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Netskope Inc. (NTSK) vs SentinelOne, Inc. (S)

Netskope Inc. and SentinelOne, Inc. are both Software Infrastructure companies. Netskope Inc. is the larger, with a market value of $8.9B against $7.5B — 1.2× the size. SentinelOne, Inc. has the higher net margin (−31.0% vs −91.8%) and the lower return on invested capital (−25.5% vs 0.00%). Across the 16 metrics below, SentinelOne, Inc. leads on 11 and Netskope Inc. on 5.

Valuation

Metric NTSK S Software Infrastructure median
P/E n/m n/m 24.43
P/S 10.97 6.71 2.81
P/B 56.16 5.09 2.88
Price to free cash flow n/m 238.85 17.94
EV/EBITDA n/m n/m 14.51
EV/Sales 10.51 6.13 2.91
Earnings yield (11.73%) (4.68%) 0.00%
Free cash flow yield (0.85%) 0.42% 0.49%

Profitability

Metric NTSK S Software Infrastructure median
Gross margin 69.92% 72.54% 57.45%
Operating margin (94.66%) (29.46%) 0.00%
Net margin (91.84%) (30.95%) 0.00%
Free cash flow margin (9.31%) 2.81% 0.00%
Return on equity 106.88% (23.01%) 0.00%
Return on assets (86.11%) (14.37%) 0.00%
Return on invested capital 0.00% (25.50%) 0.00%

Growth

Metric NTSK S Software Infrastructure median
Revenue growth (TTM) — 21.09% 14.28%
EPS growth (last fiscal year) 12.64% (48.91%) 18.26%
Revenue growth, 5-year CAGR — 60.83% 16.15%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric NTSK S Software Infrastructure median
Debt to equity 4.45 0.00 0.02
Current ratio 2.01 1.45 1.53
Net debt to EBITDA 0.79 3.34 0.05

Dividend

Metric NTSK S Software Infrastructure median
Dividend yield — — 1.06%
Payout ratio — — 0.29

Size

Metric NTSK S Software Infrastructure median
Market cap 8.85b 7.46b 661.51m

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