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SentinelOne: Interesting, Yet Very Pricey Cybersecurity Play

Jul. 04, 2021 12:20 PM ETSentinelOne, Inc. (S) StockCRWD, PANW2 Comments


  • SentinelOne has seen a successful public offering.
  • Investors like the triple-digit growth, but the applied valuation multiples are very high, too high for me to see appeal.
  • I like the potential of the business, but these valuations are far from compelling unless you truly believe this growth can be maintained for years to come.
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Een Notitieboekje met Bedrijfsnotities aanvankelijke munt die ICO versus IPO Aanvankelijke Openbare Aanbieding met bureauhulpmiddelen op gele blauwe achtergrond aanbiedt. Concept de keus van IPO of ICO
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SentinelOne (NYSE:S) is a very interesting cybersecurity play, one which is doubling its operations at this point in time, driven by a strong product and service line-up in a growing cybersecurity market. After a strong pricing and first

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Comments (2)

wsoyke profile picture
Thanks for the article.
I'm not impressed with the % revenue growth rate from such a small base, and accompanied by rising losses.
CRWD is only 2 years older than S, but has positive non GAAP earnings for the past 4 quarters, and steadily improving gross margins, as well as strong revenue growth. CRWD's strategic partnership with ZS allows them to offer a more complete set of solutions from a single point of sale. That will certainly make CRWD + ZS a very compelling buy for businesses of all sizes.
For me, CRWD has a more compelling set of solutions, and a far more compelling business plan.
Long CRWD from $132, $174, $175, and $200, plus options premiums.
jara-mill profile picture
Agreed, I have it on the watchlist and will wait until it drops below the (no pun intended) "initial" IPO price of $26, then I'll initiate a position. Cybersecurity is a key area.
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