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Side-by-side financial comparison of CrossAmerica Partners LP (CAPL) and Samsara Inc. (IOT). Click either name above to swap in a different company.

CrossAmerica Partners LP is the larger business by last-quarter revenue ($866.3M vs $444.3M, roughly 1.9× Samsara Inc.). Samsara Inc. runs the higher net margin — 5.0% vs 1.2%, a 3.8% gap on every dollar of revenue. On growth, Samsara Inc. posted the faster year-over-year revenue change (28.3% vs -8.3%). Samsara Inc. produced more free cash flow last quarter ($61.7M vs $22.4M). Over the past eight quarters, Samsara Inc.'s revenue compounded faster (25.8% CAGR vs -4.1%).

TowerBrook Capital Partners, L.P. is an investment management firm headquartered in London and New York City. TowerBrook spun out of Soros Fund Management in 2005 and became known for acquiring majority stakes in companies such as Jimmy Choo. Managing $25+ billion in a number of private equity funds and structured opportunities funds, TowerBrook listed 110 investments on its website as of 2025.

Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations. The company has customers across North America and Europe. Samsara developed a connected operations cloud platform that provides insights to physical operations organizations in the transportation, construction, energy, utilities, public sector and retail industries, and supports the safety and efficiency of those operations.

CAPL vs IOT — Head-to-Head

Bigger by revenue
CAPL
CAPL
1.9× larger
CAPL
$866.3M
$444.3M
IOT
Growing faster (revenue YoY)
IOT
IOT
+36.6% gap
IOT
28.3%
-8.3%
CAPL
Higher net margin
IOT
IOT
3.8% more per $
IOT
5.0%
1.2%
CAPL
More free cash flow
IOT
IOT
$39.4M more FCF
IOT
$61.7M
$22.4M
CAPL
Faster 2-yr revenue CAGR
IOT
IOT
Annualised
IOT
25.8%
-4.1%
CAPL

Income Statement — Q4 FY2025 vs Q4 FY2027

Metric
CAPL
CAPL
IOT
IOT
Revenue
$866.3M
$444.3M
Net Profit
$10.2M
$22.0M
Gross Margin
12.4%
76.2%
Operating Margin
3.0%
25.9%
Net Margin
1.2%
5.0%
Revenue YoY
-8.3%
28.3%
Net Profit YoY
-39.6%
341.7%
EPS (diluted)
$0.24
$0.04

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
CAPL
CAPL
IOT
IOT
Q4 26
$444.3M
Q4 25
$866.3M
$416.0M
Q3 25
$971.8M
$391.5M
Q2 25
$961.9M
$366.9M
Q1 25
$862.5M
$346.3M
Q4 24
$944.2M
$322.0M
Q3 24
$1.1B
$300.2M
Q2 24
$1.1B
$280.7M
Net Profit
CAPL
CAPL
IOT
IOT
Q4 26
$22.0M
Q4 25
$10.2M
$7.8M
Q3 25
$13.6M
$-16.8M
Q2 25
$25.2M
$-22.1M
Q1 25
$-7.1M
$-11.2M
Q4 24
$16.9M
$-37.8M
Q3 24
$10.7M
$-49.6M
Q2 24
$12.4M
$-56.3M
Gross Margin
CAPL
CAPL
IOT
IOT
Q4 26
76.2%
Q4 25
12.4%
76.7%
Q3 25
10.8%
76.9%
Q2 25
10.5%
77.3%
Q1 25
10.4%
76.8%
Q4 24
10.7%
76.4%
Q3 24
10.3%
75.6%
Q2 24
9.2%
75.6%
Operating Margin
CAPL
CAPL
IOT
IOT
Q4 26
25.9%
Q4 25
3.0%
-0.4%
Q3 25
2.9%
-6.8%
Q2 25
4.3%
-9.1%
Q1 25
0.2%
-5.3%
Q4 24
3.0%
-14.7%
Q3 24
2.5%
-19.4%
Q2 24
2.5%
-23.5%
Net Margin
CAPL
CAPL
IOT
IOT
Q4 26
5.0%
Q4 25
1.2%
1.9%
Q3 25
1.4%
-4.3%
Q2 25
2.6%
-6.0%
Q1 25
-0.8%
-3.2%
Q4 24
1.8%
-11.7%
Q3 24
1.0%
-16.5%
Q2 24
1.1%
-20.1%
EPS (diluted)
CAPL
CAPL
IOT
IOT
Q4 26
$0.04
Q4 25
$0.24
$0.01
Q3 25
$0.34
$-0.03
Q2 25
$0.64
$-0.04
Q1 25
$-0.20
$-0.02
Q4 24
$0.42
$-0.07
Q3 24
$0.27
$-0.09
Q2 24
$0.31
$-0.10

