IOT vs ITRN vs VRRM Stock Comparison

Samsara, Ituran Location & Control and Verra Mobility Prices as of Oct 27, 2026 Peers: Industry group
IOT Samsara Inc.
$43.51 +14.5% 1M +9.0% 1Y
Market cap
$25.47B
P/E
280.7x
Revenue (TTM)
$1.85B
Div. yield
–
Supply Chain Software Technology
1 win
VRRM VERRA MOBILITY Corp
$3.14 -3.1% 1M -87.0% 1Y
Market cap
$477.23M
P/E
10.8x
Revenue (TTM)
$1.01B
Div. yield
–
Supply Chain Software Technology
2 wins

Head to Head

9 decided of 12

Ituran Location & Control leads on 6 of the 12 questions below (Ituran Location & Control 6, Verra Mobility 2, Samsara 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionIOTITRNVRRMLeader
Larger companyMarket capitalisation $25.47B $1.04B $477.23M IOT
Cheaper on earningsLower P/E, profitable companies only 280.7x 16.4x 10.8x VRRM
Cheaper on forward earningsLower price / next fiscal year consensus EPS 53.7x 15.2x 2.6x VRRM
Faster revenue growthRevenue growth, trailing twelve months +29.5% +130.5% +11.1% ITRN
More profitableNet margin, trailing twelve months 4.9% 33.7% 4.4% ITRN
Better return on capitalReturn on invested capital — — 4.9% –
Less leveragedLower net debt / EBITDA — — 3.8x –
Higher dividend yieldTrailing dividend yield — 5.69% — –
Better 1-year returnPrice return, last 12 months +9.0% +36.9% -87.0% ITRN
Better 5-year returnAnnualised price return, 5 years — +15.2%/yr -26.9%/yr ITRN
Less volatileAnnualised volatility, 1 year 59.6% 30.4% 133.1% ITRN
Higher overall scoreMean of the five percentile scores vs peers 52/100 73/100 65/100 ITRN

Percentile Scorecard

IOTITRNVRRM

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

AxisIOTITRNVRRM
Valuation 14 #77 of 89 81 #18 of 89 98 #3 of 89
Growth 99 #2 of 81 58 #35 of 81 19 #66 of 81
Profitability 60 #31 of 76 99 #2 of 76 89 #9 of 76
Financial Health 59 #39 of 94 60 #38 of 94 20 #75 of 94
Shareholder Returns 30 #36 of 51 70 #16 of 51 100 #1 of 51
Overall 52 73 65
  • IOT ranked among 98 companies in Vertical Software
  • ITRN ranked among 98 companies in Vertical Software
  • VRRM ranked among 98 companies in Vertical Software

Price Performance

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

Returns

PeriodIOTITRNVRRMSPY
1 month +14.5%+2.0%-3.1% -0.2%
3 months +16.0%-3.7%-24.9% +3.9%
6 months +48.3%-4.2%-79.4% +8.2%
Year to date +22.7%+22.5%-86.0% +12.9%
1 year +9.0%+36.9%-87.0% +12.3%
3 years +95.9%+117.4%-83.9% +87.4%
3 years, per year +25.1%+29.6%-45.6% +23.3%
5 years —+103.0%-79.1% +67.9%
5 years, per year —+15.2%-26.9% +10.9%
10 years —+97.0%— +261.1%
10 years, per year —+7.0%— +13.7%

Risk

MeasureIOTITRNVRRMSPY
Volatility, 1Y 59.6%30.4%133.1% 12.7%
Downside volatility, 1Y 55.2%28.8%168.0% 12.7%
Beta vs S&P 500, 1Y 0.801.140.24 1.00
Return / volatility, 1Y 0.151.21-0.65 0.97
Max drawdown, 5Y -70.4%-31.0%-90.9% -25.4%
From 52-week high -3.8%-20.6%-87.0% -1.2%
52-week high $45.22$66.37$24.12 $779.14
52-week low $24.25$36.06$2.81 $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.

MultipleIOTITRNVRRM
P/E now vs peer median 280.7xmedian 40.1x 16.4xmedian 40.1x 10.8xmedian 40.1x
P/S now vs peer median 13.8xmedian 2.5x 5.5xmedian 2.5x 0.5xmedian 2.5x
EV/EBITDA now vs peer median 500.6xmedian 18.5x 8.9xmedian 18.5x 5.7xmedian 18.5x
P/FCF now vs peer median 99.7xmedian 20.1x 9.5xmedian 20.1x 4.9xmedian 20.1x
P/B now vs peer median 15.9xmedian 1.8x 4.6xmedian 1.8x 2.1xmedian 1.8x
PEG now vs peer median 8.57median 1.73 1.09median 1.73 -0.65median 1.73

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 monthsIOTITRNVRRM
Revenue $1.85B $189.86M $1.01B
Gross profit $1.41B $196.43M $913.59M
Operating income $19.37M $85.86M $136.86M
Net income $90.55M $66.00M $44.29M
Free cash flow $255.48M $109.73M $96.91M
R&D $375.86M $21.44M –
EPS (diluted) $0.15 $3.22 $0.29
Cash & equivalents $291.39M $103.70M $49.56M
Total debt – – $1.03B
Shares (diluted) 590.46M 19.87M 151.95M
Enterprise value $22.24B $638.78M $108.10M

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
MetricIOTITRNVRRM
P/E 280.7x 16.4x 10.8x
P/FCF 99.7x 9.5x 4.9x
P/Operating cash flow 88.3x 10.3x 2.2x
P/S 13.8x 5.5x 0.5x
P/B 15.9x 4.6x 2.1x
P/Tangible book 15.9x 4.8x 3.8x
EV/EBITDA 500.6x 8.9x 5.7x
EV/EBIT 1,272x 11.0x 10.6x
EV/Revenue 13.3x 5.0x 1.4x
EV/FCF 96.4x 8.6x 15.0x
EV/Operating cash flow 85.4x 9.3x 6.8x
PEG (3Y EPS CAGR) 8.57 1.09 -0.65

