Aug. 2 at 2:43 AM
$PANW Sentinel One(S) is growing revenues at a similar rate as Palo Alto (PANW), but has a better balance sheet, better technology and a better valuation (P/S ratio) than PANW, as seen below:
R. Growth Debt P/S Technology
PANW 20-23%
$2B 23 ho-hum
S 20-23% 0 6 excellent
S vs PANW (Technology)
https://www.sentinelone.com/vs/palo-alto-networks/
Final thought: If Sentinel One (S) just traded at the SAME... P/S ratio as PANW(23), Sentinel One's stock price would be approximately
$72/sh
Is the above why Sentinel One's Put/Call ratio is extremely bullish ? Yes, along with merger interest from Cisco Systems.
https://www.barchart.com/stocks/quotes/S/put-call-ratios
