GitLab Inc. (GTLB) vs SentinelOne, Inc. (S)

GitLab Inc. and SentinelOne, Inc. are both Software Infrastructure companies. GitLab Inc. is the larger, with a market value of $9.3B against $8.1B — 1.1× the size. GitLab Inc. grew revenue faster over the last twelve months: 23.0% against 21.1%. GitLab Inc. has the higher net margin (−4.99% vs −31.0%) and the higher return on invested capital (0.00% vs −25.5%). Across the 18 metrics below, GitLab Inc. leads on 12 and SentinelOne, Inc. on 6.

Valuation

Metric GTLB S Software Infrastructure median
P/E n/m n/m 28.38
P/S 8.41 6.71 2.98
P/B 9.13 5.09 2.93
Price to free cash flow 41.51 238.85 16.28
EV/EBITDA n/m n/m 13.92
EV/Sales 7.22 6.13 2.90
Earnings yield (0.60%) (4.68%) 0.14%
Free cash flow yield 2.41% 0.42% 1.24%

Profitability

Metric GTLB S Software Infrastructure median
Gross margin 85.75% 72.54% 61.00%
Operating margin (8.55%) (29.46%) 0.00%
Net margin (4.99%) (30.95%) 0.00%
Free cash flow margin 20.25% 2.81% 1.67%
Return on equity (5.60%) (23.01%) 0.60%
Return on assets (3.33%) (14.37%) 0.00%
Return on invested capital 0.00% (25.50%) 0.00%

Growth

Metric GTLB S Software Infrastructure median
Revenue growth (TTM) 22.99% 21.09% 13.41%
EPS growth (last fiscal year) (1,600.00%) (48.91%) 27.10%
Revenue growth, 5-year CAGR 44.39% 60.83% 15.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GTLB S Software Infrastructure median
Debt to equity 0.00 0.00 0.05
Current ratio 2.41 1.45 1.55
Net debt to EBITDA 101.14 3.34 0.08

Dividend

Metric GTLB S Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric GTLB S Software Infrastructure median
Market cap 9.32b 8.13b 752.37m

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