# Samsara Inc. (IOT) — Stock CV

Samsara Inc. is a $24.3B technology company. Revenue grew 29.5% over the last year, and it keeps 5¢ of every dollar of sales as profit. It trades at 268.7× earnings — around the middle of its own history.

> Samsara Inc provides an end-to-end solution for operations.

## Identity

- **Ticker**: IOT
- **Sector**: Technology
- **Industry**: Services-Computer Integrated Systems Design
- **Headquarters**: SAN FRANCISCO, CA
- **Employees**: 4 100
- **Website**: https://www.samsara.com
- **Market cap**: $24.3B
- **Last price**: $41.55
- **Financial profile**: Strained

## Vitals (TTM)

- **Revenue**: $1.85B
- **Net income**: $90.6M
- **Free cash flow**: $255M
- **P/E**: 268.7
- **Revenue growth (YoY)**: 29.5%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 30 |
| Growth | 50 |
| Profitability | 16 |
| Health | 18 |
| Quality | 71 |
| Moat | 30 |

## Qualifications (beginner checklist) — 6 of 10 passed

- [x] Revenue growing — +29.5% YoY
- [x] Profitable — $90.6M TTM
- [x] Profit growing — +94.1% YoY
- [x] Generates cash — $255M TTM
- [x] Debt under control — current ratio 1.62
- [x] Established company — $24.3B market cap
- [ ] Not printing shares — +13.5% shares over ~5y
- [ ] Proven track record — 0/5 profitable years
- [ ] Financially stable — health score 18/100
- [ ] Valuation not extreme — P/E 268.7

## Experience (career milestones)

- **FY2025** — Revenue crossed $1B: $1.25B for the year
- **2021** — Samsara held an initial public offering on the New York Stock Exchange under the ticker symbol "IOT"
- **2015** — Samsara was founded in 2015 by Sanjit Biswas and John Bicket, who had previously co-founded and sold Meraki to Cisco…

## Strengths

- High gross margin (76.4%)
- Revenue growing 29.5% year over year

## Watch-outs

- Thin interest coverage (-176924.0×)
- Loss-making in 5 of the recent years

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2022 | $428M | -$355M | -$191M |
| FY2023 | $653M | -$247M | -$136M |
| FY2024 | $937M | -$287M | -$22.8M |
| FY2025 | $1.25B | -$155M | $111M |
| FY2026 | $1.62B | -$9.12M | $207M |

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Source: https://stockcv.com/IOT — derived from company filings; may be delayed or incomplete. Information, not investment advice.
