Aug. 26 at 2:27 PM
$PANW Sentinel One's(S) share price doubles to around
$41 if it just trade at 14x trailing sales vs 25x for PANW and 38x for CRWD, and Sentinel One(S) will have similar growth metrics to CRWD after a few more accretive acquisitions and share buybacks .
S = better valuation, similar growth, better balance sheet, more advanced technology and they own an estimated
$500M equity stake in Anthropic that could 10x over the next few years.
https://www.sentinelone.com/vs/competition/