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

Samsara Inc. is the larger business by last-quarter revenue ($444.3M vs $287.8M, roughly 1.5× QUINSTREET, INC). QUINSTREET, INC runs the higher net margin — 17.4% vs 5.0%, a 12.5% gap on every dollar of revenue. On growth, Samsara Inc. posted the faster year-over-year revenue change (28.3% vs 1.9%). Samsara Inc. produced more free cash flow last quarter ($61.7M vs $20.7M). Over the past eight quarters, QUINSTREET, INC's revenue compounded faster (53.2% CAGR vs 25.8%).

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.

QuinStreet, Inc. is a publicly traded online marketing company based in Foster City, California. The company helps generate web traffic for clients by acquiring popular domain names.

IOT vs QNST — Head-to-Head

Bigger by revenue
IOT
IOT
1.5× larger
IOT
$444.3M
$287.8M
QNST
Growing faster (revenue YoY)
IOT
IOT
+26.4% gap
IOT
28.3%
1.9%
QNST
Higher net margin
QNST
QNST
12.5% more per $
QNST
17.4%
5.0%
IOT
More free cash flow
IOT
IOT
$41.0M more FCF
IOT
$61.7M
$20.7M
QNST
Faster 2-yr revenue CAGR
QNST
QNST
Annualised
QNST
53.2%
25.8%
IOT

Income Statement — Q4 FY2027 vs Q2 FY2026

Metric
IOT
IOT
QNST
QNST
Revenue
$444.3M
$287.8M
Net Profit
$22.0M
$50.2M
Gross Margin
76.2%
9.6%
Operating Margin
25.9%
0.4%
Net Margin
5.0%
17.4%
Revenue YoY
28.3%
1.9%
Net Profit YoY
341.7%
3342.5%
EPS (diluted)
$0.04
$0.87

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
IOT
IOT
QNST
QNST
Q4 26
$444.3M
Q4 25
$416.0M
$287.8M
Q3 25
$391.5M
$285.9M
Q2 25
$366.9M
Q1 25
$346.3M
$269.8M
Q4 24
$322.0M
$282.6M
Q3 24
$300.2M
$279.2M
Q2 24
$280.7M
$198.3M
Net Profit
IOT
IOT
QNST
QNST
Q4 26
$22.0M
Q4 25
$7.8M
$50.2M
Q3 25
$-16.8M
$4.5M
Q2 25
$-22.1M
Q1 25
$-11.2M
$4.4M
Q4 24
$-37.8M
$-1.5M
Q3 24
$-49.6M
$-1.4M
Q2 24
$-56.3M
$-2.2M
Gross Margin
IOT
IOT
QNST
QNST
Q4 26
76.2%
Q4 25
76.7%
9.6%
Q3 25
76.9%
9.4%
Q2 25
77.3%
Q1 25
76.8%
10.3%
Q4 24
76.4%
9.5%
Q3 24
75.6%
10.2%
Q2 24
75.6%
8.8%
Operating Margin
IOT
IOT
QNST
QNST
Q4 26
25.9%
Q4 25
-0.4%
0.4%
Q3 25
-6.8%
1.7%
Q2 25
-9.1%
Q1 25
-5.3%
1.8%
Q4 24
-14.7%
-0.5%
Q3 24
-19.4%
-0.4%
Q2 24
-23.5%
-0.7%
Net Margin
IOT
IOT
QNST
QNST
Q4 26
5.0%
Q4 25
1.9%
17.4%
Q3 25
-4.3%
1.6%
Q2 25
-6.0%
Q1 25
-3.2%
1.6%
Q4 24
-11.7%
-0.5%
Q3 24
-16.5%
-0.5%
Q2 24
-20.1%
-1.1%
EPS (diluted)
IOT
IOT
QNST
QNST
Q4 26
$0.04
Q4 25
$0.01
$0.87
Q3 25
$-0.03
$0.08
Q2 25
$-0.04
Q1 25
$-0.02
$0.08
Q4 24
$-0.07
$-0.03
Q3 24
$-0.09
$-0.02
Q2 24
$-0.10
$-0.04

