Comparing Aurora Mobile (NASDAQ:JG) & Samsara (NYSE:IOT)

Aurora Mobile (NASDAQ:JG) and Samsara (NYSE:IOT) are both technology companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, risk, valuation, analyst recommendations, earnings, institutional ownership and profitability.

Insider and Institutional Ownership

85.5% of Aurora Mobile shares are held by institutional investors. Comparatively, 96.0% of Samsara shares are held by institutional investors. 31.2% of Aurora Mobile shares are held by insiders. Comparatively, 35.1% of Samsara shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Analyst Ratings

This is a summary of current ratings and recommmendations for Aurora Mobile and Samsara, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Aurora Mobile	0	1	0	0	2.00
Samsara	0	6	15	0	2.71

Samsara has a consensus price target of $52.44, suggesting a potential upside of 35.51%. Given Samsara’s stronger consensus rating and higher possible upside, analysts plainly believe Samsara is more favorable than Aurora Mobile.

Valuation & Earnings

This table compares Aurora Mobile and Samsara”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Aurora Mobile	$53.60 million	0.72	$60,000.00	$0.18	35.94
Samsara	$1.62 billion	13.93	-$9.12 million	$0.16	241.88

Aurora Mobile has higher earnings, but lower revenue than Samsara. Aurora Mobile is trading at a lower price-to-earnings ratio than Samsara, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Aurora Mobile and Samsara’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Aurora Mobile	1.53%	6.23%	1.50%
Samsara	4.90%	4.27%	2.42%

Risk and Volatility

Aurora Mobile has a beta of 0.63, suggesting that its stock price is 37% less volatile than the S&P 500. Comparatively, Samsara has a beta of 1.35, suggesting that its stock price is 35% more volatile than the S&P 500.

Summary

Samsara beats Aurora Mobile on 11 of the 14 factors compared between the two stocks.

About Aurora Mobile

Aurora Mobile Limited, through its subsidiaries, provides a range of developer services in China. The company provides push notification, instant messaging, analytics, sharing and short message service, one-click verification, and other services. The company offers real-time market intelligence solutions, such as product iApp, which provides analysis and statistical results on the usage and trends of mobile apps to investment funds and corporations. It also provides financial risk management solutions to assist financial institutions, licensed lenders, and credit card companies in making informed lending and credit decisions; and location-based intelligence services. In addition, the company offers application programming interfaces that create connectivity and automate the process of message exchange between the mobile apps and its backend network; an interactive web-based service dashboard that allows app developers to utilize and monitor its services through controls on an ongoing basis; and value added services, such as Advertisement SAAS, a data management platform service, which provides tagged and de-identified population data package; JG Alliance, an integrated marketing campaign services to advertising customers; and AD Mediation Platform to help mobile app developers access other mainstream advertising platforms. It primarily serves mobile app developers in a range of industries, such as media, entertainment, gaming, financial services, tourism, ecommerce, education, and healthcare. Aurora Mobile Limited was founded in 2011 and is headquartered in Shenzhen, the People's Republic of China.

About Samsara

Samsara Inc. provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety that enables customers to build a safety program and protect their teams with AI-enabled video; vehicle telematics which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel efficiency management, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs; and mobile apps and workflows that improves productivity for frontline workers and enables regulatory compliance for workers to see upcoming jobs, capture electronic documents, perform maintenance inspections, maintain compliance logs, and message with back-office administration. The company also provides equipment monitoring which offers visibility and management of unpowered and powered assets, ranging from generators and compressors to heavy construction equipment and trailers to improve operating efficiency, prevent unplanned downtime, and avoid critical safety and compliance issues; and site visibility that provides remote visibility into sites to improve onsite security, safety, and incident response times. It serves transportation, wholesale and retail trade, construction, field services, logistics, utilities and energy, healthcare and education, manufacturing, food and beverage, and other industries, as well as government. Samsara Inc. was incorporated in 2015 and is headquartered in San Francisco, California.