$Alphabet(GOOG)$ Google's cybersecurity partner SentinelOne is moving nicely today. CrowdStrike reported revenue growth of 25.8% for 2Q27. An expanded AWS collaboration and accretive acquisitions could give SentinelOne a similar revenue growth rate as CRWD going forward.
The interesting part is the valuation gap. CRWD trades at around 38x sales, while SentinelOne trades for only about 6x sales. If SentinelOne traded at the same P/S ratio as CrowdStrike, its stock price would be roughly $119, representing an upside of about 475% from its current price.
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