ITRN vs DSGX vs IOT Stock Comparison

Ituran Location & Control, Descartes Systems and Samsara 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

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.

QuestionITRNDSGXIOTLeader
Larger companyMarket capitalisation $1.04B $7.93B $25.47B IOT
Cheaper on earningsLower P/E, profitable companies only 16.4x 42.1x 280.7x ITRN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 15.2x 41.9x 53.7x ITRN
Faster revenue growthRevenue growth, trailing twelve months +130.5% +13.2% +29.5% ITRN
More profitableNet margin, trailing twelve months 33.7% 24.3% 4.9% ITRN
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield 5.69% — — –
Better 1-year returnPrice return, last 12 months +36.9% -3.5% +9.0% ITRN
Better 5-year returnAnnualised price return, 5 years +15.2%/yr +2.4%/yr — ITRN
Less volatileAnnualised volatility, 1 year 30.4% 41.4% 59.6% ITRN
Higher overall scoreMean of the five percentile scores vs peers 73/100 67/100 52/100 ITRN

Percentile Scorecard

ITRNDSGXIOT

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

AxisITRNDSGXIOT
Valuation 81 #18 of 89 43 #51 of 89 14 #77 of 89
Growth 58 #35 of 81 64 #30 of 81 99 #2 of 81
Profitability 99 #2 of 76 97 #3 of 76 60 #31 of 76
Financial Health 60 #38 of 94 85 #15 of 94 59 #39 of 94
Shareholder Returns 70 #16 of 51 46 #28 of 51 30 #36 of 51
Overall 73 67 52
  • ITRN ranked among 98 companies in Vertical Software
  • DSGX ranked among 98 companies in Vertical Software
  • IOT ranked among 98 companies in Vertical Software

Price Performance

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

Returns

PeriodITRNDSGXIOTSPY
1 month +2.0%+17.3%+14.5% -0.2%
3 months -3.7%+21.9%+16.0% +3.9%
6 months -4.2%+30.0%+48.3% +8.2%
Year to date +22.5%+5.2%+22.7% +12.9%
1 year +36.9%-3.5%+9.0% +12.3%
3 years +117.4%+32.1%+95.9% +87.4%
3 years, per year +29.6%+9.7%+25.1% +23.3%
5 years +103.0%+12.4%— +67.9%
5 years, per year +15.2%+2.4%— +10.9%
10 years +97.0%+345.3%— +261.1%
10 years, per year +7.0%+16.1%— +13.7%

Risk

MeasureITRNDSGXIOTSPY
Volatility, 1Y 30.4%41.4%59.6% 12.7%
Downside volatility, 1Y 28.8%38.5%55.2% 12.7%
Beta vs S&P 500, 1Y 1.140.330.80 1.00
Return / volatility, 1Y 1.21-0.080.15 0.97
Max drawdown, 5Y -31.0%-48.7%-70.4% -25.4%
From 52-week high -20.6%-4.6%-3.8% -1.2%
52-week high $66.37$96.58$45.22 $779.14
52-week low $36.06$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.

MultipleITRNDSGXIOT
P/E now vs peer median 16.4xmedian 40.1x 42.1xmedian 40.1x 280.7xmedian 40.1x
P/S now vs peer median 5.5xmedian 2.5x 10.2xmedian 2.5x 13.8xmedian 2.5x
EV/EBITDA now vs peer median 8.9xmedian 18.5x 23.1xmedian 18.5x 500.6xmedian 18.5x
P/FCF now vs peer median 9.5xmedian 20.1x 26.7xmedian 20.1x 99.7xmedian 20.1x
P/B now vs peer median 4.6xmedian 1.8x 4.8xmedian 1.8x 15.9xmedian 1.8x
PEG now vs peer median 1.09median 1.73 2.40median 1.73 8.57median 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 monthsITRNDSGXIOT
Revenue $189.86M $775.17M $1.85B
Gross profit $196.43M $601.59M $1.41B
Operating income $85.86M $243.60M $19.37M
Net income $66.00M $188.01M $90.55M
Free cash flow $109.73M $297.47M $255.48M
R&D $21.44M $109.17M $375.86M
EPS (diluted) $3.22 $2.15 $0.15
Cash & equivalents $103.70M $401.06M $291.39M
Shares (diluted) 19.87M 87.58M 590.46M
Enterprise value $638.78M $6.52B $22.24B

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
MetricITRNDSGXIOT
P/E 16.4x 42.1x 280.7x
P/FCF 9.5x 26.7x 99.7x
P/Operating cash flow 10.3x 25.9x 88.3x
P/S 5.5x 10.2x 13.8x
P/B 4.6x 4.8x 15.9x
P/Tangible book 4.8x 6.1x 15.9x
EV/EBITDA 8.9x 23.1x 500.6x
EV/EBIT 11.0x 30.9x 1,272x
EV/Revenue 5.0x 9.7x 13.3x
EV/FCF 8.6x 25.3x 96.4x
EV/Operating cash flow 9.3x 24.6x 85.4x
PEG (3Y EPS CAGR) 1.09 2.40 8.57

