SuperworthSamsara Inc. IOT
Software - Infrastructure, Technology
$40.51
−2.95%
- Market cap
- $23.7B
- PE
- 257×
- Forward PE
- Price to sales
- 12.8×
- EV/EBIT
- 1186×
- Revenue, 12 months
- $1.8B
- +30% on a year ago
- Net margin
- 4.9%
- Free cash flow yield
- 1.1%
Samsara trades at 257× trailing earnings. Revenue was $1.8B over the last twelve months, up 30% on a year earlier with a 5% net margin.
Charts
Financials
| Income statement | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $237.5M | $276.3M | $280.7M | $300.2M | $322M+36% | $346.3M+25% | $366.9M+31% | $391.5M+30% | $416M+29% | $444.3M+28% | $478.8M+31% | $508.4M+30% | |
| Cost of revenue | $61.6M | $69M | $68.6M | $73.4M | $76M+24% | $80.3M+16% | $83.2M+21% | $90.5M+23% | $97M+28% | $105.9M+32% | $117.7M+42% | $115.9M+28% |
| Gross profit | $175.9M | $207.3M | $212.1M | $226.8M | $246M+40% | $266M+28% | $283.7M+34% | $301M+33% | $319M+30% | $338.4M+27% | $361.1M+27% | $392.6M+30% |
| R&D | $60.8M | $73.4M | $73M | $76.5M | $77M+27% | $73.3M−0% | $83.2M+14% | $85.6M+12% | $86.2M+12% | $89.5M+22% | $97.6M+17% | $102.6M+20% |
| SG&A | $165.1M | $188.2M | $205.1M | $208.6M | $212.7M+29% | $209.9M+12% | $233.7M+14% | $242M+16% | $234.5M+10% | $239.8M+14% | $256.4M+10% | $285.1M+18% |
| −$54.8M | −$123M | −$66M | −$58.2M | −$47.4M−14% | −$18.4M−85% | −$33.3M−50% | −$26.6M−54% | −$1.7M−96% | $9M | $7.2M | $4.9M | |
| Pre-tax income | −$45.4M | −$111.5M | −$55.9M | −$48.6M | −$37.3M−18% | −$8.6M−92% | −$20.5M−63% | −$15.2M−69% | $9.1M | $27.5M | $48.9M | $17.5M |
| $142K | $1.8M | $376K | $1M | $493K+247% | $2.6M+40% | $1.6M+323% | $1.6M+54% | $1.3M+170% | $5.5M+113% | $4.4M+178% | $1.3M−20% | |
| Net income | −$45.5M | −$113.4M | −$56.3M | −$49.6M | −$37.8M−17% | −$11.2M−90% | −$22.1M−61% | −$16.8M−66% | $7.8M | $22M | $44.5M | $16.2M |
| −$0.08 | −$0.21 | −$0.10 | −$0.09 | −$0.07−13% | −$0.02−91% | −$0.04−60% | −$0.03−67% | $0.01 | $0.04 | $0.08 | $0.03 | |
| 537.5M | 543.3M | 548.7M | 553.9M | 559M+4% | 563.7M+4% | 567.7M+4% | 571.7M+3% | 585.6M+5% | 587.6M+4% | 587.7M+4% | 590.5M+3% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Infrastructure within ten times Samsara's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| IOTSamsara Inc. | $23.7B | 257× | 354× | 12.8× | +30% | 4.9% | |
| CPAYCorpay, Inc. | $26.4B | 24.5× | 24.6× | 5.3× | +20% | 22.7% | |
| FFIVF5, Inc. | $26.4B | 37.2× | 25.7× | 8.0× | +9% | 22.0% | |
| VRSNVeriSign, Inc. | $26.6B | 31.9× | 30.7× | 15.6× | +7% | 49.8% | |
| TOSTToast, Inc. | $17.7B | 39.2× | 75.3× | 2.6× | +23% | 7.1% | |
| AKAMAkamai Technologies, Inc. | $15B | 37.6× | 31.5× | 3.5× | +6% | 9.5% | |
| OKTAOkta, Inc. | $38.1B | 131× | 104× | 12.4× | +11% | 9.6% | |
| TWLOTwilio Inc. | $41.9B | 38.0× | 327× | 7.5× | +18% | 20.6% | |
| XYZBlock, Inc. | $45.7B | 136× | 57.2× | 1.8× | +5% | 1.4% | |
| GDDYGoDaddy Inc. | $12.3B | 14.4× | 36.7× | 2.4× | +7% | 17.8% | |
| PATHUiPath Inc. | $6.8B | 19.5× | 26.1× | 4.0× | +15% | 21.0% | |
| Peer median | $26.4B | 37.4× | 34.1× | 4.6× | +10% | 19.2% |
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .