IOT vs ITRN vs MANH Stock Comparison

Samsara, Ituran Location & Control and Manhattan Associates Prices as of Oct 26, 2026 Peers: Industry group
IOT Samsara Inc.
$44.62 +17.5% 1M +13.7% 1Y
Market cap
$25.42B
P/E
280.7x
Revenue (TTM)
$1.85B
Div. yield
–
Supply Chain Software Technology
1 win

Head to Head

9 decided of 12

Ituran Location & Control leads on 8 of the 12 questions below (Ituran Location & Control 8, Samsara 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionIOTITRNMANHLeader
Larger companyMarket capitalisation $25.42B $1.05B $13.74B IOT
Cheaper on earningsLower P/E, profitable companies only 280.7x 16.4x 65.3x ITRN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 55.1x 14.9x 40.5x ITRN
Faster revenue growthRevenue growth, trailing twelve months +29.5% +130.5% +6.5% ITRN
More profitableNet margin, trailing twelve months 4.9% 33.7% 18.7% ITRN
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +13.7% +34.5% +21.3% ITRN
Better 5-year returnAnnualised price return, 5 years — +15.0%/yr +5.7%/yr ITRN
Less volatileAnnualised volatility, 1 year 59.6% 30.4% 46.5% ITRN
Higher overall scoreMean of the five percentile scores vs peers 51/100 74/100 53/100 ITRN

Percentile Scorecard

IOTITRNMANH

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

AxisIOTITRNMANH
Valuation 11 #80 of 90 82 #17 of 90 20 #72 of 90
Growth 99 #2 of 82 58 #35 of 82 48 #43 of 82
Profitability 58 #33 of 77 99 #2 of 77 96 #4 of 77
Financial Health 59 #40 of 96 60 #39 of 96 36 #62 of 96
Shareholder Returns 30 #38 of 54 70 #17 of 54 64 #20 of 54
Overall 51 74 53
  • IOT ranked among 99 companies in Vertical Software
  • ITRN ranked among 99 companies in Vertical Software
  • MANH ranked among 99 companies in Vertical Software

Price Performance

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

Returns

PeriodIOTITRNMANHSPY
1 month +17.5%-0.5%+14.7% -0.8%
3 months +26.3%-7.0%+48.4% +3.5%
6 months +51.4%-9.6%+71.5% +7.0%
Year to date +25.9%+19.6%+36.4% +12.2%
1 year +13.7%+34.5%+21.3% +13.0%
3 years +100.9%+112.2%+25.4% +86.3%
3 years, per year +26.2%+28.5%+7.8% +23.1%
5 years —+100.9%+31.7% +68.6%
5 years, per year —+15.0%+5.7% +11.0%
10 years —+92.6%+363.3% +258.0%
10 years, per year —+6.8%+16.6% +13.6%

Risk

MeasureIOTITRNMANHSPY
Volatility, 1Y 59.6%30.4%46.5% 12.7%
Downside volatility, 1Y 55.3%28.8%46.4% 12.7%
Beta vs S&P 500, 1Y 0.811.140.29 1.00
Return / volatility, 1Y 0.231.130.46 1.02
Max drawdown, 5Y -70.4%-31.0%-61.0% -25.4%
From 52-week high -1.3%-22.5%-2.4% -1.8%
52-week high $45.22$66.37$242.17 $779.14
52-week low $24.25$36.06$120.88 $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.

MultipleIOTITRNMANH
P/E now vs peer median 287.8xmedian 42.4x 16.0xmedian 42.4x 66.1xmedian 42.4x
P/S now vs peer median 14.1xmedian 2.7x 5.4xmedian 2.7x 12.2xmedian 2.7x
EV/EBITDA now vs peer median 513.8xmedian 19.0x 8.7xmedian 19.0x 48.4xmedian 19.0x
P/FCF now vs peer median 102.2xmedian 19.4x 9.3xmedian 19.4x 34.5xmedian 19.4x
P/B now vs peer median 16.3xmedian 1.8x 4.5xmedian 1.8x 87.5xmedian 1.8x
PEG now vs peer median 8.79median 1.75 1.06median 1.75 4.38median 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 monthsIOTITRNMANH
Revenue $1.85B $189.86M $1.13B
Gross profit $1.41B $196.43M $628.53M
Operating income $19.37M $85.86M $274.01M
Net income $90.55M $66.00M $210.23M
Free cash flow $255.48M $109.73M $399.19M
R&D $375.86M $21.44M $147.00M
EPS (diluted) $0.15 $3.22 $3.56
Cash & equivalents $291.39M $103.70M $186.11M
Shares (diluted) 590.46M 19.87M 59.00M
Enterprise value $22.19B $637.44M $12.73B

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
MetricIOTITRNMANH
P/E 287.8x 16.0x 66.1x
P/FCF 102.2x 9.3x 34.5x
P/Operating cash flow 90.6x 10.1x 33.2x
P/S 14.1x 5.4x 12.2x
P/B 16.3x 4.5x 87.5x
P/Tangible book 16.3x 4.7x 87.5x
EV/EBITDA 513.8x 8.7x 48.4x
EV/EBIT 1,306x 10.7x 49.6x
EV/Revenue 13.7x 4.8x 12.1x
EV/FCF 99.0x 8.3x 34.1x
EV/Operating cash flow 87.7x 9.0x 32.8x
PEG (3Y EPS CAGR) 8.79 1.06 4.38

