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Side-by-side financial comparison of Clearway Energy, Inc. (CWEN) and Samsara Inc. (IOT). Click either name above to swap in a different company.

Samsara Inc. is the larger business by last-quarter revenue ($444.3M vs $354.0M, roughly 1.3× Clearway Energy, Inc.). Samsara Inc. runs the higher net margin — 5.0% vs -19.2%, a 24.2% gap on every dollar of revenue. On growth, Samsara Inc. posted the faster year-over-year revenue change (28.3% vs 18.8%). Over the past eight quarters, Samsara Inc.'s revenue compounded faster (25.8% CAGR vs -1.7%).

NRG Energy, Inc. is an American energy company, headquartered in Houston, Texas. It was formerly the wholesale arm of Northern States Power Company (NSP), which became Xcel Energy, but became independent in 2000. NRG Energy is involved in energy generation and retail electricity. Their portfolio includes natural gas generation, coal generation, oil generation, nuclear generation, wind generation, utility-scale generation, and distributed solar generation. NRG serves over 7 million retail cust...

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.

CWEN vs IOT — Head-to-Head

Bigger by revenue
IOT
IOT
1.3× larger
IOT
$444.3M
$354.0M
CWEN
Growing faster (revenue YoY)
IOT
IOT
+9.5% gap
IOT
28.3%
18.8%
CWEN
Higher net margin
IOT
IOT
24.2% more per $
IOT
5.0%
-19.2%
CWEN
Faster 2-yr revenue CAGR
IOT
IOT
Annualised
IOT
25.8%
-1.7%
CWEN

Income Statement — Q1 FY2026 vs Q4 FY2027

Metric
CWEN
CWEN
IOT
IOT
Revenue
$354.0M
$444.3M
Net Profit
$-68.0M
$22.0M
Gross Margin
76.2%
Operating Margin
5.6%
25.9%
Net Margin
-19.2%
5.0%
Revenue YoY
18.8%
28.3%
Net Profit YoY
34.6%
341.7%
EPS (diluted)
$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
CWEN
CWEN
IOT
IOT
Q4 26
$444.3M
Q1 26
$354.0M
Q4 25
$310.0M
$416.0M
Q3 25
$429.0M
$391.5M
Q2 25
$392.0M
$366.9M
Q1 25
$298.0M
$346.3M
Q4 24
$256.0M
$322.0M
Q3 24
$486.0M
$300.2M
Net Profit
CWEN
CWEN
IOT
IOT
Q4 26
$22.0M
Q1 26
$-68.0M
Q4 25
$-104.0M
$7.8M
Q3 25
$236.0M
$-16.8M
Q2 25
$33.0M
$-22.1M
Q1 25
$4.0M
$-11.2M
Q4 24
$3.0M
$-37.8M
Q3 24
$36.0M
$-49.6M
Gross Margin
CWEN
CWEN
IOT
IOT
Q4 26
76.2%
Q1 26
Q4 25
51.9%
76.7%
Q3 25
70.2%
76.9%
Q2 25
66.6%
77.3%
Q1 25
59.1%
76.8%
Q4 24
52.0%
76.4%
Q3 24
72.2%
75.6%
Operating Margin
CWEN
CWEN
IOT
IOT
Q4 26
25.9%
Q1 26
5.6%
Q4 25
-11.9%
-0.4%
Q3 25
26.1%
-6.8%
Q2 25
21.7%
-9.1%
Q1 25
-5.3%
Q4 24
-14.5%
-14.7%
Q3 24
36.6%
-19.4%
Net Margin
CWEN
CWEN
IOT
IOT
Q4 26
5.0%
Q1 26
-19.2%
Q4 25
-33.5%
1.9%
Q3 25
55.0%
-4.3%
Q2 25
8.4%
-6.0%
Q1 25
1.3%
-3.2%
Q4 24
1.2%
-11.7%
Q3 24
7.4%
-16.5%
EPS (diluted)
CWEN
CWEN
IOT
IOT
Q4 26
$0.04
Q1 26
Q4 25
$0.01
Q3 25
$-0.03
Q2 25
$-0.04
Q1 25
$-0.02
Q4 24
$-0.07
Q3 24
$-0.09

