Aug. 14 at 4:13 PM
$NET If you like NET, you'll love Sentinel One(S) based on its valuation:
Rev Growth P/S Forward PE Debt MC
NET 27-28% 43 238
$3.52B
$117B
$2.2B (CD)
S 20-21% 7 65 0
$8B
Sentinel One(S) has zero debt,
$812M in cash, plus an estimated
$500M equity stake in Anthropic, given its
$2T estimated IPO valuation for October. The Anthropic stake could be worth 25x in 5 years.
https://247wallst.com/investing/2026/07/13/the-6-billion-cybersecurity-prize-tech-giants-are-circling/
*Google recently acquired private cybersecurity company WIZ for 32x sales or
$32B. Sentinel One(S) has more advanced cybersecurity technology than WIZ , as seen in the link below:
https://www.sentinelone.com/vs/wiz/?utm_campaign=amer-us-brand&utm_source=google&utm_medium=paid-search&utm_content=undefined&utm_term=sentinel+one&gclid=Cj0KCQjw7eXTBhDBARIsAKF-w46OZOyW-aSHWEgsXHb2Bi6uGUCsNDdL88lLCuSh5U8eBtv-TMzyFigaAv0qEALw_wcB