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CAPL
CAPL
IOT
IOT
Cash + ST InvestmentsLiquidity on hand
$3.1M
$833.8M
Total DebtLower is stronger
$687.2M
Stockholders' EquityBook value
$1.4B
Total Assets
$964.7M
$2.5B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CAPL
CAPL
IOT
IOT
Q4 26
$833.8M
Q4 25
$3.1M
$275.1M
Q3 25
$5.8M
$258.5M
Q2 25
$9.7M
$259.0M
Q1 25
$6.7M
$227.6M
Q4 24
$3.4M
$160.3M
Q3 24
$7.8M
$159.3M
Q2 24
$5.5M
$162.5M
Total Debt
CAPL
CAPL
IOT
IOT
Q4 26
Q4 25
$687.2M
Q3 25
$700.8M
Q2 25
$722.7M
Q1 25
$774.1M
Q4 24
$763.9M
Q3 24
$769.2M
Q2 24
$786.7M
Stockholders' Equity
CAPL
CAPL
IOT
IOT
Q4 26
$1.4B
Q4 25
$1.3B
Q3 25
$1.2B
Q2 25
$1.1B
Q1 25
$1.1B
Q4 24
$999.1M
Q3 24
$964.7M
Q2 24
$923.9M
Total Assets
CAPL
CAPL
IOT
IOT
Q4 26
$2.5B
Q4 25
$964.7M
$2.3B
Q3 25
$998.9M
$2.2B
Q2 25
$1.0B
$2.1B
Q1 25
$1.1B
$2.0B
Q4 24
$1.1B
$1.9B
Q3 24
$1.1B
$1.8B
Q2 24
$1.2B
$1.7B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CAPL
CAPL
IOT
IOT
Operating Cash FlowLast quarter
$29.4M
$69.7M
Free Cash FlowOCF − Capex
$22.4M
$61.7M
FCF MarginFCF / Revenue
2.6%
13.9%
Capex IntensityCapex / Revenue
0.8%
Cash ConversionOCF / Net Profit
2.89×
3.16×
TTM Free Cash FlowTrailing 4 quarters
$55.8M
$207.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CAPL
CAPL
IOT
IOT
Q4 26
$69.7M
Q4 25
$29.4M
$63.7M
Q3 25
$24.4M
$50.2M
Q2 25
$22.6M
$52.6M
Q1 25
$15.0M
$53.9M
Q4 24
$11.1M
$36.0M
Q3 24
$41.9M
$18.1M
Q2 24
$28.9M
$23.7M
Free Cash Flow
CAPL
CAPL
IOT
IOT
Q4 26
$61.7M
Q4 25
$22.4M
$55.8M
Q3 25
$17.7M
$44.2M
Q2 25
$10.8M
$45.7M
Q1 25
$4.9M
$48.5M
Q4 24
$3.9M
$31.2M
Q3 24
$34.2M
$13.1M
Q2 24
$23.6M
$18.6M
FCF Margin
CAPL
CAPL
IOT
IOT
Q4 26
13.9%
Q4 25
2.6%
13.4%
Q3 25
1.8%
11.3%
Q2 25
1.1%
12.5%
Q1 25
0.6%
14.0%
Q4 24
0.4%
9.7%
Q3 24
3.2%
4.4%
Q2 24
2.1%
6.6%
Capex Intensity
CAPL
CAPL
IOT
IOT
Q4 26
Q4 25
0.8%
1.9%
Q3 25
0.7%
1.5%
Q2 25
1.2%
1.9%
Q1 25
1.2%
1.5%
Q4 24
0.8%
1.5%
Q3 24
0.7%
1.7%
Q2 24
0.5%
1.8%
Cash Conversion
CAPL
CAPL
IOT
IOT
Q4 26
3.16×
Q4 25
2.89×
8.20×
Q3 25
1.79×
Q2 25
0.90×
Q1 25
Q4 24
0.66×
Q3 24
3.92×
Q2 24
2.33×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CAPL
CAPL

Retail Segment$505.3M58%
Wholesale$360.9M42%
Other$1.2M0%

IOT
IOT

Segment breakdown not available.

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