Samsara
IOT NYSEΒ· Application Software
Last close Β· Oct 26, 2026
$44.65
KIRA Β· Stoqlyβs AI analyst, in plain words
- Samsara had $1.6B of revenue in fiscal 2026, up 29.6% on the year before. Over five years, revenue changed +45.3% a year on average.
- Its operating margin was β3.3%, up 12.0Β pts: of every 100 in sales, about β3 is left after running the business.
- Samsara lost $9.1M in fiscal 2026.
- Free cash flow was $207M in fiscal 2026, 12.8% of revenue.
- Samsara returned $0.0M to shareholders in fiscal 2026, 0% of free cash flow. The diluted share count rose 3.1%.
Market cap
$26.4B
P/E
β
Revenue
$1.6B
Net income
β$9.1M
Free cash flow
$207M
Operating margin
β3.3%
Samsara in 30 seconds Β· fiscal 2026
Are sales growing?
+29.6%
Yes. Sales grew 29.6% last year.
Does it make a profit?
β0.6%
No. It lost money last year.
Does profit turn into cash?
12.8%
Yes. 12.8% of sales ends up as free cash.
What Samsara does
No business description yet.
- Fiscal year ends
- January 31, 2026
- Latest annual report
- 10-K Β· Mar 16, 2026
- Legal name
- SAMSARA INC.
- CIK
- 0001642896
Samsara Β· IOT
Results and finances
The last 5 fiscal years. Amounts in USD.
| Fiscal year | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Sales and profit | |||||
| Revenue | $428M | $653M | $937M | $1.2B | $1.6B |
| Revenue growth | 71.4% | 52.3% | 43.7% | 33.3% | 29.6% |
| Gross margin | 70.9% | 72.0% | 73.7% | 76.1% | 76.7% |
| Operating margin | β82.6% | β39.8% | β34.5% | β15.2% | β3.3% |
| Net income | β$355M | β$247M | β$287M | β$155M | β$9.1M |
| Net margin | β82.9% | β37.9% | β30.6% | β12.4% | β0.6% |
| Diluted EPS | β$1.28 | β$0.48 | β$0.54 | β$0.28 | β$0.02 |
| Cash | |||||
| Cash from operations | β$172M | β$103M | β$11.8M | $132M | $236M |
| Capital expenditure | $19.4M | $33.2M | $11.0M | $20.2M | $28.8M |
| Free cash flow | β$191M | β$136M | β$22.8M | $111M | $207M |
| FCF margin | β44.6% | β20.9% | β2.4% | 8.9% | 12.8% |
| Dividends paid | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M |
| Share buybacks | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M |
| Share count change | 16.0% | 85.3% | 4.0% | 4.0% | 3.1% |
| Debt and strength | |||||
| Cash and short-term investments | $921M | $690M | $548M | $695M | $834M |
| Shareholders' equity | $989M | $938M | $915M | $1.1B | $1.4B |
| Current ratio | 3.3x | 2.2x | 1.5x | 1.6x | 1.6x |
| Returns and quality | |||||
| Return on equity | β | β25.7% | β30.9% | β15.6% | β0.7% |
| Altman Z'' | 1.6 | 0.1 | β1.7 | β0.6 | 0.6 |
Insiders bought, 12 months
$0.0M
0 insiders
Insiders sold, 12 months
$417M
7 insiders
Of sales under plans
81%
$338M
How to read these numbers
- Revenue:
- Total sales reported in the income statement.
- Operating margin:
- Operating income as a share of revenue.
- Net income:
- Profit after all expenses, interest and tax.
- Free cash flow:
- Cash from operations minus capital spending.
- Net debt / EBITDA:
- Years of EBITDA needed to pay off net debt. Below zero means more cash than debt.
- Return on capital:
- After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.
Samsara Β· IOT
Charts and comparison
Ten years at a glance, and how it stacks up against similar companies.
Revenue
Net income
Margins, % of revenue
Cash vs debt (incl. leases)
Free cash flow
Dividends and buybacks
Similar companies
Each companyβs latest fiscal year. Fiscal years end in different months, so periods donβt line up exactly.
| Company | Market cap | Growth | Op. margin | FCF margin | ROIC | P/E | F-score |
|---|---|---|---|---|---|---|---|
| Samsara IOT | $26.4B | 29.6% | β3.3% | 12.8% | β | β | β |
| Bill BILL | $5.0B | 13.0% | β4.4% | 25.0% | β1.7% | β | 4 |
| Bentley Systems BSY | $12.7B | 11.0% | 24.2% | 34.6% | 12.3% | 43.8x | 9 |
| Pegasystems PEGA | $6.2B | 16.6% | 15.1% | 28.1% | β | 22.8x | 6 |
| Guidewire Software GWRE | $15.7B | 22.7% | 10.2% | 25.6% | 12.1% | β | 8 |
Price compared with profit (P/E)
How many times its yearly profit per share one share costs. Higher means investors pay more for each unit of profit.
KIRA
At $44.65 a share, the company is worth $26.4B.
Samsara grew sales faster than 4 of its 4 similar companies.
Source: SEC EDGAR XBRL filings (CIK 0001642896). Data updated October 23, 2026. For information only β not investment advice. Check the original filings before relying on any figure.
