Jul. 1 at 2:48 PM
$PANW If Sentinel One(S) traded at the same forward price to sales multiple as PANW, Sentinel One's share price would rise to around
$46.96 per share. (GOOG-AI)
Why is this interesting ?
Because Sentinel One(S) trades for only
$17.70, is a 20+ % revenue grower, has excellent AI security technology, zero debt and over
$1B in cash (
$812M in cash plus an estimated
$250-
$300M equity stake in Anthropic, according to Oppenheimer
https://www.sentinelone.com/vs/palo-alto-networks/