Jan. 13 at 8:54 PM
$S compare this to
$RBRK its very interesting. Very similar story yet
$S trades at a 1/3 the valueation. Very similar yoy growth S has slight edge although rubrik crushed it last quarter and reported a positive. Rubrik has more cash however also has a billion in debt where as sentinal has virtually no debt. If you account for the debt s actually takes the edge on the balance sheet. Not knocking rubrik, also a solid company with impressive growth just pointing out the valuation difference for how similar they are.