SentinelOne, Inc.

S Technology Software Infrastructure

SentinelOne, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $1.0 billion, up 21.9% from fiscal 2025.

Revenue
+20.6%
EPS
−22.7%
Free cash flow
−83.9%

Quarter to July 2026, against a year earlier

21.58 1.91 −8.13%
Market cap
$7.5B
P/E
0.0×
Fwd P/E
−54.8×
Dividend yield
—
F-score
4/9
Altman Z
1.69
Beneish M
−3.34
Dividend safety
n/a

Insider Decisions last twelve months

Bought, $m 0.60
Sold, $m 25.44
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy 1 — — — — — — — — — — —
Sell 4 3 4 9 2 4 5 6 5 6 1 —
Insider Ownership 4.84%

Capital & Financial Ratios $m

Size
Market Cap 7,460.00
Revenue ttm 1,098.70
Net income ttm (340.09)
Free cash flow ttm 30.86
Net debt Q (655.25)
Valuation
P/E 0.00
Forward P/E (54.80) (negative: loss-making)
Price / sales 6.71
Forward P/S Powerpack
Price / FCF 238.85
Price / book 5.09
Financial health
Current ratio Q 1.45
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q (603.44)
Growth
Revenue growth Q +20.56% (above 0%: growing)
Operating income growth Q −12.58% (below 0%: shrinking)
EPS, this year +59.77% (at or above 15%: strong)
EPS, next year A +45.93% (at or above 15%: strong)
Revenue, next year A +27.44% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +46.45% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/S against its own 10 years 21.19%
10-year low 10-year high
P/B against its own 10 years 87.98%
10-year low 10-year high
EV/Sales against its own 10 years 23.87%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 926 722 629 655
Receivables 214 236 289 220
Inventory — — — —
Other — — — —
1,297 1,070 1,051 998
2024 2025 2026 Q'26
Payables 7 8 10 9
ST’ Debt — — — —
Other — — — —
590 614 756 689

Compound Annual Growth %

10y 5y 3y
Sales — 60.83% 33.36%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 0.00% (4.63%)

Earnings Trends EPS, adjusted, against the consensus

EPS $

Apr Jul Oct Jan Year
’26 (0.23) (0.27) — — —
’26 (0.63) (0.22) (0.18) (0.33) (1.37)
’25 (0.23) (0.22) (0.25) (0.22) (0.92)
’24 (0.37) (0.31) (0.24) (0.24) (1.15)
’23 (0.33) (0.35) (0.35) (0.33) (1.36)
’22 (1.37) (0.57) (0.26) (0.27) (1.56)
’21 (0.78) (0.67) (0.85) (1.02) (3.31)
Fiscal quarters ending in the months shown.

Revenue $m

Apr Jul Oct Jan Year
’26 277 292 — — —
’26 229 242 259 271 1,001
’25 186 199 211 226 821
’24 133 149 164 174 621
’23 78 103 115 126 422
’22 37 46 56 66 205
’21 18 21 25 30 93
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Apr Jul Oct Jan Year
’26 38 (7) — — —
’26 52 (1) 21 4 77
’25 42 2 (7) (3) 34
’24 (28) (12) (22) (6) (68)
’23 (49) (62) (60) (22) (193)
’22 (31) (42) (17) (6) (96)
’21 (12) (14) (18) (23) (67)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Apr Jul Oct Jan Year
’26 31 (13) — — —
’26 45 (7) 16 (2) 52
’25 34 (5) (13) (9) 7
’24 (32) (15) (30) (11) (87)
’23 (55) (67) (65) (26) (212)
’22 (33) (45) (21) (7) (106)
’21 (13) (15) (20) (26) (73)
Fiscal quarters ending in the months shown.

Valuation

The price implies free cash flow after share-based pay growing 25.6% a year for ten years.

Implied
25.6%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Jul ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue — — — 46 93 205 422 621 821 1,001 1,099 +66.8% 1,276 — — +27.4%
Gross margin, % — — — 60.56 57.73 60.12 65.85 71.14 74.30 74.12 72.54 +13.6 pt
EBT — — — (76) (117) (270) (384) (333) (282) (280) (294) +24.2%
EBT margin, % — — — (164.24) (125.85) (131.88) (91.03) (53.58) (34.28) (27.94) (26.73) +136.3 pt
Net income — 0 — (77) (118) (271) (379) (339) (288) (451) (340) n/m
Per share, $
Per share, $ Revenue — — — 1.42 2.62 1.18 1.52 2.11 2.61 3.03 3.22 +13.5%
Earnings — — — (2.34) (3.31) (1.56) (1.36) (1.15) (0.92) (1.37) (1.01) (8.5%)
Cash flow — — — (1.36) (1.88) (0.55) (0.70) (0.23) 0.11 0.23 0.17 n/m
Capex — — — (0.09) (0.18) (0.06) (0.07) (0.06) (0.09) (0.08) (0.08) (2.4%)
Free cash flow — — — (1.45) (2.05) (0.61) (0.76) (0.30) 0.02 0.16 0.09 n/m
Book value — — — (6.85) (9.03) 9.48 5.96 5.40 5.30 4.35 4.24 n/m
Shares, m — — — 33 35 174 278 295 315 330 335 +47.0%
Valuation, ×
Valuation, × P/E — — — 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.0
P/S — — — 17.28 17.28 38.03 9.93 12.72 9.18 4.74 6.71 15.6
P/B — — — 0.00 0.00 4.72 2.53 4.96 4.52 3.31 5.09 2.9
EV/Sales — — — 14.23 14.23 29.97 8.50 11.27 8.32 4.14 6.13 13.0
EV/FCF — — — (17.31) (17.31) (57.92) (16.92) (80.30) 1,037.24 80.12 218.25 132.5
Cash, $m
Cash, $m Operating cash flow — — — (44) (67) (96) (193) (68) 34 77 57 n/m
Capex — — — (3) (6) (10) (19) (19) (27) (25) (26) +43.5%
Free cash flow — — — (47) (73) (106) (212) (87) 7 52 31 n/m
Balance, $m
Balance, $m Working capital — — — 17 335 1,536 441 707 456 294 310 +60.9%
Net debt — — — (26) (376) (1,670) (624) (926) (722) (629) (655) +69.9%
Shareholders’ equity — — — (224) (321) 1,651 1,657 1,594 1,669 1,437 1,449 n/m
Returns, %
Returns, % ROA — — — (136.17) (37.15) (21.16) (17.61) (14.79) (12.20) (18.61) (14.37) +117.6 pt
ROIC — — — 0.00 0.00 0.00 (24.35) (35.40) (21.73) (24.84) (25.50) (24.8) pt
ROE — — — 28.10 43.17 (40.76) (22.90) (20.84) (17.68) (29.02) (23.01) (57.1) pt
People
People Employees — — — — 850 1,200 2,100 2,300 2,800 2,900 — +27.8%
Revenue/emp, $m — — — 0.00 0.11 0.17 0.20 0.27 0.29 0.35 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