Growth

14 metrics
MetricIOTITRNVRRM
Revenue growth (1Y) 29.5% 130.5% 11.1%
Revenue CAGR (3Y) 33.3% – 8.9%
Gross profit growth (1Y) 28.7% 18.2% 6.7%
Gross profit CAGR (3Y) 35.7% 10.4% 7.5%
Operating income growth (1Y) 115.4% 17.0% -3.0%
Operating income CAGR (3Y) 27.5% 11.1% -11.0%
Net income growth (1Y) 203.0% 14.1% 13.6%
Net income CAGR (3Y) 33.5% 13.2% -16.7%
EPS growth (1Y) 199.7% 15.4% 20.8%
EPS CAGR (3Y) 32.8% 15.0% -16.5%
Operating cash flow growth (1Y) 49.7% 30.0% -25.2%
Operating cash flow CAGR (3Y) 581.0% 17.6% -2.2%
Free cash flow growth (1Y) 50.6% 26.9% -48.7%
Free cash flow CAGR (3Y) 142.3% 11.0% -17.8%

Profitability

14 metrics
MetricIOTITRNVRRM
Gross margin 76.4% 103.5% 90.7%
EBITDA margin 2.7% 55.4% 25.3%
Operating margin 1.0% 45.2% 13.6%
Pretax margin 5.6% 44.1% 9.5%
Net margin 4.9% 33.7% 4.4%
FCF margin 13.8% 57.8% 9.6%
Operating cash flow margin 15.6% 53.3% 21.3%
Return on equity 5.8% 30.0% 17.9%
Return on assets 3.4% 16.3% 2.7%
Return on invested capital – – 4.9%
Return on capital employed 1.1% 30.4% 9.8%
Asset turnover 0.7x 0.5x 0.6x
Cash conversion (OCF / net income) 3.2x 1.5x 4.9x
Stock comp / revenue 17.9% – 2.0%

Financial Health

11 metrics
MetricIOTITRNVRRM
Debt / assets – – 64.0%
Debt / equity – – 4.6x
Net debt / EBITDA – – 3.8x
Debt / FCF – – 10.7x
Liabilities / assets 42.1% 44.8% 86.2%
Equity / assets 57.9% 55.2% 13.8%
Interest coverage – 19.1x 2.2x
Current ratio 1.6x 2.0x 2.1x
Quick ratio 1.2x 1.4x 1.7x
Cash ratio 0.9x 0.8x 0.2x
Altman Z-score 13.26 – 1.03

Shareholder Returns

7 metrics
MetricIOTITRNVRRM
Dividend yield – 5.7% –
Net buyback yield -0.1% 1.4% 38.6%
Shareholder yield -0.1% 7.1% 38.6%
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.

ConsensusIOTITRNVRRM
Forward P/E 53.7xFY2026 15.2xFY2026 2.6xFY2026
EPS, next fiscal year $0.81FY2026 $3.46FY2026 $1.19FY2026
EPS growth, next FY +44.6%FY2026 +18.5%FY2026 -9.8%FY2026
EPS growth, the year after +23.5% +16.2% -23.5%
Revenue, next fiscal year $1.93BFY2026 $390.51MFY2026 $928.23MFY2026
Revenue growth, next FY +19.3%FY2026 +8.8%FY2026 -5.2%FY2026
Revenue growth, the year after +30.8% +20.3% +5.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersIOTITRNVRRM
Held by institutions 100.0% 56.3% 100.0%
Institutions holding 549 204 314
Change in shares held, QoQ +9.1% -8.5% +1.0%
Institutions buying 318 102 205
Institutions selling 165 59 84
Buyers to sellers 1.93 1.73 2.44

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.

IOTITRNVRRM
IOT 1.00 0.04 0.19
ITRN 0.04 1.00 -0.12
VRRM 0.19 -0.12 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, IOT, ITRN and VRRM?

Samsara (IOT) is the largest by market capitalisation: Samsara (IOT) $25.47B, Ituran Location & Control (ITRN) $1.04B, Verra Mobility (VRRM) $477.23M.

Which stock is cheaper, IOT, ITRN and VRRM?

Verra Mobility (VRRM) trades on the lowest price-to-earnings ratio (Samsara (IOT) 280.7x, Ituran Location & Control (ITRN) 16.4x, Verra Mobility (VRRM) 10.8x). On next year's consensus earnings, Verra Mobility (VRRM) is cheapest (Samsara (IOT) 53.7x, Ituran Location & Control (ITRN) 15.2x, Verra Mobility (VRRM) 2.6x). 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%, Verra Mobility (VRRM) +11.1%.

Which company is more profitable?

Ituran Location & Control (ITRN) has the highest net margin (Samsara (IOT) 4.9%, Ituran Location & Control (ITRN) 33.7%, Verra Mobility (VRRM) 4.4%).

Which stock has performed better?

Over the past year Ituran Location & Control (ITRN) returned the most: Samsara (IOT) +9.0%, Ituran Location & Control (ITRN) +36.9%, Verra Mobility (VRRM) -87.0%. Over five years, Ituran Location & Control (ITRN) compounded fastest (Ituran Location & Control (ITRN) +15.2%/yr, Verra Mobility (VRRM) -26.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Ituran Location & Control (ITRN) 5.69%. Samsara (IOT) and Verra Mobility (VRRM) pays no regular dividend.

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%, Verra Mobility (VRRM) 133.1%). Volatility measures how widely the price swings, not the risk of the business.

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

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 6. 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.