Samsara Inc.

Samsara Inc.

IOTยทNYSE

$36.34

-2.7%
TechnologySoftware - Infrastructure

Samsara Inc. provides solutions that connect 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; and applications for video-based safety, vehicle telematics, apps and driver workflows, equipment monitoring, and site visibility. It serves customers across a range of industries, including transportation and logistics, construction, field services, utilities and energy, government, healthcare and education, manufacturing, wholesale and retail trade, and food and beverage. The company was incorporated in 2015 and is based in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$20.84B
EPS-0.0159
P/E Ratio-2285.53
Earnings Date06/04/2026
Samsara Inc.

Samsara Inc. Fair Value Envelope

IOT ยท NYSE

Our analysis suggests that IOT has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $36.34, this represents a potential HIDDEN relative to our calculated worth for Samsara Inc..

Intrinsic Value
Current Price: $36.34

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

$
%
$
%
$
$

Projection Settings

Forecast period and terminal assumptions

%
%

DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$1,029.2B
+ Cash & Equivalents$318.8M
Firm Value$1,029.5B
- Debt$72.8M
Equity Value$1,029.5B
/ Shares Outstanding565,451,846B
DCF Value$1.8K
UNDERVALUED BY 4910%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$439.5M
$817.9M
$1.5B
$2.8B
$5.3B
$9.8B
$18.2B
$34.0B
$63.2B
$117.6B
Maintenance CapEx
-$10.7M
-$19.9M
-$37.1M
-$69.0M
-$128.3M
-$238.8M
-$444.4M
-$826.9M
-$1.5B
-$2.9B
Owner Earnings
$428.8M
$798.0M
$1.5B
$2.8B
$5.1B
$9.6B
$17.8B
$33.1B
$61.6B
$114.7B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$397.1M
$684.1M
$1.2B
$2.0B
$3.5B
$6.0B
$10.4B
$17.9B
$30.8B
$53.1B
Terminal Value represents 87.8% of Enterprise Value