UiPath, Inc. (PATH) vs SentinelOne, Inc. (S)
UiPath, Inc. and SentinelOne, Inc. are both Software Infrastructure companies. SentinelOne, Inc. is the larger, with a market value of $8.4B against $6.6B — 1.3× the size. SentinelOne, Inc. has negative trailing earnings, so its P/E is not meaningful; UiPath, Inc. trades at 18.6×. SentinelOne, Inc. grew revenue faster over the last twelve months: 21.1% against 15.0%. UiPath, Inc. has the higher net margin (21.0% vs −31.0%) and the higher return on invested capital (14.4% vs −25.5%). Across the 18 metrics below, UiPath, Inc. leads on 16 and SentinelOne, Inc. on 2.
Valuation
Profitability
| Metric | PATH | S | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 82.55% | 72.54% | 61.23% |
| Operating margin | 8.89% | (29.46%) | 0.00% |
| Net margin | 21.03% | (30.95%) | 0.00% |
| Free cash flow margin | 21.09% | 2.81% | 1.67% |
| Return on equity | 20.03% | (23.01%) | 0.59% |
| Return on assets | 13.16% | (14.37%) | 0.00% |
| Return on invested capital | 14.42% | (25.50%) | 0.00% |
Growth
Health
Dividend
Size
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