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IOT vs. NTNX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IOT vs. NTNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Samsara Inc. (IOT) and Nutanix, Inc. (NTNX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IOT achieves a -5.05% return, which is significantly lower than NTNX's -4.60% return.


IOT

1D
4.34%
1M
20.26%
YTD
-5.05%
6M
-18.68%
1Y
-14.15%
3Y*
3.56%
5Y*
10Y*

NTNX

1D
0.20%
1M
8.28%
YTD
-4.60%
6M
3.64%
1Y
-31.64%
3Y*
18.19%
5Y*
7.13%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IOT vs. NTNX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IOT
Samsara Inc.
-5.05%-18.86%30.89%168.54%-55.78%12.89%
NTNX
Nutanix, Inc.
-4.60%-15.51%28.29%83.07%-18.24%0.50%

Correlation

The correlation between IOT and NTNX is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

Correlation (3Y)
Calculated over the trailing 3-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2021

0.51

The correlation between IOT and NTNX has been stable across timeframes, ranging from 0.50 to 0.56 - a consistent structural relationship.

Fundamentals

Market Cap

IOT:

$19.78B

NTNX:

$14.40B

EPS

IOT:

$0.10

NTNX:

$0.93

PE Ratio

IOT:

338.97

NTNX:

52.74

PS Ratio

IOT:

11.26

NTNX:

5.29

Total Revenue (TTM)

IOT:

$1.73B

NTNX:

$2.75B

Gross Profit (TTM)

IOT:

$1.32B

NTNX:

$2.39B

EBITDA (TTM)

IOT:

-$14.10M

NTNX:

$293.53M

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Return for Risk

IOT vs. NTNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IOT
IOT Risk / Return Rank: 3030
Overall Rank
IOT Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
IOT Sortino Ratio Rank: 3030
Sortino Ratio Rank
IOT Omega Ratio Rank: 3030
Omega Ratio Rank
IOT Calmar Ratio Rank: 3131
Calmar Ratio Rank
IOT Martin Ratio Rank: 2929
Martin Ratio Rank

NTNX
NTNX Risk / Return Rank: 1818
Overall Rank
NTNX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
NTNX Sortino Ratio Rank: 1515
Sortino Ratio Rank
NTNX Omega Ratio Rank: 1515
Omega Ratio Rank
NTNX Calmar Ratio Rank: 2222
Calmar Ratio Rank
NTNX Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IOT vs. NTNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Samsara Inc. (IOT) and Nutanix, Inc. (NTNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IOTNTNXDifference
Sharpe ratioReturn per unit of total volatility

+0.42

Sortino ratioReturn per unit of downside risk

+0.75

Omega ratioGain probability vs. loss probability

0.99

0.89

+0.10

Calmar ratioReturn relative to maximum drawdown

-0.37

-0.58

+0.20

Martin ratioReturn relative to average drawdown

-0.75

-0.96

+0.21

IOT vs. NTNX - Sharpe Ratio Comparison

The current IOT Sharpe Ratio is -0.30, which is higher than the NTNX Sharpe Ratio of -0.72. The chart below compares the historical Sharpe Ratios of IOT and NTNX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IOT vs. NTNX - Drawdown Comparison

The maximum IOT drawdown since its inception was -70.38%, smaller than the maximum NTNX drawdown of -80.40%. Use the drawdown chart below to compare losses from any high point for IOT and NTNX.


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Drawdown Indicators


IOTNTNXDifference

Max Drawdown

Largest peak-to-trough decline

-70.38%

-80.40%

+10.02%

Max Drawdown (1Y)

Largest decline over 1 year

-46.37%

-57.58%

+11.21%

Max Drawdown (3Y)

Largest decline over 3 years

-60.22%

-58.58%

-1.64%

Max Drawdown (5Y)

Largest decline over 5 years

-68.71%

Current Drawdown

Current decline from peak

-44.78%

-40.64%

-4.14%

Average Drawdown

Average peak-to-trough decline

-31.39%

-40.57%

+9.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.26%

34.53%

-11.27%

Volatility

IOT vs. NTNX - Volatility Comparison

Samsara Inc. (IOT) has a higher volatility of 19.99% compared to Nutanix, Inc. (NTNX) at 16.68%. This indicates that IOT's price experiences larger fluctuations and is considered to be riskier than NTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IOTNTNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.99%

16.68%

+3.31%

Volatility (6M)

Calculated over the trailing 6-month period

44.50%

35.92%

+8.58%

Volatility (1Y)

Calculated over the trailing 1-year period

57.78%

46.13%

+11.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

65.87%

49.73%

+16.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

65.87%

58.51%

+7.36%

Dividends

IOT vs. NTNX - Dividend Comparison

Neither IOT nor NTNX has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

IOT vs. NTNX - Financials Comparison

This section allows you to compare key financial metrics between Samsara Inc. and Nutanix, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


100.00M200.00M300.00M400.00M500.00M600.00M700.00M20222023202420252026
478.84M
703.07M
(IOT) Total Revenue
(NTNX) Total Revenue
Values in USD except per share items

IOT vs. NTNX - Profitability Comparison

The chart below illustrates the profitability comparison between Samsara Inc. and Nutanix, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

70.0%75.0%80.0%85.0%20222023202420252026
75.4%
86.9%
Portfolio components
IOT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Samsara Inc. reported a gross profit of 361.14M and revenue of 478.84M. Therefore, the gross margin over that period was 75.4%.

NTNX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nutanix, Inc. reported a gross profit of 610.68M and revenue of 703.07M. Therefore, the gross margin over that period was 86.9%.

IOT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Samsara Inc. reported an operating income of 7.20M and revenue of 478.84M, resulting in an operating margin of 1.5%.

NTNX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nutanix, Inc. reported an operating income of 68.56M and revenue of 703.07M, resulting in an operating margin of 9.8%.

IOT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Samsara Inc. reported a net income of 44.51M and revenue of 478.84M, resulting in a net margin of 9.3%.

NTNX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nutanix, Inc. reported a net income of 72.09M and revenue of 703.07M, resulting in a net margin of 10.3%.


Frequently Asked Questions


IOT and NTNX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IOT has higher volatility (19.99%) compared to NTNX (16.68%). In terms of maximum drawdown, IOT dropped -70.38% vs NTNX's -80.40%.

IOT currently has the higher Sharpe Ratio (-0.30 vs -0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for IOT and NTNX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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