Growth

14 metrics
MetricIOTITRNMANH
Revenue growth (1Y) 29.5% 130.5% 6.5%
Revenue CAGR (3Y) 33.3% – 9.9%
Gross profit growth (1Y) 28.7% 18.2% 5.6%
Gross profit CAGR (3Y) 35.7% 10.4% 11.8%
Operating income growth (1Y) 115.4% 17.0% 0.5%
Operating income CAGR (3Y) 27.5% 11.1% 15.2%
Net income growth (1Y) 203.0% 14.1% -4.9%
Net income CAGR (3Y) 33.5% 13.2% 12.9%
EPS growth (1Y) 199.7% 15.4% -1.6%
EPS CAGR (3Y) 32.8% 15.0% 15.1%
Operating cash flow growth (1Y) 49.7% 30.0% 31.2%
Operating cash flow CAGR (3Y) 581.0% 17.6% 28.7%
Free cash flow growth (1Y) 50.6% 26.9% 29.9%
Free cash flow CAGR (3Y) 142.3% 11.0% 28.4%

Profitability

14 metrics
MetricIOTITRNMANH
Gross margin 76.4% 103.5% 55.8%
EBITDA margin 2.7% 55.4% 24.9%
Operating margin 1.0% 45.2% 24.3%
Pretax margin 5.6% 44.1% 25.2%
Net margin 4.9% 33.7% 18.7%
FCF margin 13.8% 57.8% 35.4%
Operating cash flow margin 15.6% 53.3% 36.8%
Return on equity 5.8% 30.0% 115.9%
Return on assets 3.4% 16.3% 29.2%
Return on invested capital – – –
Return on capital employed 1.1% 30.4% 112.1%
Asset turnover 0.7x 0.5x 1.6x
Cash conversion (OCF / net income) 3.2x 1.5x 2.0x
Stock comp / revenue 17.9% – 10.1%

Financial Health

11 metrics
MetricIOTITRNMANH
Debt / assets – – –
Debt / equity – – –
Net debt / EBITDA – – –
Debt / FCF – – –
Liabilities / assets 42.1% 44.8% 77.5%
Equity / assets 57.9% 55.2% 22.5%
Interest coverage – 19.1x –
Current ratio 1.6x 2.0x 1.0x
Quick ratio 1.2x 1.4x 0.9x
Cash ratio 0.9x 0.8x 0.4x
Altman Z-score 13.59 – 18.56

Shareholder Returns

7 metrics
MetricIOTITRNMANH
Dividend yield – 5.8% –
Net buyback yield -0.1% 1.4% 3.2%
Shareholder yield -0.1% 7.2% 3.2%
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.

ConsensusIOTITRNMANH
Forward P/E 55.1xFY2026 14.9xFY2026 40.5xFY2026
EPS, next fiscal year $0.81FY2026 $3.46FY2026 $5.83FY2026
EPS growth, next FY +44.6%FY2026 +18.5%FY2026 +15.2%FY2026
EPS growth, the year after +23.5% +16.2% +11.1%
Revenue, next fiscal year $1.93BFY2026 $390.51MFY2026 $1.09BFY2026
Revenue growth, next FY +19.3%FY2026 +8.8%FY2026 +0.9%FY2026
Revenue growth, the year after +30.8% +20.3% +11.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersIOTITRNMANH
Held by institutions 67.7% 56.3% 100.0%
Institutions holding 549 204 506
Change in shares held, QoQ +9.1% -8.5% -0.7%
Institutions buying 318 102 248
Institutions selling 165 59 198
Buyers to sellers 1.93 1.73 1.25

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.

IOTITRNMANH
IOT 1.00 0.04 0.64
ITRN 0.04 1.00 -0.05
MANH 0.64 -0.05 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, IOT, ITRN and MANH?

Samsara (IOT) is the largest by market capitalisation: Samsara (IOT) $25.42B, Ituran Location & Control (ITRN) $1.05B, Manhattan Associates (MANH) $13.74B.

Which stock is cheaper, IOT, ITRN and MANH?

Ituran Location & Control (ITRN) trades on the lowest price-to-earnings ratio (Samsara (IOT) 280.7x, Ituran Location & Control (ITRN) 16.4x, Manhattan Associates (MANH) 65.3x). On next year's consensus earnings, Ituran Location & Control (ITRN) is cheapest (Samsara (IOT) 55.1x, Ituran Location & Control (ITRN) 14.9x, Manhattan Associates (MANH) 40.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Ituran Location & Control (ITRN) grew revenue fastest over the trailing twelve months: Samsara (IOT) +29.5%, Ituran Location & Control (ITRN) +130.5%, Manhattan Associates (MANH) +6.5%.

Which company is more profitable?

Ituran Location & Control (ITRN) has the highest net margin (Samsara (IOT) 4.9%, Ituran Location & Control (ITRN) 33.7%, Manhattan Associates (MANH) 18.7%).

Which stock has performed better?

Over the past year Ituran Location & Control (ITRN) returned the most: Samsara (IOT) +13.7%, Ituran Location & Control (ITRN) +34.5%, Manhattan Associates (MANH) +21.3%. Over five years, Ituran Location & Control (ITRN) compounded fastest (Ituran Location & Control (ITRN) +15.0%/yr, Manhattan Associates (MANH) +5.7%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Ituran Location & Control (ITRN) has been the steadiest (Samsara (IOT) 59.6%, Ituran Location & Control (ITRN) 30.4%, Manhattan Associates (MANH) 46.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, IOT, ITRN and MANH?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ituran Location & Control (ITRN) leads on 8. 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.