Samsara (IOT)
Information Technology · IoT and fleet management software
Samsara is a Connected Operations Platform provider delivering IoT-powered fleet, field, and asset visibility and management software for enterprises.
What Samsara does
Samsara provides a Connected Operations Platform designed to help organizations track, manage, and optimize their physical operations and assets. The platform integrates IoT hardware, telematics data, and software to deliver visibility and insights across fleet, field operations, and site management. Samsara serves customers across industries including transportation, logistics, construction, and field service operations.
Themes: ["IoT / Internet of Things","fleet management","field operations","asset tracking","connected infrastructure","operational visibility","data analytics"]
Fundamentals
- Price$36.99 as of 2026-07-09 close
- Market cap$21.6B as of 2026-07-10
- 1-year return-5.5% as of 2026-07-09 close
- P/E375.94 as of 2026-07-10
- Net margin+3.3% as of 2026-07-10
- Gross margin+76.3% as of 2026-07-10
- ROE+4.2% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+29.6% as of 2026-07-10
- Revenue CAGR (3y)+35.4% SEC XBRL
- Beta1.32 as of 2026-07-10
Key risks (from latest filing)
["Intense competition from established and emerging competitors in fleet management and IoT markets","Dependence on customer adoption and retention of the Connected Operations Platform; ability to attract new customers and expand relationships","Risks related to data security, privacy compliance (including GDPR and evolving data protection regulations), and maintaining the security and availability of the platform and business systems"]
Competitors & peers
- Verizon (VZ)
- AT&T (T)
- Geotab
- Samsara
- Viasat
- Teletrac ISAAC
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.