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IoT Pioneer's Ascent | Samsara's impressive 36% YoY ARR growth and expansion beyond $500M in vehicle telematics showcase its dominance in connected operations |
Product Innovation Edge | Explore Samsara's strategic moves with Asset Tags and Connected Workflows, driving demand and deepening customer relationships |
Competitive Landscape | Delve into Samsara's market positioning, OEM partnerships, and expansion strategies in the face of fierce IoT industry competition |
Financial Outlook | Analysts project promising growth with price targets ranging from $44 to $49, reflecting confidence in Samsara's scalability and profitability |
Samsara Inc. provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company’s Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety that enables customers to build a safety program and protect their teams with AI-enabled video; vehicle telematics which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel efficiency management, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs; and mobile apps and workflows that improves productivity for frontline workers and enables regulatory compliance for workers to see upcoming jobs, capture electronic documents, perform maintenance inspections, maintain compliance logs, and message with back-office administration. The company also provides equipment monitoring which offers visibility and management of unpowered and powered assets, ranging from generators and compressors to heavy construction equipment and trailers to improve operating efficiency, prevent unplanned downtime, and avoid critical safety and compliance issues; and site visibility that provides remote visibility into sites to improve onsite security, safety, and incident response times. It serves transportation, wholesale and retail trade, construction, field services, logistics, utilities and energy, healthcare and education, manufacturing, food and beverage, and other industries, as well as government. Samsara Inc. was incorporated in 2015 and is headquartered in San Francisco, California.
Metrics to compare | IOT | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipIOTPeersSector | |
---|---|---|---|---|
P/E Ratio | −104.2x | −5.9x | 11.3x | |
PEG Ratio | 17.94 | −0.02 | 0.01 | |
Price/Book | 28.6x | 9.2x | 2.4x | |
Price / LTM Sales | 25.2x | 6.8x | 2.1x | |
Upside (Analyst Target) | −8.9% | 6.3% | 22.8% | |
Fair Value Upside | Unlock | −7.8% | 5.5% | Unlock |