Amdocs Limited (DOX) vs SentinelOne, Inc. (S)

Amdocs Limited and SentinelOne, Inc. are both Software Infrastructure companies. SentinelOne, Inc. is the larger, with a market value of $8.4B against $6.2B — 1.3× the size. SentinelOne, Inc. has negative trailing earnings, so its P/E is not meaningful; Amdocs Limited trades at 13.7×. SentinelOne, Inc. grew revenue faster over the last twelve months: 21.1% against 0.14%. Amdocs Limited has the higher net margin (9.56% vs −31.0%) and the higher return on invested capital (9.39% vs −25.5%). Across the 20 metrics below, Amdocs Limited leads on 15 and SentinelOne, Inc. on 5.

Valuation

Metric DOX S Software Infrastructure median
P/E 13.67 n/m 28.02
P/S 1.28 6.96 3.07
P/B 1.79 5.28 3.36
Price to free cash flow 9.34 247.70 17.12
EV/EBITDA 8.17 n/m 14.91
EV/Sales 1.46 6.38 3.03
Earnings yield 7.32% (4.51%) 0.13%
Free cash flow yield 10.71% 0.40% 1.15%

Profitability

Metric DOX S Software Infrastructure median
Gross margin 38.28% 72.54% 61.23%
Operating margin 13.47% (29.46%) 0.00%
Net margin 9.56% (30.95%) 0.00%
Free cash flow margin 13.73% 2.81% 1.67%
Return on equity 12.95% (23.01%) 0.59%
Return on assets 6.98% (14.37%) 0.00%
Return on invested capital 9.39% (25.50%) 0.00%

Growth

Metric DOX S Software Infrastructure median
Revenue growth (TTM) 0.14% 21.09% 13.41%
EPS growth (last fiscal year) 18.82% (48.91%) —
Revenue growth, 5-year CAGR 1.69% 60.83% 15.81%
Net income growth, 5-year CAGR 2.32% 0.00% 0.00%

Health

Metric DOX S Software Infrastructure median
Debt to equity 0.32 0.00 0.06
Current ratio 0.94 1.45 1.55
Net debt to EBITDA 0.50 3.34 0.08

Dividend

Metric DOX S Software Infrastructure median
Dividend yield 1.98% — 1.53%
Payout ratio 0.36 0.00 0.00

Size

Metric DOX S Software Infrastructure median
Market cap 6.22b 8.36b 835.96m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack