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ACI Worldwide vs Samsara

ACI Worldwide and Samsara are similar in size: $1.76bn and $1.62bn of revenue in their latest fiscal years. Samsara grew faster (29.6% against 10.4%). ACI Worldwide kept more of each dollar of sales as profit: a net margin of 12.9% against -0.6%.

Latest fiscal yearACI WorldwideACIW, 2025SamsaraIOT, 2026
Revenue $1.76bn $1.62bn
Revenue growth 10.4% 29.6%
Net income $227m −$9.1m
Operating margin — -3.2%
Net margin 12.9% -0.6%
Return on equity 15.4% -0.7%
Free cash flow $310m $207m
Cash $196m $319m
Total debt $823m —
Debt to equity — —
Dividend per share — —
Dividend yield — —
Share buybacks $203m —
Employees 2,930 4,100
Market value $5.93bn $24.34bn
Price vs our value range Within our value range —
Moat score 59 (Moderate) 27 (Weak)
Insider trades, 12 months 2 buys, 1 sales 0 buys, 463 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.