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SentinelOne, Inc. (S) Stock Analysis

Technology

SentinelOne, Inc.

$18.56

$-0.15 (-0.80%)

Last Updated: May 26, 2026

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Analysis

Company Overview

SentinelOne, Inc. operates as a cybersecurity provider serving markets in the United States and internationally, utilizing its Singularity Platform to deliver artificial intelligence-powered autonomous capabilities for threat prevention, detection, and response across endpoints and cloud workloads. The company functions within the Technology sector, specifically categorized under the Software - Infrastructure industry, which positions it as a critical supplier of essential digital security solutions for enterprise and cloud environments. The firm currently holds a market capitalization of $4.95B and reports an annual revenue of $1.00B, while its employee count is listed as N/A in available data. These valuation and revenue figures indicate that the company has established a significant presence in the cybersecurity landscape, commanding a substantial market value that reflects investor confidence in its autonomous security architecture despite ongoing profitability challenges.

Financial Health

The company reported revenue of $1.00B over the trailing twelve months, with a corresponding net income of $-450,735,008 and an EBITDA of $-246,886,000, highlighting a substantial gap between top-line generation and bottom-line profitability. This significant divergence between revenue and net income reveals a cost structure where operational expenses and investment in growth likely exceed current earnings potential, resulting in a loss of approximately $450 million against $1 billion in sales. Despite the net loss, the business generated free cash flow of $292.21M, which provides a crucial buffer for financial flexibility and allows the company to fund operations without immediate reliance on external capital markets. The gross margin stands at 74.2%, indicating high efficiency in production or delivery of software services, whereas the operating margin is -28.0% and the profit margin is -45.0%, reflecting heavy spending on sales, general, and administrative costs relative to revenue. On the balance sheet, the company holds cash of $628.67M against N/A debt, resulting in a debt-to-equity ratio of N/A, which suggests a conservative financial posture with no recorded debt obligations. The current ratio is 1.39, indicating that the company possesses sufficient current assets to cover its short-term liabilities with a comfortable margin of safety. Return on Equity is -29.0% and Return on Assets is -7.8%, metrics that reveal management is currently deploying capital to generate negative returns, a common characteristic for high-growth technology firms scaling their infrastructure before achieving positive equity generation.

Valuation Assessment

SentinelOne, Inc. does not have a trailing P/E ratio available as earnings are negative, but the forward P/E is listed at 30.53, implying that the market prices the stock based on anticipated future profitability rather than current performance. The price-to-book ratio is 3.39, indicating that the market values the company at a significant premium of over three times its tangible book value, reflecting the intangible nature of its intellectual property and autonomous platform. Alternative valuation metrics such as the price-to-sales ratio of 4.94 and the EV/EBITDA of -17.20 suggest that investors are pricing the stock based on revenue generation and future growth expectations rather than current earnings power. The stock has traded between a 52-week high of $21.40 and a 52-week low of $12.23, and without a specific current price provided in the facts, the valuation range demonstrates a volatility of approximately 43% over the past year. The beta value is 0.78, meaning the stock is expected to be less volatile than the broader market, moving with slightly less intensity than the overall market index during periods of fluctuation.

Growth & Income

Revenue growth for the trailing twelve months is 20.2%, while earnings growth is N/A due to the company's current net loss status, indicating that top-line expansion is outpacing any attempt to achieve immediate earnings per share growth. As the company does not pay dividends, the dividend yield is N/A and the payout ratio is 0.0%, meaning all available earnings are reinvested into the business to fund research and development and market expansion rather than being distributed to shareholders. The absence of a dividend payout confirms the company's strategy of prioritizing organic growth and platform scaling over providing immediate income returns to investors. Overall, the growth and income profile is characterized by strong double-digit revenue expansion coupled with a zero-dividend policy, typical of infrastructure software companies in the scaling phase of their lifecycle.

Peer Comparison

SentinelOne, Inc. (S) operates in the Software - Infrastructure industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
SentinelOne, Inc. S $6.34B N/A
Microsoft Corporation MSFT.TO $4.10T 24.0
Microsoft Corporation MSFT $3.11T 24.9
Oracle Corporation ORCL $552.43B 34.5

The Software - Infrastructure industry average P/E ratio is 60.1x. SentinelOne, Inc. trades at a P/E of N/A.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About SentinelOne, Inc.

SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company's Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. It also offers generative AI-security agent (Purple AI), security information and event management, endpoint security, cloud security, identity security, exposure and vulnerability management, and threat services. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, California.

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Key Statistics

Market Cap
$6.34B
P/E Ratio
N/A
52-Week High
$21.40
52-Week Low
$11.81
Avg Volume
7.95M
Beta
0.79

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NYSE
Country
United States
Employees
2,900