DeepValueStocks
Oct 31, 3:28 PM
$QBTS The glamour boy of tech-PLTR- is extremely expensive compared to SentinelOne(S); the leading cybersecurity company on planet earth:
Forward Rev Growth Est P/S Ratio Debt
PLTR 53-61% *76 0
S 20-23% 7 0
S = Best technology among leading companies (*see link), zero debt, over
$2B in cash after their recent capital raise, own an estimated
$400-
$500M equity stake in Anthropic through S Ventures, sports a modest market cap under
$9B, trades at only...7x trailing sales vs ....47x for CRWD, ...44x for NET and ...26x for PANW.
https://www.sentinelone.com/vs/competition/?utm_source=https%3A%2F%2Fwww.google.com%2F&utm_medium=organic-search
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