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IOT Samsara Inc.

Trailing twelve months to 2026-05-02 · as filed 2026-06-09, not restated
Technology

Scale

Market cap
$22.8bn
Revenue TTM
$1.7bn
Net income TTM
$58m
Free cash flow
$235m
Composite score
36.9
Sector rank
#416

Valuation

P / E
396.6
EV / EBITDA
1,535.8
EV / sales
13.1
FCF yield
1.03%
Earnings yield vs 10-yr
-4.48pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
3.3%
EBITDA margin
0.8%
ROE
3.8%
ROIC
-0.9%
Revenue growth
29.6%

Insider activity, last 90 days

Net open-market
$-159.62m
Buyers
0
Sellers
7

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We remain committed to investing in our sales and marketing capacity, investing in world-class talent and productivity tools, and driving revenue growth globally. In each of our past two fiscal years, we generated approximately 98% of our revenue from subscriptions to our Connected Operations Platform. Cost of Revenue Cost of revenue consists primarily of the amortization of connected device costs associated with subscription agreements, third-party cloud and cellular costs, employee-related costs directly associated with our customer support and supply chain teams, including salaries, benefits, and stock-based compensation, amortization of internal-use software costs, fulfillment costs, war …Samsara Inc., 10-Q, period ended 2026-05-02, filed 2026-06-09

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