IOTSamsara Inc.
Is the business good?
The checks split: nothing decisive, though margins widening.
Mixed fundamental signals. Nine pass/fail tests of year-over-year health from the filings.
Operating margin has widened over the past few years, the business is getting more profitable per dollar of sales.
A balanced mix of margins, efficiency, and leverage. ROE 1% = margin × turnover × leverage.
Unless marked, from derived.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.
How good a business is IOT?
Samsara Inc. earns 1.2% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.
Return on invested capital · cost of capital 9.0% · 7.8 points below what the capital costs: growth destroys value
- Operating margin
- 1.1%
Operating margin · Software - Infrastructure median 5.8% · 12 months to Q2 2027
- Share count, year on year
- +3.3%
Share count, year on year · shareholders own a smaller slice than a year ago
- R&D as % of revenue
- 20%
R&D as % of revenue
| Year | Operating margin |
|---|---|
| FY2021 | −84% |
| FY2022 | −83% |
| FY2023 | −40% |
| FY2024 | −34% |
| FY2025 | −15% |
| FY2026 | −3.3% |
Details›
- Gross margin12 months to Q2 2027
- 76%
- Operating margin12 months to Q2 2027
- 1.1%
- Net margin12 months to Q2 2027
- 4.9%
- Free cash flow margin
- 14%
- R&D as % of revenue
- 20%
- Revenue, trailing twelve months
- $1.85B
- Free cash flow, trailing twelve months
- $255M
- Net income, trailing twelve months
- $91M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- 1.2%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.
Software, Infrastructure
Ranks #61 of 80 by RyuScore