Balance Sheet & Financial Strength

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

Metric
IOT
IOT
QNST
QNST
Cash + ST InvestmentsLiquidity on hand
$833.8M
$107.0M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.4B
$294.4M
Total Assets
$2.5B
$493.0M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IOT
IOT
QNST
QNST
Q4 26
$833.8M
Q4 25
$275.1M
$107.0M
Q3 25
$258.5M
$101.3M
Q2 25
$259.0M
Q1 25
$227.6M
$81.8M
Q4 24
$160.3M
$57.8M
Q3 24
$159.3M
$25.0M
Q2 24
$162.5M
$50.5M
Stockholders' Equity
IOT
IOT
QNST
QNST
Q4 26
$1.4B
Q4 25
$1.3B
$294.4M
Q3 25
$1.2B
$246.7M
Q2 25
$1.1B
Q1 25
$1.1B
$235.5M
Q4 24
$999.1M
$224.3M
Q3 24
$964.7M
$219.8M
Q2 24
$923.9M
$216.8M
Total Assets
IOT
IOT
QNST
QNST
Q4 26
$2.5B
Q4 25
$2.3B
$493.0M
Q3 25
$2.2B
$442.6M
Q2 25
$2.1B
Q1 25
$2.0B
$417.2M
Q4 24
$1.9B
$409.6M
Q3 24
$1.8B
$401.2M
Q2 24
$1.7B
$368.5M

Cash Flow & Capital Efficiency

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

Metric
IOT
IOT
QNST
QNST
Operating Cash FlowLast quarter
$69.7M
$21.6M
Free Cash FlowOCF − Capex
$61.7M
$20.7M
FCF MarginFCF / Revenue
13.9%
7.2%
Capex IntensityCapex / Revenue
0.3%
Cash ConversionOCF / Net Profit
3.16×
0.43×
TTM Free Cash FlowTrailing 4 quarters
$207.4M
$106.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IOT
IOT
QNST
QNST
Q4 26
$69.7M
Q4 25
$63.7M
$21.6M
Q3 25
$50.2M
$19.6M
Q2 25
$52.6M
Q1 25
$53.9M
$30.1M
Q4 24
$36.0M
$38.7M
Q3 24
$18.1M
$-13.7M
Q2 24
$23.7M
$16.6M
Free Cash Flow
IOT
IOT
QNST
QNST
Q4 26
$61.7M
Q4 25
$55.8M
$20.7M
Q3 25
$44.2M
$18.4M
Q2 25
$45.7M
Q1 25
$48.5M
$29.5M
Q4 24
$31.2M
$38.2M
Q3 24
$13.1M
$-14.1M
Q2 24
$18.6M
$15.4M
FCF Margin
IOT
IOT
QNST
QNST
Q4 26
13.9%
Q4 25
13.4%
7.2%
Q3 25
11.3%
6.4%
Q2 25
12.5%
Q1 25
14.0%
10.9%
Q4 24
9.7%
13.5%
Q3 24
4.4%
-5.1%
Q2 24
6.6%
7.8%
Capex Intensity
IOT
IOT
QNST
QNST
Q4 26
Q4 25
1.9%
0.3%
Q3 25
1.5%
0.4%
Q2 25
1.9%
Q1 25
1.5%
0.2%
Q4 24
1.5%
0.2%
Q3 24
1.7%
0.2%
Q2 24
1.8%
0.6%
Cash Conversion
IOT
IOT
QNST
QNST
Q4 26
3.16×
Q4 25
8.20×
0.43×
Q3 25
4.32×
Q2 25
Q1 25
6.82×
Q4 24
Q3 24
Q2 24

Financial Flow Comparison

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

Revenue Breakdown by Segment

IOT
IOT

Segment breakdown not available.

QNST
QNST

Financial Service$216.8M75%
Home Services And Other Revenue$71.0M25%

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