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Stoqly stoqly.net Company report Β· October 27, 2026

Samsara

IOT NYSEΒ· Application Software

Last close Β· Oct 26, 2026

$44.65

KIRA Β· Stoqly’s 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 βˆ’3.3%, up 12.0Β pts: of every 100 in sales, about βˆ’3 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

βˆ’$9.1M

Free cash flow

$207M

Operating margin

βˆ’3.3%

Samsara in 30 seconds Β· fiscal 2026

Good

Are sales growing?

+29.6%

Yes. Sales grew 29.6% last year.

Weak

Does it make a profit?

βˆ’0.6%

No. It lost money last year.

Good

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
stoqly.net Β· IOT Β· Generated October 27, 2026 Not investment advice Β· Page 1 of 3
Stoqly stoqly.net Company report Β· October 27, 2026

Samsara Β· IOT

Results and finances

The last 5 fiscal years. Amounts in USD.

Fiscal yearFY22FY23FY24FY25FY26
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 βˆ’82.6% βˆ’39.8% βˆ’34.5% βˆ’15.2% βˆ’3.3%
Net income βˆ’$355M βˆ’$247M βˆ’$287M βˆ’$155M βˆ’$9.1M
Net margin βˆ’82.9% βˆ’37.9% βˆ’30.6% βˆ’12.4% βˆ’0.6%
Diluted EPS βˆ’$1.28 βˆ’$0.48 βˆ’$0.54 βˆ’$0.28 βˆ’$0.02
Cash
Cash from operations βˆ’$172M βˆ’$103M βˆ’$11.8M $132M $236M
Capital expenditure $19.4M $33.2M $11.0M $20.2M $28.8M
Free cash flow βˆ’$191M βˆ’$136M βˆ’$22.8M $111M $207M
FCF margin βˆ’44.6% βˆ’20.9% βˆ’2.4% 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€” βˆ’25.7% βˆ’30.9% βˆ’15.6% βˆ’0.7%
Altman Z'' 1.6 0.1 βˆ’1.7 βˆ’0.6 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.
stoqly.net Β· IOT Β· Generated October 27, 2026 Not investment advice Β· Page 2 of 3
Stoqly stoqly.net Company report Β· October 27, 2026

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

Gross Operating Net

Cash vs debt (incl. leases)

Cash Debt

Free cash flow

Dividends and buybacks

Dividends Buybacks

Similar companies

Each company’s latest fiscal year. Fiscal years end in different months, so periods don’t line up exactly.

CompanyMarket capGrowthOp. marginFCF marginROICP/EF-score
Samsara IOT $26.4B 29.6% βˆ’3.3% 12.8% β€” β€” β€”
Bill BILL $5.0B 13.0% βˆ’4.4% 25.0% βˆ’1.7% 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.

Similar companies 43.6x
Sector 33.3x

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.