems (DSGX) +2.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Descartes Systems (DSGX) has been the steadiest (Bryn (BRRN) 1,144.4%, Descartes Systems (DSGX) 41.3%, Samsara (IOT) 59.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BRRN, DSGX and IOT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Descartes Systems (DSGX) leads on 5. 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.