Growth

14 metrics
MetricITRNDSGXIOT
Revenue growth (1Y) 130.5% 13.2% 29.5%
Revenue CAGR (3Y) – 13.8% 33.3%
Gross profit growth (1Y) 18.2% 15.5% 28.7%
Gross profit CAGR (3Y) 10.4% 14.4% 35.7%
Operating income growth (1Y) 17.0% 30.1% 115.4%
Operating income CAGR (3Y) 11.1% 19.8% 27.5%
Net income growth (1Y) 14.1% 26.9% 203.0%
Net income CAGR (3Y) 13.2% 18.3% 33.5%
EPS growth (1Y) 15.4% 26.4% 199.7%
EPS CAGR (3Y) 15.0% 17.6% 32.8%
Operating cash flow growth (1Y) 30.0% 28.6% 49.7%
Operating cash flow CAGR (3Y) 17.6% 14.7% 581.0%
Free cash flow growth (1Y) 26.9% 30.3% 50.6%
Free cash flow CAGR (3Y) 11.0% 15.7% 142.3%

Profitability

14 metrics
MetricITRNDSGXIOT
Gross margin 103.5% 77.6% 76.4%
EBITDA margin 55.4% 42.1% 2.7%
Operating margin 45.2% 31.4% 1.0%
Pretax margin 44.1% 32.7% 5.6%
Net margin 33.7% 24.3% 4.9%
FCF margin 57.8% 38.4% 13.8%
Operating cash flow margin 53.3% 39.4% 15.6%
Return on equity 30.0% 11.4% 5.8%
Return on assets 16.3% – 3.4%
Return on invested capital – – –
Return on capital employed 30.4% – 1.1%
Asset turnover 0.5x – 0.7x
Cash conversion (OCF / net income) 1.5x 1.6x 3.2x
Stock comp / revenue – 3.5% 17.9%

Financial Health

11 metrics
MetricITRNDSGXIOT
Debt / assets – – –
Debt / equity – – –
Net debt / EBITDA – – –
Debt / FCF – – –
Liabilities / assets 44.8% 15.9% 42.1%
Equity / assets 55.2% 84.1% 57.9%
Interest coverage 19.1x 168.0x –
Current ratio 2.0x 2.0x 1.6x
Quick ratio 1.4x 1.9x 1.2x
Cash ratio 0.8x 1.5x 0.9x
Altman Z-score – 16.60 13.26

Shareholder Returns

7 metrics
MetricITRNDSGXIOT
Dividend yield 5.7% – –
Net buyback yield 1.4% 0.2% -0.1%
Shareholder yield 7.1% 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.

ConsensusITRNDSGXIOT
Forward P/E 15.2xFY2026 41.9xFY2026 53.7xFY2026
EPS, next fiscal year $3.46FY2026 $2.20FY2026 $0.81FY2026
EPS growth, next FY +18.5%FY2026 +17.6%FY2026 +44.6%FY2026
EPS growth, the year after +16.2% +18.2% +23.5%
Revenue, next fiscal year $390.51MFY2026 $889.11MFY2026 $1.93BFY2026
Revenue growth, next FY +8.8%FY2026 +22.0%FY2026 +19.3%FY2026
Revenue growth, the year after +20.3% +1.6% +30.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersITRNDSGXIOT
Held by institutions 56.3% – 100.0%
Institutions holding 204 – 549
Change in shares held, QoQ -8.5% – +9.1%
Institutions buying 102 – 318
Institutions selling 59 – 165
Buyers to sellers 1.73 – 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.

ITRNDSGXIOT
ITRN 1.00 -0.02 0.04
DSGX -0.02 1.00 0.57
IOT 0.04 0.57 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ITRN, DSGX and IOT?

Samsara (IOT) is the largest by market capitalisation: Ituran Location & Control (ITRN) $1.04B, Descartes Systems (DSGX) $7.93B, Samsara (IOT) $25.47B.

Which stock is cheaper, ITRN, DSGX and IOT?

Ituran Location & Control (ITRN) trades on the lowest price-to-earnings ratio (Ituran Location & Control (ITRN) 16.4x, Descartes Systems (DSGX) 42.1x, Samsara (IOT) 280.7x). On next year's consensus earnings, Ituran Location & Control (ITRN) is cheapest (Ituran Location & Control (ITRN) 15.2x, Descartes Systems (DSGX) 41.9x, Samsara (IOT) 53.7x). 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: Ituran Location & Control (ITRN) +130.5%, Descartes Systems (DSGX) +13.2%, Samsara (IOT) +29.5%.

Which company is more profitable?

Ituran Location & Control (ITRN) has the highest net margin (Ituran Location & Control (ITRN) 33.7%, Descartes Systems (DSGX) 24.3%, Samsara (IOT) 4.9%).

Which stock has performed better?

Over the past year Ituran Location & Control (ITRN) returned the most: Ituran Location & Control (ITRN) +36.9%, Descartes Systems (DSGX) -3.5%, Samsara (IOT) +9.0%. Over five years, Ituran Location & Control (ITRN) compounded fastest (Ituran Location & Control (ITRN) +15.2%/yr, Descartes Systems (DSGX) +2.4%/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%. Descartes Systems (DSGX) and Samsara (IOT) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Ituran Location & Control (ITRN) has been the steadiest (Ituran Location & Control (ITRN) 30.4%, Descartes Systems (DSGX) 41.4%, Samsara (IOT) 59.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ITRN, 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, 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.