IOT vs VIA vs ITRN Stock Comparison

Samsara, Via Transportation and Ituran Location & Control Prices as of Oct 23, 2026 Peers: Industry group
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
VIA Via Transportation, Inc.
$36.71 +24.3% 1M -24.8% 1Y
Market cap
$2.90B
P/E
–
Revenue (TTM)
$491.70M
Div. yield
–
Supply Chain Software Technology

Head to Head

8 decided of 12

Ituran Location & Control leads on 7 of the 12 questions below (Ituran Location & Control 7, Samsara 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionIOTVIAITRNLeader
Larger companyMarket capitalisation $26.10B $2.90B $1.02B IOT
Cheaper on earningsLower P/E, profitable companies only 288.2x -29.4x 16.0x ITRN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 55.4x — 14.6x ITRN
Faster revenue growthRevenue growth, trailing twelve months +29.5% +29.1% +130.5% ITRN
More profitableNet margin, trailing twelve months 4.9% -20.0% 33.7% 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 +16.2% -24.8% +34.8% ITRN
Better 5-year returnAnnualised price return, 5 years — — +14.4%/yr –
Less volatileAnnualised volatility, 1 year 59.6% 70.7% 30.3% ITRN
Higher overall scoreMean of the five percentile scores vs peers 52/100 41/100 74/100 ITRN

Percentile Scorecard

IOTVIAITRN

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

AxisIOTVIAITRN
Valuation 12 #79 of 90 20 #72 of 90 83 #16 of 90
Growth 99 #2 of 82 73 #23 of 82 59 #34 of 82
Profitability 58 #33 of 77 29 #55 of 77 99 #2 of 77
Financial Health 58 #41 of 96 85 #15 of 96 59 #40 of 96
Shareholder Returns 32 #37 of 54 0 #54 of 54 72 #16 of 54
Overall 52 41 74
  • IOT ranked among 99 companies in Vertical Software
  • VIA ranked among 99 companies in Vertical Software
  • ITRN ranked among 99 companies in Vertical Software

Price Performance

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

Returns

PeriodIOTVIAITRNSPY
1 month +14.9%+24.3%-3.6% -1.0%
3 months +35.6%+107.6%-7.8% +2.9%
6 months +49.9%+134.9%-12.4% +6.4%
Year to date +26.7%+26.5%+17.5% +11.4%
1 year +16.2%-24.8%+34.8% +13.1%
3 years +89.7%—+93.5% +79.4%
3 years, per year +23.8%—+24.6% +21.5%
5 years ——+96.0% +67.7%
5 years, per year ——+14.4% +10.9%
10 years ——+89.6% +255.2%
10 years, per year ——+6.6% +13.5%

Risk

MeasureIOTVIAITRNSPY
Volatility, 1Y 59.6%70.7%30.3% 12.7%
Downside volatility, 1Y 55.5%79.8%28.8% 12.7%
Beta vs S&P 500, 1Y 0.831.151.13 1.00
Return / volatility, 1Y 0.27-0.351.15 1.03
Max drawdown, 5Y -70.4%-75.3%-31.0% -25.4%
From 52-week high -0.7%-31.9%-23.9% -2.5%
52-week high $45.22$53.93$66.37 $779.14
52-week low $24.25$13.31$36.06 $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.

MultipleIOTVIAITRN
P/E now vs peer median 289.7xmedian 42.7x -30.3xmedian 42.7x 15.7xmedian 42.7x
P/S now vs peer median 14.2xmedian 2.7x 6.1xmedian 2.7x 5.3xmedian 2.7x
EV/EBITDA now vs peer median 517.3xmedian 19.0x -34.0xmedian 19.0x 8.5xmedian 19.0x
P/FCF now vs peer median 102.9xmedian 19.6x -70.9xmedian 19.6x 9.1xmedian 19.6x
P/B now vs peer median 16.4xmedian 1.8x 4.8xmedian 1.8x 4.4xmedian 1.8x
PEG now vs peer median 8.84median 1.75 —median 1.75 1.04median 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 monthsIOTVIAITRN
Revenue $1.85B $491.70M $189.86M
Gross profit $1.41B $195.70M $196.43M
Operating income $19.37M -$88.62M $85.86M
Net income $90.55M -$98.53M $66.00M
Free cash flow $255.48M -$42.19M $109.73M
R&D $375.86M $98.91M $21.44M
EPS (diluted) $0.15 $-1.21 $3.22
Cash & equivalents $291.39M $335.92M $103.70M
Shares (diluted) 590.46M 81.34M 19.87M
Enterprise value $22.87B $1.46B $609.32M

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
MetricIOTVIAITRN
P/E 289.7x -30.3x 15.7x
P/FCF 102.9x -70.9x 9.1x
P/Operating cash flow 91.2x -73.2x 9.9x
P/S 14.2x 6.1x 5.3x
P/B 16.4x 4.8x 4.4x
P/Tangible book 16.4x 5.1x 4.6x
EV/EBITDA 517.3x -34.0x 8.5x
EV/EBIT 1,314x -29.9x 10.4x
EV/Revenue 13.8x 5.4x 4.7x
EV/FCF 99.6x -62.9x 8.2x
EV/Operating cash flow 88.3x -65.0x 8.9x
PEG (3Y EPS CAGR) 8.84 – 1.04

