Dropbox, Inc. (DBX) vs SentinelOne, Inc. (S)
- Dropbox, Inc. DBX 35.57 −2.65%
- SentinelOne, Inc. S 21.58 −7.66%
Dropbox, Inc. and SentinelOne, Inc. are both Software Infrastructure companies. Dropbox, Inc. and SentinelOne, Inc. are of similar size ($8.1B and $8.0B). SentinelOne, Inc. has negative trailing earnings, so its P/E is not meaningful; Dropbox, Inc. trades at 19.5×. SentinelOne, Inc. grew revenue faster over the last twelve months: 21.1% against −0.05%. Dropbox, Inc. has the higher net margin (17.5% vs −31.0%) and the higher return on invested capital (271.8% vs −25.5%). Across the 18 metrics below, Dropbox, Inc. leads on 14 and SentinelOne, Inc. on 4.
Valuation
Profitability
| Metric | DBX | S | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 79.72% | 72.54% | 61.00% |
| Operating margin | 26.64% | (29.46%) | 0.00% |
| Net margin | 17.49% | (30.95%) | 0.00% |
| Free cash flow margin | 37.68% | 2.81% | 1.67% |
| Return on equity | (25.35%) | (23.01%) | 0.60% |
| Return on assets | 15.80% | (14.37%) | 0.00% |
| Return on invested capital | 271.80% | (25.50%) | 0.00% |
Growth
Health
Dividend
Size
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