Samsara Inc.

Services-Computer Integrated Systems Design

IOTStrained6 of 10 basics passed

$41.55

+0.80%

Market cap $24.3B

$41.55

+0.80%

Market cap $24.3B

Samsara Inc provides an end-to-end solution for operations.

It is a $24.3B technology company. Revenue grew 29.5% over the last year, and it keeps 5¢ of every dollar of sales as profit. It trades at 268.7× earnings — around the middle of its own history.

Website: samsara.com
Location: San Francisco, CA
Employees: 4 100
Sector: Technology
Founded: 2015

Share price · 3 years

$25.04 → $41.55+65.9%

price only — dividends excluded

Key facts · TTM

Revenue: total sales; $1.85B
Profit: keeps 5¢ of every $1 sold; $90.6M
Free cash flow: cash left after running the business; $255M
P/E: years of profit in the price; 268.7
EPS: earnings per share, TTM; $0.16
Shares: up 13% since 2022 — dilution; 573.5M
Volatility: beta vs the market — under 1 swings less; 1.34

Revenue, last 5 years

52-week range

Low $24.25$41.55High $45.22

Today's price is 82% of the way from the year's low to its high.

P/E vs its history5mo

268.7×median 301.1×

Higher than 39% of past days — around the middle of its own history.

Valuation vs own history

P/E

268.7×

61%

P/S

13.2×

80%

EV/EBITDA

1217.1×

12%

P/B

15.2×

50%

FCF yield

1.0%

73%

Share of the last ~5 years that was pricier than today (in line with its own history). Based on the daily valuation record.

Insider activity · 90 days

-$6.34Mnet selling

Purchases$0

Sales$6.34M

Insiders trading, last 14d0 buy · 3 sell

Standing in Technology

Size$24.3Btop 54%
Revenue growth+35%top 8%
Net margin5%top 75%
Return on equity6%top 76%
P/E268.7×top 94%

Ranked against 220 Technology companies with a full CV — for P/E, lower ranks higher.

Skills

Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.

Valuation, Profitability, Health and Moat lag behind.

Valuation30

P/E vs own history39th pct · 20/25
FCF yield1.1% · 5/25
P/S13.2x · 5/25
EV/EBITDA488.5x · 0/25

Growth50

Revenue CAGR39.4% · 25/25
Net income CAGRn/a · 0/25
EPS CAGR ~5Yn/a · 0/25
Fwd implied growth400.0% · 25/25

Profitability16

ROIC-0.8% · 0/25
ROE6.2% · 5/25
Net margin4.9% · 6/25
Operating margin1.1% · 5/25

Health18

Altman Zn/a · 0/25
Current ratio1.62 · 18/25
Interest coverage-176924.0x · 0/25
Net cash / debtn/a · 0/25

Quality71

Piotroski F6/9 · 15/25
Beneish M-2.67 · 25/25
FCF conversion282% · 25/25
Margin stabilityσ 20.1% · 6/25

Moat30

ROIC >12% years0/5 yrs · 0/25
Median gross margin73.6% · 25/25
FCF-positive years2/5 yrs · 5/25
Worst-year net marginworst -82.9% · 0/25

How the scores work →

Experience

The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.

FY2025Financial
Revenue crossed $1B
$1.25B for the year
2021IPO
Samsara held an initial public offering on the New York Stock Exchange under the ticker symbol "IOT"
2015Founded
Samsara was founded in 2015 by Sanjit Biswas and John Bicket, who had previously co-founded and sold Meraki to Cisco…

Achievements

Verifiable track record, straight from the reported numbers.

$10 000 invested in 2021 would be worth ~$16 822 today — price return only

$1.6B revenue in FY2026

Revenue up 29.5% year over year

4 100 employees

Strengths & watch-outs

What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.

Strengths

High gross margin (76.4%)
Revenue growing 29.5% year over year

Watch-outs

Thin interest coverage (-176924.0×)
Loss-making in 5 of the recent years

Qualifications

The basics a company should meet before you research it further. Each check uses the reported numbers.

