Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IOT
HoldPremium GrowerSamsara Inc. · Technology · United States · $24.0B · Avg Vol: $249M/d
COMPANY DESCRIPTION
Samsara Inc. provides the Connected Operations Cloud, an IoT platform that allows physical operations businesses to harness sensor data to improve safety, efficiency, and sustainability. The company serves industries like transportation, logistics, and construction, establishing a strong competitive moat through high customer switching costs and proprietary data networks. It is a market leader in the rapidly growing fleet management and industrial IoT software sectors.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 652.5M | 937.4M | 1.2B | 1.6B | 35.4% | 1.8B | 2.0B | 2.5B | 23.1% |
| EPS | -0.48 | -0.54 | -0.28 | -0.02 | — | 0.15 | — | — | — |
| Shares | 524.2M | 546.0M | 565.7M | 580.7M | +10.8% | — | — | — | — |
| Debt | 122.9M | 99.5M | 80.3M | 72.8M | -16.0% | 69.5M | — | — | — |
| Equity | 938.0M | 915.1M | 1.1B | 1.4B | 14.8% | — | — | — | — |
| Op CF | -103.0M | -11.8M | 131.7M | 236.2M | 79.4% | 288.4M | — | — | — |
| Inv CF | -631.8M | -78.7M | -66.6M | -189.5M | — | — | — | — | — |
| Fin CF | 14.2M | 21.0M | 27.1M | 29.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of IOT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IOT | Samsara Inc.(you) | $24.0B | 49 | Hold |
| RBRK | Rubrik, Inc. | $19.2B | 51 | Hold |
| AKAM | Akamai Technologies, Inc. | $15.4B | 50 | Hold |
| MDB | MongoDB, Inc. | $35.9B | 52 | Hold |
| DOCN | DigitalOcean Holdings, Inc. | $13.1B | 50 | Hold |
| ZS | Zscaler, Inc. | $29.8B | 31 | Sell |
| XYZ.AX | Block, Inc. | $50.7B | 60 | Hold |
| CPAY | Corpay, Inc. | $26.8B | 76 | Buy |
| GTLB | GitLab Inc. | $7.6B | 56 | Hold |
| OKTA | Okta, Inc. | $29.1B | 77 | Buy |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.1%