Samsara Inc.

Samsara Inc.

IOT·NYSE

$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

iot

Cost of Revenue

Last Annual Value

376.55M

3-Year CAGR

27%

5-Year CAGR

38%

10-Year CAGR

23%

Samsara Inc.

Samsara Inc. Competitors Analysis of Cost of Revenue

IOT · NYSE
CompanyCost of Revenue
CAGR 3Y
CAGR 5Y
CAGR 10Y
IOT logo
Samsara Inc.
NYSE:IOT
376.55M
27.3%37.9%N/A 
619.07M
19.2%22.8%31.6%
GDDY logo
GoDaddy Inc.
NYSE:GDDY
1.90B
6.5%6.8%11.2%
FIG logo
Figma, Inc.
NYSE:FIG
185.53M
60.9%N/AN/A
NTNX logo
Nutanix, Inc.
NASDAQ:NTNX
334.78M
0.3%2.8%7.0%
VRSN logo
VeriSign, Inc.
NASDAQ:VRSN
196.30M
-0.2%0.5%-0.1%
PTC logo
PTC Inc.
NASDAQ:PTC
444.98M
0.3%3.7%3.2%
TOST logo
Toast, Inc.
NYSE:TOST
4.56B
14.6%26.8%N/A
1.05B
6.3%26.5%N/A
Samsara Inc.

Samsara Inc. Fair Value Envelope

IOT · 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