Samsara Inc. (IOT) on Decifer

Decifer ranks IOT number 48 of 277 tracked names on durable business quality.

Why it ranks here

• It earns strong returns on the money it puts to work, around 32% and those returns have been improving.
• Revenue is growing about 30% a year and profits grew 94% over the past year.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• We do not have a clean read on how it is run yet.
• Our durability check found pressure on this name, which costs it a few points.
• One of 2 credible suppliers of workflow automation with returns around 32% and revenue growing about 30% a year, partly recognized, though the evidence behind its role is thin and momentum is 14 out of 35.

The current read

The evidence on IOT lines up on the supportive side: a live market force supports this name through its theme connection. One signal disagrees: the longer-term story is intact, but price is not rewarding it: semiconductor stocks are down 7.3% this week. The drop is large enough to signal near-term caution, worth watching but not the weight of the evidence.

Themes

• Software, Cloud & AI Platforms: Samsara Inc. operates in software - infrastructure. That places it inside the Software, Cloud & AI Platforms story.

Read the full IOT research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.