SuperworthSamsara IOT
- Market cap
- $26.3B
- PE
- 281×
- Forward PE
- 53.2×
- 5y median 110×
- Price to sales
- 14.2×
- EV/EBIT
- n/m
- a sliver of operating profit
- Revenue, 12 months
- $1.8B
- +30% on a year ago
- Net margin
- 4.9%
- Free cash flow yield
- 1.0%
Samsara trades at 281× 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+40% | $276.3M+48% | $280.7M+37% | $300.2M+37% | $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+30% | $69M+34% | $68.6M+19% | $73.4M+25% | $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+44% | $207.3M+54% | $212.1M+45% | $226.8M+41% | $246M+40% | $266M+28% | $283.7M+34% | $301M+33% | $319M+30% | $338.4M+27% | $361.1M+27% | $392.6M+30% |
| R&D | $60.8M+22% | $73.4M+35% | $73M+21% | $76.5M+20% | $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+21% | $188.2M+34% | $205.1M+26% | $208.6M+26% | $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−14% | −$123M+105% | −$66M−13% | −$58.2M−17% | −$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−22% | −$111.5M+117% | −$55.9M−17% | −$48.6M−18% | −$37.3M−18% | −$8.6M−92% | −$20.5M−63% | −$15.2M−69% | $9.1M | $27.5M | $48.9M | $17.5M |
| $142K−80% | $1.8M−14% | $376K−59% | $1M+140% | $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−22% | −$113.4M+112% | −$56.3M−17% | −$49.6M−17% | −$37.8M−17% | −$11.2M−90% | −$22.1M−61% | −$16.8M−66% | $7.8M | $22M | $44.5M | $16.2M |
| −$0.08−27% | −$0.21+110% | −$0.10−23% | −$0.09−18% | −$0.07−13% | −$0.02−91% | −$0.04−60% | −$0.03−67% | $0.01 | $0.04 | $0.08 | $0.03 | |
| 537.5M+4% | 543.3M+4% | 548.7M+4% | 553.9M+4% | 559M+4% | 563.7M+4% | 567.7M+4% | 571.7M+3% | 585.6M+5% | 579M+3% | 587.7M+4% | 590.5M+3% |
EPS, diluted: 5 periods, Q4 FY22 to Q4 FY26: quarter's net income to common over its shares, to the cent.
Diluted shares: 4 periods, Q4 FY22 to Q4 FY25: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. Q4 FY26: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY27 | $515.2M | $514.6M to $516M | $0.19 | $0.18 to $0.19 | 14 |
| Q4 FY27 | $543.1M | $542M to $544M | $0.21 | $0.21 to $0.23 | 13 |
| Q1 FY28 | $573.3M | $572.3M to $574.4M | $0.21 | $0.21 to $0.21 | 10 |
| Q2 FY28 | $603M | $602M to $604.1M | $0.23 | $0.23 to $0.23 | 5 |
| Q3 FY28 | $620.5M | $619.5M to $621.7M | $0.24 | $0.24 to $0.24 | 5 |
| Q4 FY28 | $651.7M | $650.6M to $652.9M | $0.27 | $0.27 to $0.27 | 6 |
| Q1 FY29 | $693.2M | $692M to $694.5M | $0.27 | $0.27 to $0.27 | 6 |
| Q2 FY29 | $731.9M | $730.7M to $733.3M | $0.30 | $0.30 to $0.30 | 6 |
Peers
Companies in Software - Infrastructure nearest Samsara's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| IOTSamsara | $26.3B | 281× | 334× | 53.2× | 14.2× | +30% | 4.9% |
| RBRKRubrik | $26.7B | n/m | n/a | 265× | 17.3× | +42% | −16.5% |
| CPAYCorpay | $26.8B | 24.9× | 24.5× | 13.9× | 5.3× | +20% | 22.7% |
| FFIVF5 | $25.8B | 36.3× | 25.8× | 26.2× | 7.8× | +9% | 22.0% |
| VRSNVeriSign | $27.1B | 32.6× | 30.7× | 29.1× | 15.9× | +7% | 49.8% |
| MDBMongoDB | $29.9B | n/m | n/a | 53.0× | 10.7× | +25% | 2.1% |
| PTCPTC | $21B | 18.9× | 60.4× | n/m | 7.1× | +19% | 41.4% |
| NTNXNutanix | $19.1B | 13.7× | 56.6× | n/m | 6.7× | +12% | 52.8% |
| TOSTToast | $18.9B | 41.4× | 72.3× | 21.3× | 2.8× | +23% | 7.1% |
| OKTAOkta | $37.2B | 128× | 100× | 52.2× | 12.1× | +11% | 9.6% |
| DTDynatrace | $18.5B | 128× | 104× | n/m | 8.8× | +18% | 7.2% |
| Peer median | $26.2B | 34.4× | 58.5× | 29.1× | 8.3× | +19% | 15.8% |
Investors who own it
Investors we follow who held Samsara at the end of Jun 30, 2026, from their 13F filings.
- Baillie GiffordBaillie Gifford1.7% of portfoliotrimmed
- Gavin BakerAtreides Management0.7% of portfolionew
- Ron BaronBaron Capital0.4% of portfolioadded
More on Samsara
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #7of 22Infrastructure software stocks with the fastest expected revenue growth
- #10of 17Infrastructure software stocks with the lowest PEG ratio
Its groups
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .