Aug. 31 at 2:26 PM
$AMZN AWS' key cybersecurity partner SentinelOne(S) is extremely undervalued when compared to CRWD, NET and PANW:
Forward P/S Ratio Trailing P/S Ratio
CRWD 29.1x – 34.8x 43.2x
NET 23.9x – 27.7x 43.1x
PANW 15.5x – 18.8x 26.5x
S 4.7x – 4.8x 6.9x
*Elite-tier cloud and AI cybersecurity megadeals are commanding unprecedented valuation multiples between 20x and 35x+ trailing sales, driven by aggressive platform consolidation and the mission-critical nature of protecting generative AI infrastructure.
SentinelOne(S) has zero debt,
$813M in cash, an estimated
$500M equity stake in Anthropic through S Ventures, and more advanced AI cybersecurity technology than its peers, as seen below:
https://www.sentinelone.com/vs/competition/
