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IOT

Samsara Inc.

Technology · $21.8B market cap

Verdict

Share price

$41.12

close of Oct 3, 2026

Fair value

$28.17

Sticker Price

Payback Price

—

no buy price

Overpriced

IOT is Overpriced: at $41.12 it trades 46% above its fair value of $28.17. There's no buy price: it has lost money 3 years in a row, so its value rests on sales alone. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Sales-Based (P/S). It has reported a loss for 3 years in a row. Its free cash flow looks positive ($0.21B), but $0.31B of that is stock paid to employees rather than cash, so we value it on its sales instead.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth—?
Equity per share growth4.3% a year✗
Sales growth43.7% a year✓
Free cash flow growth86.1% a year✓
Return on invested capital-1.3%✗

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Insider activity

Since Sep 4, 2026: no open-market purchases and 2 sales worth $1.3M. Why purchases matter

Sales

Phillips Dominic

SEE REMARKS · 2026-09-04

Sold

$793K

Phillips Dominic

SEE REMARKS · 2026-09-04

Sold

$518K

About Samsara Inc.

Samsara Inc. specializes in providing solutions that digitize and connect physical operations data to its centralized Connected Operations Cloud, accessible to clients across the United States and internationally. At the core of this cloud-based platform is a robust Data Platform. This platform systematically collects, aggregates, and enriches information streamed from Samsara's proprietary IoT devices, featuring…

Software - Infrastructure

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works