SentinelOne, Inc. (S) vs SailPoint, Inc. (SAIL)

SentinelOne, Inc. and SailPoint, Inc. are both Software Infrastructure companies. SailPoint, Inc. is the larger, with a market value of $11.0B against $8.1B — 1.4× the size. SentinelOne, Inc. grew revenue faster over the last twelve months: 21.1% against 20.1%. SailPoint, Inc. has the higher net margin (−16.9% vs −31.0%) and the higher return on invested capital (−2.10% vs −25.5%). Across the 17 metrics below, SailPoint, Inc. leads on 11 and SentinelOne, Inc. on 6.

Valuation

Metric S SAIL Software Infrastructure median
P/E n/m n/m 26.15
P/S 7.18 9.32 2.87
P/B 5.45 1.58 2.94
Price to free cash flow 255.67 68.05 17.26
EV/EBITDA n/m 267.18 15.00
EV/Sales 6.60 9.94 2.95
Earnings yield (4.37%) (1.78%) 0.00%
Free cash flow yield 0.39% 1.47% 0.39%

Profitability

Metric S SAIL Software Infrastructure median
Gross margin 72.54% 66.22% 59.21%
Operating margin (29.46%) (18.92%) 0.00%
Net margin (30.95%) (16.92%) 0.00%
Free cash flow margin 2.81% 13.70% 0.00%
Return on equity (23.01%) (2.88%) 0.00%
Return on assets (14.37%) (2.62%) 0.00%
Return on invested capital (25.50%) (2.10%) 0.00%

Growth

Metric S SAIL Software Infrastructure median
Revenue growth (TTM) 21.09% 20.13% 13.57%
EPS growth (last fiscal year) (48.91%) 95.82% 20.22%
Revenue growth, 5-year CAGR 60.83% — 16.02%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric S SAIL Software Infrastructure median
Debt to equity 0.00 0.00 0.02
Current ratio 1.45 1.23 1.54
Net debt to EBITDA 3.34 8.93 0.05

Dividend

Metric S SAIL Software Infrastructure median
Dividend yield — — 1.09%
Payout ratio — — 0.30

Size

Metric S SAIL Software Infrastructure median
Market cap 8.06b 10.96b 655.75m

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