Balance Sheet & Financial Strength

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

Metric
CWEN
CWEN
IOT
IOT
Cash + ST InvestmentsLiquidity on hand
$325.0M
$833.8M
Total DebtLower is stronger
$9.1B
Stockholders' EquityBook value
$5.5B
$1.4B
Total Assets
$16.9B
$2.5B
Debt / EquityLower = less leverage
1.66×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CWEN
CWEN
IOT
IOT
Q4 26
$833.8M
Q1 26
$325.0M
Q4 25
$231.0M
$275.1M
Q3 25
$251.0M
$258.5M
Q2 25
$260.0M
$259.0M
Q1 25
$297.0M
$227.6M
Q4 24
$332.0M
$160.3M
Q3 24
$292.0M
$159.3M
Total Debt
CWEN
CWEN
IOT
IOT
Q4 26
Q1 26
$9.1B
Q4 25
$7.9B
Q3 25
$8.1B
Q2 25
$8.3B
Q1 25
$7.2B
Q4 24
$6.8B
Q3 24
$6.7B
Stockholders' Equity
CWEN
CWEN
IOT
IOT
Q4 26
$1.4B
Q1 26
$5.5B
Q4 25
$5.8B
$1.3B
Q3 25
$5.7B
$1.2B
Q2 25
$5.5B
$1.1B
Q1 25
$5.4B
$1.1B
Q4 24
$5.6B
$999.1M
Q3 24
$5.6B
$964.7M
Total Assets
CWEN
CWEN
IOT
IOT
Q4 26
$2.5B
Q1 26
$16.9B
Q4 25
$16.7B
$2.3B
Q3 25
$16.1B
$2.2B
Q2 25
$16.0B
$2.1B
Q1 25
$14.6B
$2.0B
Q4 24
$14.3B
$1.9B
Q3 24
$14.2B
$1.8B
Debt / Equity
CWEN
CWEN
IOT
IOT
Q4 26
Q1 26
1.66×
Q4 25
1.36×
Q3 25
1.41×
Q2 25
1.49×
Q1 25
1.33×
Q4 24
1.21×
Q3 24
1.20×

Cash Flow & Capital Efficiency

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

Metric
CWEN
CWEN
IOT
IOT
Operating Cash FlowLast quarter
$401.0M
$69.7M
Free Cash FlowOCF − Capex
$61.7M
FCF MarginFCF / Revenue
13.9%
Capex IntensityCapex / Revenue
21.2%
Cash ConversionOCF / Net Profit
3.16×
TTM Free Cash FlowTrailing 4 quarters
$207.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CWEN
CWEN
IOT
IOT
Q4 26
$69.7M
Q1 26
$401.0M
Q4 25
$177.0M
$63.7M
Q3 25
$225.0M
$50.2M
Q2 25
$191.0M
$52.6M
Q1 25
$95.0M
$53.9M
Q4 24
$192.0M
$36.0M
Q3 24
$301.0M
$18.1M
Free Cash Flow
CWEN
CWEN
IOT
IOT
Q4 26
$61.7M
Q1 26
Q4 25
$71.0M
$55.8M
Q3 25
$144.0M
$44.2M
Q2 25
$115.0M
$45.7M
Q1 25
$39.0M
$48.5M
Q4 24
$142.0M
$31.2M
Q3 24
$266.0M
$13.1M
FCF Margin
CWEN
CWEN
IOT
IOT
Q4 26
13.9%
Q1 26
Q4 25
22.9%
13.4%
Q3 25
33.6%
11.3%
Q2 25
29.3%
12.5%
Q1 25
13.1%
14.0%
Q4 24
55.5%
9.7%
Q3 24
54.7%
4.4%
Capex Intensity
CWEN
CWEN
IOT
IOT
Q4 26
Q1 26
21.2%
Q4 25
34.2%
1.9%
Q3 25
18.9%
1.5%
Q2 25
19.4%
1.9%
Q1 25
18.8%
1.5%
Q4 24
19.5%
1.5%
Q3 24
7.2%
1.7%
Cash Conversion
CWEN
CWEN
IOT
IOT
Q4 26
3.16×
Q1 26
Q4 25
8.20×
Q3 25
0.95×
Q2 25
5.79×
Q1 25
23.75×
Q4 24
64.00×
Q3 24
8.36×

Financial Flow Comparison

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

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