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Added to YB: 2025-04-03

Pitch date: 2025-04-01

IOT [bullish]

Samsara Inc.

+9.32%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

Market Cap

$21.8B

Pitch Price

$37.86

Price Target

N/A

Dividend

N/A

EV/EBITDA

-231.92

P/E

-244.60

EV/Sales

14.58

Sector

Software

Category

growth

Show full summary:
Samsara: Leading the Transformation of Physical Operations Through Industrial IoT

IOT: Samsara's IoT platform for physical ops shows strong growth: Q4 rev +25% YoY, ARR +32% to $1.46B. 203 new $100K+ ARR customers, 120% NDR for large clients. Margins improving, FCF +14%. Valuation fair at 13.6x EV/S. Strong product innovation, but growth may decelerate.

Read full article (11 min)