Samsara Inc - Ordinary Shares - Class A

Samsara Inc - Ordinary Shares - Class A

IOT

Market Cap$26.48B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Samsara Inc - Ordinary Shares - Class ASamsara Inc - Ordinary Shares - Class A-99.6--14%23.60.6

Earnings Call Q4 2025

March 6, 2025 - AI Summary

Strong Financial Performance: Samsara reported $1.46 billion in Annual Recurring Revenue (ARR), achieving a 32% year-over-year growth rate, or 33% when adjusted for previous quarters. Q4 revenue totaled $346 million, reflecting a 25% increase year-over-year (36% adjusted growth), showcasing durable and efficient growth amid macroeconomic challenges.
Record Customer Growth: The company added a record 203 customers with over $100,000 in ARR during Q4 and a total of 2,506 such customers by year-end, up 36% year-over-year. Notably, Samsara also grew its customer base of $1 million plus ARR customers, reaching 118, which marks a 44% year-over-year increase. This indicates strong demand for its solutions among large enterprises.
AI and Data Utilization Opportunities: Samsara is leveraging its large data asset (processing 14 trillion data points annually) to enhance operations and safety for customers through AI applications. There's potential for substantial future growth as clients increasingly utilize AI for maintenance, operational efficiencies, and safety enhancements, with the expectation that this could transform customer operations and widen market penetration.

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$49.17

Target Price by Analysts

4.1% upsideSamsara Target Price DetailsTarget Price
$-35.93

Current Fair Value

176% downside

Overvalued by 176% based on the discounted cash flow analysis.

Share Statistics

Market cap$26.48 Billion
Enterprise Value$26.90 Billion
Dividend Yield$0 (0%)
Earnings per Share$-0.54
Beta1.52
Outstanding Shares553,917,926

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio-99.57
PEG110.49
Price to Sales23.63
Price to Book Ratio47.25
Enterprise Value to Revenue21.53
Enterprise Value to EBIT-150.57
Enterprise Value to Net Income-174
Total Debt to Enterprise0.02
Debt to Equity0.6

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Samsara Inc