Qualys, Inc. (QLYS) vs SentinelOne, Inc. (S)
Qualys, Inc. and SentinelOne, Inc. are both Software Infrastructure companies. SentinelOne, Inc. is the larger, with a market value of $8.4B against $6.3B — 1.3× the size. SentinelOne, Inc. has negative trailing earnings, so its P/E is not meaningful; Qualys, Inc. trades at 29.7×. SentinelOne, Inc. grew revenue faster over the last twelve months: 21.1% against 10.4%. Qualys, Inc. has the higher net margin (29.4% vs −31.0%) and the higher return on invested capital (111.1% vs −25.5%). Across the 19 metrics below, Qualys, Inc. leads on 13 and SentinelOne, Inc. on 6.
Valuation
Profitability
| Metric | QLYS | S | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 83.33% | 72.54% | 61.23% |
| Operating margin | 34.36% | (29.46%) | 0.00% |
| Net margin | 29.38% | (30.95%) | 0.00% |
| Free cash flow margin | 44.66% | 2.81% | 1.67% |
| Return on equity | 38.59% | (23.01%) | 0.59% |
| Return on assets | 19.92% | (14.37%) | 0.00% |
| Return on invested capital | 111.08% | (25.50%) | 0.00% |
Growth
Health
Dividend
Size
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