IOT (Samsara) Change In Receivables: $-155 Mil (TTM As of Apr. 2026)

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IOT Samsara Inc IOT
82 GF Score
Price $40.32
GF Value $57.63
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Samsara Change In Receivables?

Samsara IOT +1.15% 82 Change In Receivables is $-155 Mil as of Apr. 2026. GuruFocus rates IOT with a GF Score™ of 82/100 and a GF Value™ of $57.63 (Significantly Undervalued). The stock has 2 warning signs investors should review.

Samsara's change in receivables for the quarter that ended in Apr. 2026 was $5 Mil. It means Samsara's Accounts Receivable declined by $5 Mil from Jan. 2026 to Apr. 2026 .

Samsara's change in receivables for the fiscal year that ended in Jan. 2026 was $-145 Mil. It means Samsara's Accounts Receivable increased by $145 Mil from Jan. 2025 to Jan. 2026 .

Samsara's Accounts Receivable for the quarter that ended in Apr. 2026 was $285 Mil.

Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed. Samsara's Days Sales Outstanding for the three months ended in Apr. 2026 was 54.31.

In Ben Graham's calculation of liquidation value, Apple Inc's Accounts Receivable are only considered to be worth 75% of book value. Samsara's liquidation value for the three months ended in Apr. 2026 was $-62 Mil.


Samsara  (NYSE:IOT) Change In Receivables Explanation

1. Accounts Receivable are created when a customer has received a product but has not yet paid for that product. Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed.

Samsara's Days Sales Outstanding for the quarter that ended in Apr. 2026 is calculated as:

Days Sales Outstanding
=Accounts Receivable/Revenue*Days in Period
=284.979/478.844*91
=54.31

2. In Ben Graham's calculation of liquidation value, Samsara's accounts receivable are only considered to be worth 75% of book value:

Samsara's liquidation value for the quarter that ended in Apr. 2026 is calculated as:

Liquidation Value
=Cash, Cash Equivalents, Marketable Securities-Total Liabilities+(0.75 * Accounts Receivable)+(0.5 * Total Inventories)
=804.319-1106.48+0.75 * 284.979+0.5 * 52.228
=-62

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Samsara Change In Receivables Related Terms


Samsara Change In Receivables Historical Data

* Premium members only.

The historical data trend for Samsara's Change In Receivables can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Samsara Change In Receivables Chart

Samsara Annual Data
Trend Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
Change In Receivables
Get a 7-Day Free Trial -47.05 -47.46 -46.42 -75.53 -144.68

Samsara Quarterly Data
Jul21 Oct21 Jan22 Apr22 Jul22 Oct22 Jan23 Apr23 Jul23 Oct23 Jan24 Apr24 Jul24 Oct24 Jan25 Apr25 Jul25 Oct25 Jan26 Apr26
Change In Receivables Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 15.90 -30.00 -20.79 -109.79 5.38
IOT
82GF Score
Samsara Inc IOT
Change In Receivables is just one metric. See GF Score™, valuation, warning signs, and more.
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Samsara Change In Receivables Calculation

Change In Accounts Receivable relative to the previous period. It is any increase or decrease in the cash a company is owed by its customers.

Change In Receivables for the trailing twelve months (TTM) ended in Apr. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $-155 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Change In Receivables →
What does a Change In Receivables of $-155 Mil mean?
Samsara (IOT) has a Change In Receivables of $-155 Mil as of Apr. 2026. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Samsara and its competitors.
Is Samsara's Change In Receivables too high?
Samsara's current Change In Receivables is $-155 Mil. Overall, Samsara has a GF Score™ of 82/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Samsara's Change In Receivables compare to TOST and AKAM?
Samsara's Change In Receivables of $-155 Mil can be compared against companies in the Software industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Change In Receivables for a Software company?
A good Change In Receivables depends on the Software industry context. However, Change In Receivables should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Change In Receivables mean?
A high Change In Receivables can signal that a stock is expensive relative to its fundamentals. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Samsara and its competitors. Samsara's current Change In Receivables is $-155 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Samsara stock overvalued right now?
Based on GuruFocus' analysis, Samsara (IOT) is currently considered Significantly Undervalued. The stock's GF Value™ is $57.63, compared to a current price of $40.32 — trading 30% below its estimated fair value. The current Change In Receivables is $-155 Mil. Samsara's overall GF Score™ is 82/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Change In Receivables calculated?
Change In Receivables is calculated from a company's financial statements. For Samsara (IOT), the current Change In Receivables is $-155 Mil as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Samsara (IOT) Overvalued in 2026?

Based on GuruFocus' analysis, Samsara stock appears to be undervalued. The current stock price of $40.32 is trading 30% below its estimated GF Value™ of $57.63. GuruFocus considers Samsara to be Significantly Undervalued.

Key valuation signals for IOT:

  • Change In Receivables: $-155 Mil
  • GF Value™: $57.63 vs. price of $40.32 (30% below fair value)
  • GF Score™: 82/100 with 2 warning signs

No single metric tells the full story. See the IOT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Samsara Business Description

Other Exchanges IOT:MexicoYL8:Germany
Address 1 De Haro Street, San Francisco, CA, USA, 94107
Samsara Inc provides an end-to-end solution for operations. The company's Connected Operations Platform consolidates data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and makes it easy for organizations to access, analyze, and act on data insights using its cloud dashboard, custom alerts and reports, mobile apps, and workflows. The company derives almost all of its revenue from subscription services. Geographically, it derives a majority of its revenue from the United States. The company's customers range from small and medium-sized businesses to state and local governments.
82GF Score

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Change In Receivables is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$40.32
Price
$57.63
GF Value