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SentinelOne, Inc. (S) vs Zeta Global Holdings Corp. (ZETA)

SentinelOne, Inc. and Zeta Global Holdings Corp. are both Software Infrastructure companies. SentinelOne, Inc. and Zeta Global Holdings Corp. are of similar size ($7.5B and $7.4B). Zeta Global Holdings Corp. grew revenue faster over the last twelve months: 35.9% against 21.1%. Zeta Global Holdings Corp. has the higher net margin (−0.14% vs −31.0%) and the higher return on invested capital (1.89% vs −25.5%). Across the 19 metrics below, Zeta Global Holdings Corp. leads on 15 and SentinelOne, Inc. on 4.

Valuation

Metric S ZETA Software Infrastructure median
P/E n/m n/m 24.43
P/S 6.71 4.63 2.81
P/B 5.09 7.85 2.88
Price to free cash flow 238.85 36.01 17.94
EV/EBITDA n/m 66.43 14.51
EV/Sales 6.13 4.56 2.91
Earnings yield (4.68%) (0.07%) 0.00%
Free cash flow yield 0.42% 2.78% 0.49%

Profitability

Metric S ZETA Software Infrastructure median
Gross margin 72.54% 59.48% 57.45%
Operating margin (29.46%) 1.57% 0.00%
Net margin (30.95%) (0.14%) 0.00%
Free cash flow margin 2.81% 12.86% 0.00%
Return on equity (23.01%) (0.27%) 0.00%
Return on assets (14.37%) (0.17%) 0.00%
Return on invested capital (25.50%) 1.89% 0.00%

Growth

Metric S ZETA Software Infrastructure median
Revenue growth (TTM) 21.09% 35.91% 14.28%
EPS growth (last fiscal year) (48.91%) 63.16% 18.26%
Revenue growth, 5-year CAGR 60.83% 28.80% 16.15%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric S ZETA Software Infrastructure median
Debt to equity 0.00 0.21 0.02
Current ratio 1.45 2.38 1.53
Net debt to EBITDA 3.34 (1.58) 0.05

Dividend

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

Size

Metric S ZETA Software Infrastructure median
Market cap 7.46b 7.40b 661.51m

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