IOTSamsara Inc.
Is the price fair?
Modest expectations priced in. That is the only one of 3 checks this filer's data supports, so take it as a single data point rather than a settled answer.
Priced for ~22% a year FCF growth. The price demands less than its three-year revenue growth of 33% a year, expectations look modest.
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 growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What IOT's price assumes
Samsara Inc. trades at 277× earnings against 34.2× for the median Software - Infrastructure name, more expensive than its own group.
Trailing P/E · Software - Infrastructure median 34.2 · 8.09× the median: the market pays up for this one
- Price / sales
- 10.4
Price / sales · today's price, fiscal year to Jan 31, 2026
- Free cash flow yield
- 1.5%
Free cash flow yield · Software - Infrastructure median 5.3%
- Growth the price implies
- +22%
Growth the price implies · The price pays for +22% free cash flow growth a year for a decade; revenue has grown +33% a year over the last three.
Details›
- Price / booktoday's price, fiscal year to Jan 31, 2026
- 11.9
- EV / EBIToperating margin 1.1%: the multiple describes the denominator
- not meaningful
- EV / salestoday's price, fiscal year to Jan 31, 2026
- 10.2
- Technology median P/E459 names
- 37.7
- Software - Infrastructure median P/E107 names
- 34.2
- Free cash flow, trailing twelve months
- $255M
- Market capitalisation
- $16.9B
- 3-year revenue growth
- +33%
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
Software, Infrastructure
Ranks #61 of 80 by RyuScore