Stock analysis · Bull Rankings model

S analysis

SentinelOne, Inc.Software - Infrastructure. Scored on the same transparent model behind the daily rankings.

Cybersecurity
S
SentinelOne, Inc. · Software - Infrastructure
FCF$62mC-
Rev+21.4%A-
D/E
P/S6.0xC+
PEG
36Score
$18.40$6.3B
1Y Target$19.68Analyst consensus · 31 analysts
5Y Target$34.42Compound horizon
10Y Target$87.28Long-dated conviction
FCF$62mTTM
C-
FCF $62m — barely positive; fragile cash position
Rev+21.4%TTM YoY
A-
Revenue +21.4% — strong growth, well above S&P median (~7%)
D/E
D/E data unavailable — neutral default
P/S6.0x
C+
P/S 6.0x — above the Technology median (≈75th pctile)
PEG
PEG not meaningful — earnings growth negative or data unavailable

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 36
Quality0.22
Growth1.00
Value0.21
Why this score
  • Diluting shareholders
Entry · Margin of safety
52-week rangeNear 52-week high
11% off the 12-month high
vs DCF fair value273% aboveest. fair value ~$5
What the price assumes: free cash flow compounding at ~50% a year for the next decade — vs the ~25% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability33% · B+gross profit ÷ total assets (Novy-Marx)
ROIC-17.2% · Freturn on invested capital — not score-weighted
Why now
Software - Infrastructure · market cap $6.3b. 11% off the 52-week high of $20.71. Revenue growing +21%, comfortably above the S&P median. 31 sell-side analysts rate this a Buy with a mean 1-yr target of $19.68 (implying +7% upside).
Moat
Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk
Currently unprofitable (margin -30.4%) — path to GAAP profitability is the core thesis risk. ROE -22% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Horizon
1-3 yr $19.68 (31-analyst consensus) — catalyst-driven; binary events dominate. 5 yr $34.42 — requires the platform / technology to reach commercial scale. 10 yr $87.28 — return distribution heavily skewed.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Trend
-3.9 over 31 daily scores
From 39.9 (Jun 22) → 36.0 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
108
Position size
$1,987
4.0% of portfolio
Stop price
$13.80
25% below $18.40
$ at risk if stopped
$496.80
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

SentinelOne, Inc. (S): score, valuation & FAQ

SentinelOne, Inc. (S) is a Software - Infrastructure company that scores 36 out of 100 on the Bull Rankings quality-growth model — a weak reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are Rev (A-), while FCF (C-) rate weaker. On valuation, S sits about 273% above our discounted-cash-flow fair value — the current price implies roughly 50% annual free-cash-flow growth over the next decade.

Is S a good stock to buy?

Bull Rankings scores S 36 out of 100 on its quality-growth model, which is a weak reading. That is driven by Rev (A-). A score is a quantitative screen of SentinelOne, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does S score 36 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). S earns its highest marks on Rev (A-), and is held back by FCF (C-). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is S overvalued or undervalued?

Based on $18.40, S sits about 273% above our discounted-cash-flow fair value — the current price implies roughly 50% annual free-cash-flow growth over the next decade. Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in S?

Currently unprofitable (margin -30.4%) — path to GAAP profitability is the core thesis risk. ROE -22% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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