Samsara (IOT) Stock | IOT Stock Price & Analysis

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IOT

Samsara IOT · NYSE

$39.57 -7.09% (-$3.02)

Summary

51 / 100 · Bulios Score

Valuation 11Growth 84Profitability 42Quality 24Debt 92Stability 72

What speaks for it

Revenue grew by 43% a year over the last 3 years.
It holds more cash than debt: $291.4M against $69.5M.
Analysts expect revenue to grow by 28% this fiscal year.

What to watch

The share price is above the Bulios Fair Price.
Out of every 100 USD of revenue, only 4.9 USD is left as net profit.
It earns only 0.9 USD a year on every 100 USD of invested capital.

Bulios Scoring describes a company's quality and track record, not its future return. A high score is not a buy signal. Learn more

Score in detail

Price

Is it expensive?

Looks expensive

Bulios Fair Price

Current price $39.57

Software - Infrastructure industry median

P/E today 271.3

Unlock fair price

Bulios Fair Price is an estimate of a stock's fair value from the Bulios valuation model. It is an input for your own analysis, not investment advice. How does it work?

Today you pay 271.3 USD for 1 USD of yearly profit.

Valuation in detail

Is it growing?

Yes, fast

Revenue (USD)

250M

428M

653M

937M

1.2B

1.6B

2.0B

2021202220232024202520262027

Diluted EPS (USD)

-$0.42

-$0.70

-$0.48

-$0.54

-$0.28

$0.51

$0.77

2021202220232024202520262027

Analyst estimate

Revenue grew by 60% a year over 5 years. Over the last 3 years it grew by 43% a year. For the next fiscal year analysts expect revenue to grow by 28%.

Growth in detail

Does it make money?

Reasonably

Where 100 USD of revenue goes

Cost of sales 24 USD
Research and development 20 USD
Sales and administration 55 USD
Taxes and other -3.9 USD
Net profit 4.9 USD

Net profit, industry median (Software - Infrastructure) 8.4 USD

Out of every 100 USD of revenue, 4.9 USD is left as net profit.

Profitability in detail

Is it financially healthy?

Yes

Cash and short-term investments $828.9M

Debt $69.5M

Free cash flow over 12 months $255.5M

It could repay all its debt from a single year of free cash flow. It holds more cash than debt.

Financial health in detail

Does it pay a dividend?

It pays no dividend.

Dividends in detail

What do analysts expect?

Mildly positive

Buy 15
Hold 5
Sell 0

Today's price within the analysts' price targets

Today's price $39.57 Average target $51.15

$39.57 $58

The average target of $51.15 is 29% above today's price. 75% of the analysts recommend buying.

Analysts in detail

What does it earn on?

Fiscal year 2026

By product

Subscription and Circulation 98%
Product and Service, Other 1.9%

By region

UNITED STATES 86%
Non-US 14%

Subscription and Circulation brings in 98% of revenue.

Segments in detail