Business profile

Updated

SentinelOne sells cybersecurity software and services to businesses, government organizations and security service providers. Founded in 2013 and headquartered in Mountain View, the company is led by chief executive Tomer Weingarten.

Its Singularity Platform is designed to prevent, detect and respond to cyberattacks. It protects endpoints—devices such as computers and servers—as well as cloud workloads, user identities and connected devices. Customers can deploy the platform in public, private or hybrid clouds, or in their own data centers.

SentinelOne, Inc. vs peers in Software Infrastructure (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
PAYP PayPay Corporation $9.7B — — — — — 100.00% 28.08% Compare
NTSK Netskope Inc. $8.9B — (loss-making) — (loss-making) +29.15% (above 0%: growing) n/m −51.62% (below 0%: shrinking) 73.92% (40.72%) Compare
DOCN DigitalOcean Holdings, Inc. $8.3B 171× 175× +39.87% (above 0%: growing) n/m +85.62% (above 0%: growing) 50.15% 10.28% Compare
GTLB GitLab Inc. $8.2B — (loss-making) — (loss-making) +21.31% (above 0%: growing) n/m −107.11% (below 0%: shrinking) 84.06% (19.89%) Compare
DBX Dropbox, Inc. $7.8B 19.7× 20.7× +0.93% (above 0%: growing) −6.52% (below 0%: shrinking) −10.29% (below 0%: shrinking) 80.21% 26.10% Compare
S SentinelOne, Inc. $7.5B — (loss-making) — (loss-making) +20.56% (above 0%: growing) n/m −83.92% (below 0%: shrinking) 72.07% (31.08%)
ZETA Zeta Global Holdings Corp. $7.4B — (loss-making) 299× +43.55% (above 0%: growing) n/m +69.99% (above 0%: growing) 59.12% 3.82% Compare
QLYS Qualys, Inc. $6.9B 34.7× 38.3× +11.04% (above 0%: growing) +15.38% (above 0%: growing) +72.34% (above 0%: growing) 83.40% 33.98% Compare
PATH UiPath, Inc. $6.8B 19.5× 35.1× +13.42% (above 0%: growing) +2,233.33% (above 0%: growing) −29.52% (below 0%: shrinking) 80.36% 7.70% Compare
Median of peers $8.0B 27.2× 38.3× +21.31% +15.38% −10.29% 80.29% 8.99%

All 183 Software Infrastructure stocks →

From the latest earnings call

Updated

  • CEO Tomer Weingarten said annual recurring revenue from Prompt and Purple AI increased year over year, while data and cloud ARR growth accelerated.
  • CFO Sonalee Parekh said larger deals and longer contracts contributed to growth in remaining performance obligations, while retention improved among larger customers.

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 82.96%
Held by the ten largest 40.61%
Holder Shares Stake Change
Vanguard 36.77m 10.73% −2.49m
AQR Capital Management 23.18m 6.76% +3.55m
BlackRock 23.08m 6.73% +747.71k
First Trust 10.95m 3.20% +1.88m
Legal & General 9.75m 2.84% +823.16k
REDPOINT MANAGEMENT, LLC 8.73m 2.55% 0.00
Caprock Group, LLC 7.73m 2.26% −6.81k
State Street 6.42m 1.87% +465.98k
UBS 6.30m 1.84% +132.23k
Voya Investment Management 6.29m 1.84% +292.15k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 13 May 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 16.93m (19.11m) 32.89
2025 18.97m (7.25m) 56.35
2024 16.54m 83.24m 63.06
2023 13.52m (183.13m) 35.51
2022 95.40m 352.13m 105.29

Ownership

Directors and executive officers, together 35.83% of the votes
Total 29.99% of the votes
Tomer Weingarten 29.18% of the votes
Daniel Scheinman 6.19% of the votes
Entities affiliated with Vanguard Portfolio Management LLC 4.71% of the votes
Entities affiliated with Vanguard Capital Management LLC 3.79% of the votes
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

SentinelOne, Inc. (S) Latest News

19 Oct

Impact 4 · · Insider Monkey

9 Oct

Impact 3 · · StockStory

S metrics, ten years each

stockrow.com/S · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com