Added to YB: 2025-04-03
Pitch date: 2025-04-01
IOT [bullish]
Samsara Inc.
+9.32%
current return
Author Info
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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
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)