Growth

14 metrics
MetricIOTVIAITRN
Revenue growth (1Y) 29.5% 29.1% 130.5%
Revenue CAGR (3Y) 33.3% – –
Gross profit growth (1Y) 28.7% 29.8% 18.2%
Gross profit CAGR (3Y) 35.7% – 10.4%
Operating income growth (1Y) 115.4% -25.0% 17.0%
Operating income CAGR (3Y) 27.5% – 11.1%
Net income growth (1Y) 203.0% -26.7% 14.1%
Net income CAGR (3Y) 33.5% – 13.2%
EPS growth (1Y) 199.7% 80.0% 15.4%
EPS CAGR (3Y) 32.8% – 15.0%
Operating cash flow growth (1Y) 49.7% – 30.0%
Operating cash flow CAGR (3Y) 581.0% – 17.6%
Free cash flow growth (1Y) 50.6% – 26.9%
Free cash flow CAGR (3Y) 142.3% – 11.0%

Profitability

14 metrics
MetricIOTVIAITRN
Gross margin 76.4% 39.8% 103.5%
EBITDA margin 2.7% -15.9% 55.4%
Operating margin 1.0% -18.0% 45.2%
Pretax margin 5.6% -19.7% 44.1%
Net margin 4.9% -20.0% 33.7%
FCF margin 13.8% -8.6% 57.8%
Operating cash flow margin 15.6% -8.3% 53.3%
Return on equity 5.8% -15.9% 30.0%
Return on assets 3.4% -13.7% 16.3%
Return on invested capital – – –
Return on capital employed 1.1% -14.1% 30.4%
Asset turnover 0.7x 0.7x 0.5x
Cash conversion (OCF / net income) 3.2x 0.4x 1.5x
Stock comp / revenue 17.9% 10.7% –

Financial Health

11 metrics
MetricIOTVIAITRN
Debt / assets – – –
Debt / equity – – –
Net debt / EBITDA – – –
Debt / FCF – – –
Liabilities / assets 42.1% 13.9% 44.8%
Equity / assets 57.9% 86.1% 55.2%
Interest coverage – -29.3x 19.1x
Current ratio 1.6x 5.0x 2.0x
Quick ratio 1.2x 4.9x 1.4x
Cash ratio 0.9x 3.7x 0.8x
Altman Z-score 13.68 16.42 –

Shareholder Returns

7 metrics
MetricIOTVIAITRN
Dividend yield – – 5.9%
Net buyback yield -0.1% -12.7% 1.4%
Shareholder yield -0.1% -12.7% 7.4%
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.

ConsensusIOTVIAITRN
Forward P/E 55.4xFY2026 – 14.6xFY2026
EPS, next fiscal year $0.81FY2026 $-0.04FY2026 $3.46FY2026
EPS growth, next FY +44.6%FY2026 – +18.5%FY2026
EPS growth, the year after +23.5% – +16.2%
Revenue, next fiscal year $1.93BFY2026 $564.79MFY2026 $390.51MFY2026
Revenue growth, next FY +19.3%FY2026 +30.0%FY2026 +8.8%FY2026
Revenue growth, the year after +30.8% +25.9% +20.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersIOTVIAITRN
Held by institutions 67.7% 59.3% 56.3%
Institutions holding 549 128 204
Change in shares held, QoQ +9.1% +19.9% -8.5%
Institutions buying 318 90 102
Institutions selling 165 20 59
Buyers to sellers 1.93 4.50 1.73

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.

IOTVIAITRN
IOT 1.00 0.43 0.04
VIA 0.43 1.00 0.05
ITRN 0.04 0.05 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, IOT, VIA and ITRN?

Samsara (IOT) is the largest by market capitalisation: Samsara (IOT) $26.10B, Via Transportation (VIA) $2.90B, Ituran Location & Control (ITRN) $1.02B.

Which stock is cheaper, IOT, VIA and ITRN?

Ituran Location & Control (ITRN) trades on the lowest price-to-earnings ratio (Samsara (IOT) 288.2x, Via Transportation (VIA) -29.4x, Ituran Location & Control (ITRN) 16.0x). On next year's consensus earnings, Ituran Location & Control (ITRN) is cheapest (Samsara (IOT) 55.4x, Ituran Location & Control (ITRN) 14.6x). 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%, Via Transportation (VIA) +29.1%, Ituran Location & Control (ITRN) +130.5%.

Which company is more profitable?

Ituran Location & Control (ITRN) has the highest net margin (Samsara (IOT) 4.9%, Via Transportation (VIA) -20.0%, Ituran Location & Control (ITRN) 33.7%).

Which stock has performed better?

Over the past year Ituran Location & Control (ITRN) returned the most: Samsara (IOT) +16.2%, Via Transportation (VIA) -24.8%, Ituran Location & Control (ITRN) +34.8%. 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%, Via Transportation (VIA) 70.7%, Ituran Location & Control (ITRN) 30.3%). Volatility measures how widely the price swings, not the risk of the business.

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

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 7. 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.