6 of 10 checks passed

Revenue growing — the company sells more than a year ago+29.5% YoY
Profitable — makes more than it spends$90.6M TTM
Profit growing — earnings are higher than last year+94.1% YoY
Generates cash — cash left after running and investing$255M TTM
Debt under control — could handle its obligationscurrent ratio 1.62
Established company — not a micro-cap — lower blow-up risk$24.3B market cap
Not printing shares — share count not ballooning — you keep your slice+13.5% shares over ~5y
Proven track record — years of profitability behind it0/5 profitable years
Financially stable — balance sheet not near distresshealth score 18/100
Pays a dividend — returns cash to shareholdersno data
Valuation not extreme — price not wildly above earningsP/E 268.7

Peer comparisonSamsara Inc. vs 6 largest technology peers — cap, P/E, growth and margin side by sideOpen ▾

Company	Market cap	P/E	Revenue growth	Net margin	Profile
IOT this company	$24.3B	268.7	+29.5%	4.9%	Strained
NVDA Nvidia Corp	$5.5T	28.6	+83.4%	63.7%	Mixed
AAPL Apple Inc.	$4.9T	38.1	+14.2%	27.6%	Strong
GOOGL Alphabet Inc.	$4.3T	17.6	+20.1%	54.8%	Mixed
MSFT Microsoft Corp	$4.0T	29.7	+17.8%	40.3%	Strong
SPCX Space Exploration Technologies Corp.	$2.1T	—	+33.2%	-34.0%	Strained
META Meta Platforms, Inc.	$1.8T	26.9	+27.7%	29.8%	Mixed

Head-to-head: IOT vs NVDA · IOT vs AAPL · IOT vs GOOGL

References

What covering analysts publish about the company — information only, not a recommendation.

Strong buy 6Buy 15Hold 7

Appendix · Financial records

The full statements behind this CV, FY2022–FY2026. For readers who want to check the numbers.

Profit & lossRevenue $1.85B · net income $90.6M (TTM)Open ▾

Profit & loss

Revenue and profit over the company's career — the income statement, visualised.

How FY2026 revenue flows to profit

RevenueNet income

Revenue (TTM)

$1.85B

YoY 29.5%

Net income (TTM)

$90.6M

Margin 4.9%

Gross margin

76.4%

Operating margin

1.1%

P/E ratio

268.7

Income statement — full detail

Figures in USD billions · EPS in USD

	2022	2023	2024	2025	2026
Revenue	0.4	0.7	0.9	1.2	1.6
Gross profit	0.3	0.5	0.7	1.0	1.2
Operating income (EBIT)	-0.4	-0.3	-0.3	-0.2	-0.1
Net income	-0.4	-0.2	-0.3	-0.2	-0.0
EPS (diluted)	-0.70	-0.48	-0.54	-0.28	-0.02

Cash flowFree cash flow $255M · operating cash flow $288M (TTM)Open ▾

Cash flow statement

Cash generated by the business and what is left after investment — year by year.

Operating cash flowFree cash flow

Free cash flow (TTM)

$255M

Margin 13.8%

Operating cash flow (TTM)

$288M

FCF margin

13.8%

Cash flow statement — full detail

Figures in USD billions

	2022	2023	2024	2025	2026
Operating cash flow	-0.2	-0.1	-0.0	0.1	0.2
Capital expenditure	-0.0	-0.0	-0.0	-0.0	-0.0
Free cash flow	-0.2	-0.1	-0.0	0.1	0.2
FCF margin	-44.6%	-20.9%	-2.4%	8.9%	12.8%

Balance sheetAssets $2.54B · debt n/a (FY2026)Open ▾

Balance sheet

How the balance sheet is built — what it owns versus how it is financed.

How $2.54B of assets is financed

44%

56%

Liabilities $1.12B — borrowed moneyEquity $1.42B — owners' stake

Debt repayment

0.0 yrs

Years of free cash flow to clear net debt

Interest coverage

-176924.0x

EBIT ÷ interest expense

ROE

6.2%

Profit per $1 of equity

Balance sheet — full detail

Figures in USD billions

	2022	2023	2024	2025	2026
Cash & equivalents	0.9	0.2	0.1	0.2	0.3
Total assets	1.6	1.6	1.7	2.0	2.5
Total liabilities	0.6	0.7	0.8	1.0	1.1
Total debt	0.1	—	—	—	—
Equity	1.0	0.9	0.9	1.1	1.4
Net debt	-0.8	—	—	—	—

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Figures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $41.55 · market cap $24.3B.