Samsara Inc.IOT
NYSE•Technology•Software - Infrastructure
Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally. The company's Connected Operations Platform includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and which has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety; and telematics, which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel management, driver recognition, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs. The company also provides site visibility that provides remote visibility into sites to enhance onsite security, safety, and incident response times. It serves transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and other industries. The company was incorporated in 2015 and is headquartered in San Francisco, California.
Samsara Inc. (IOT) reported trailing twelve months revenue of $1.62B as of January 2026, a 29.6% increase year-over-year. Quarterly revenue reached $444.30M, reflecting continued top-line momentum.
Samsara Inc. reported a TTM net loss of $9.12M, with quarterly EBITDA of $16.45M. The operating margin expanded from -5.3% to 2.0%, suggesting improving cost efficiency and pricing discipline.
The spread between operating margin (2.0%) and net margin (5.0%) indicates tight cost control with minimal non-operating drag. Net margin has improved from -3.2% a year ago, signaling stronger bottom-line efficiency.
IOT trades at a P/S of 10.0x. The price-to-book ratio of 11.4x indicates a significant premium over book value.
The company generated $61.72M in free cash flow over the trailing twelve months, a 27.2% increase year-over-year, indicating strong cash generation ability. The balance sheet shows $2.54B in total assets with no in long-term debt against $1.42B in stockholders equity. Data based on the most recent quarterly reports.
Competitive analysis based on 16 quarters of fundamental data
Operating margins are under pressure, averaging -9.6%. The business may lack pricing power or face rising costs.'
ROE is low or negative, suggesting limited competitive advantage or capital allocation challenges.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
TTM revenue has grown consistently (7 of 7 quarters up), with ~59.7% growth over the period. Strong demand durability.
Data-driven red flags and warnings across 16 quarters
The company posted negative operating margins in recent quarters — core operations are unprofitable.
FCF consistently trails net income (avg -0.1x) — earnings may be inflated by non-cash items or aggressive accounting.
Limited debt-to-equity data available.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares outstanding increased 5.5% — significant dilution, likely from stock compensation or capital raises.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation