Samsara vs project44

Side-by-side comparison of model-estimated upside.

Samsara

+41%

est. 2Y upside i

IPO

Rank

#1133

Sector

Industrial IoT / Connected Operations

Est. Liquidity

~0Y

Data Quality

Data: Medium

Samsara is a high-quality public IoT compounder at reasonable valuation. 30% growth, 76% GM, strong moat.

Last updated: March 20, 2026

project44

+26%

est. 2Y upside i

Series D+

Rank

#1786

Sector

Supply Chain Tech

Est. Liquidity

~3Y

Data Quality

Data: Medium

With a 25.5% expected upside over 2 years, the equity at project44 offers moderate potential but is heavily burdened by a $912M preference stack (82% of entry value) and high incumbent threat.

Last updated: July 3, 2026

Note: These companies have different risk levels. Samsara (Moderate Risk) and project44 (Higher Risk). A higher expected upside in a higher-risk company comes with greater uncertainty. Compare within the same risk tier for more meaningful evaluation.

Upside Comparison

Expected Upside

Samsara

+41%

project44

+26%

Disclaimer: These rankings are AI-generated estimates and do not constitute financial or career advice. Always conduct your own due diligence.