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US Internet-of-Things company selling connected sensors and software that track vehicles, equipment and safety for fleets and industrial operations.
US Internet-of-Things company selling connected sensors and software that track vehicles, equipment and safety for fleets and industrial operations.
Sells multi-year subscriptions that bundle the hardware, such as cameras, vehicle gateways and sensors, with its cloud software, so revenue is recurring; customers usually start with a few vehicles and then expand across their fleet.
Moat: narrow (switching costs, installed base, data). Hardware sensors installed across a customer's fleet, paired with a data platform, create real switching costs.
Headquarters: San Francisco, California, US · Founded: 2015 · Employees: 4,100
Size Samsara (IOT) is a United States Information Technology company (Packaged Software) with a market value of $24.0B, the 438th largest of 3,117 United States companies the cockpit tracks. Shares closed at $40.98 on 6 Nov 2026.
Performance Over six months the shares gained 37.8%, against +2.3% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 19 in its peer set.
Growth Revenue grew 29.5% over the last twelve months (peer median +21.2%); the operating margin is 1.1% (peer median 10.2%).
Valuation It trades at 48.5× forward earnings against a peer median of 28.1× (3rd most expensive of 17).
Capital Return on invested capital runs 9.7 points below its cost of capital (11.5% WACC).
Backlog Backlog (remaining performance obligations) was $4.29B at 1 Aug 2026, up 35% on a year earlier — 2.3 years of trailing revenue. Backlog detail →
Short interest Short interest is 8.6% of the free float (15 Oct 2026).
Next results Next results expected around 3 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.85B | $1.62B | $1.25B | $937M | $653M |
| Revenue growth | — | +30% | +33% | +44% | — |
| Gross profit | $1.41B | $1.24B | $951M | $690M | $470M |
| EBITDA | $202M | $111M | -$47.6M | -$138M | -$182M |
| Net income | $90.6M | -$9.12M | -$155M | -$287M | -$247M |
| Free cash flow | $255M | $207M | $111M | -$22.8M | -$136M |
| Capital expenditure | $32.9M | $28.8M | $20.2M | $11.0M | $33.2M |
| Total debt | $69.5M | $72.8M | $80.3M | $99.5M | $123M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Samsara IOT | $24.0B | +38% | +30% | 1% | 48.5× | n/a |
| Verizon VZ | $189B | -3% | +1% | 24% | 8.8× | -7.2% |
| Trimble TRMB | $12.6B | -11% | +7% | 18% | 13.6× | 15.3% |
| PowerFleet AIOT | $361M | -4% | +15% | 7% | 87.7× | 15.3% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | IOT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.6% | -6.9% | 9th highest of 21 |
| 6-month return | +37.8% | +2.3% | 4th highest of 19 |
| Distance from 52-week high | -13.7% | -34.2% | 7th highest of 21 |
| Revenue growth (TTM) | +29.5% | +21.2% | 7th highest of 21 |
| Operating margin | 1.1% | 10.2% | 8th lowest of 21 |
| Forward P/E | 48.5× | 28.1× | 3rd most expensive of 17 |
| ROIC minus cost of capital | -9.7 pp | -4.5 pp | 8th lowest of 19 |
| Net debt / EBITDA | -3.8× | -0.8× | 5th least indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Samsara IOT | United States | $24.0B | +38% | +30% | 1% | 48.5× | n/a | n/a |
| Hithink RoyalFlush Information Network 300033.SZ | China | $22.9B | -14% | +48% | 56% | 32.7× | 37.1% | +16.3% |
| MongoDB MDB | United States | $25.2B | +4% | +25% | -1% | 44.7× | 27.9% | +33.1% |
| Unity Software U | United States | $22.7B | +83% | +14% | -14% | 49.4× | 33.5% | +19.1% |
| CoreWeave CRWV | United States | $25.6B | -59% | +115% | -3% | n/a | n/a | n/a |
| Zoom Communications ZM | United States | $26.2B | -18% | +5% | 24% | 14.7× | 5.8% | +12.9% |
| Z.AI Co., Ltd. -H- Reg S 2513.HK | Hong Kong | $26.5B | -56% | +132% | -272% | n/a | n/a | n/a |
| PTC PTC | United States | $21.2B | +33% | +20% | 40% | 21.8× | 10.3% | +8.6% |
| Amadeus IT AMS.MC | Spain | $27.4B | +18% | +4% | 27% | 17.8× | 4.3% | +24.6% |
| Bending Spoons BSP | United States | $27.9B | n/a | +95% | 21% | 25.6× | 45.5% | +94.7% |
| Toast TOST | United States | $20.1B | +38% | +22% | 7% | 20.9× | 28.6% | +49.5% |
| Cerebras Systems CBRS | United States | $20.1B | n/a | +91% | -81% | n/a | n/a | n/a |
| Okta OKTA | United States | $29.5B | +101% | +11% | 8% | 41.3× | 39.2% | +28.4% |
| Twilio TWLO | United States | $31.3B | 0% | +19% | 8% | 30.7× | 38.2% | +23.5% |
| SS&C Technologies SSNC | United States | $18.2B | +13% | +9% | 24% | 10.2× | 6.9% | +6.1% |
| Zscaler ZS | United States | $32.2B | +30% | +25% | -4% | 40.5× | 20.7% | +37.9% |
| Gen Digital GEN | United States | $17.7B | +32% | +17% | 43% | 9.6× | 1.8% | +14.4% |
| F5, Inc. FFIV | United States | $17.7B | -12% | +11% | 24% | 17.1× | 9.7% | +5.6% |
| Circle Internet CRCL | United States | $17.3B | -40% | +26% | 13% | 68.1× | 23.2% | +52.7% |
| NBIS NBIS | United States | $35.2B | -8% | +461% | -49% | n/a | n/a | n/a |
| Beijing Kingsoft Office Software 688111.SS | China | $16.1B | -8% | +20% | 22% | 35.6× | 32.7% | +21.3% |
Samsara reported $4.29B of remaining performance obligations at 1 Aug 2026, up 35% from a year earlier and up 7% from the previous quarter. That is 2.3 years of trailing revenue already under contract. Book-to-bill last quarter: 1.58.