Sep. 8 at 2:50 PM
$PANW If you strip out the 6 acquisitions PANW made over the last 12 months, PANW's real organic revenue growth for 4Q26 was approximately 14-15%.
An estimated 14-15% organic rev grower sporting a....23 P/S multiple ?
On the other hand, SentinelOne(S) made ZERO.... acquisitions over the last 12 months, has zero debt , reported organic rev growth of 21% 2Q27, trades for only 6x sales and has over
$1B in cash when you include their estimated
$500M equity stake in Anthropic through their investment arm S Ventures.
S = Higher organic rev growth, better balance sheet, significantly more undervalued based on current P/S multiple, and their AI cybersecurity technology is excellent vs the competition, as seen in the link below:
SentinelOne vs The Competition
https://www.sentinelone.com/vs/competition/?utm_campaign=amer-us-brand&utm_source=google&utm_medium=paid-search&utm_content=undefined&utm_term=sentinelone+endpoint+detection+and+response&gclid=CjwKCAjwwfnUBhAtEiwAfQpAYkuJxoWTXRSjiNGhQfSHT9_KkW9zTW03qvPo9olcn8XESwAFOCqCzBoCeBgQAvD_BwE
