Sentinelone, Inc
$6.12B- Market cap
- $6.75B
- Debt
- +$95.00K
- Cash
- −$628.67M
Capital structure 100% equity / 0% debt · EV / Revenue 6.11x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · Mkt cap
Decision snapshot: S stock price near parity vs FFIV $19.88 current versus $21.72 implied using P/S multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at FFIV's multiple
Implied fair value · at S's multiple
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Multiple discount
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: S FY 2026 (ended Jan 31, 2026) · FFIV FY 2025 (ended Sep 30, 2025). Fiscal years are not aligned.
Trendline
Six fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 100% equity / 0% debt · EV / Revenue 6.11x
Capital structure 98% equity / 2% debt · EV / Revenue 6.86x · EV / EBITDA 24.89x
FFIV carries the larger enterprise value at $21.19B against $6.12B; S trades on the lower EV / Revenue multiple (6.11x vs 6.86x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
SENTINELONE, INC · implied price per share
At least 3 of the last 5 annual free-cash-flow observations must be positive.
F5, INC. · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Debt / equity
Total debt against shareholders' equity
0.00x
0.12x
Net debt / EBITDA
Leverage against operating earnings
2.76x
-1.09x
Cash and equivalents
Liquid reserves on the balance sheet
$628.67M
$1.34B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
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$95.00K
$419.78M
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe S can sustain 20%+ revenue growth while materially improving operating margins, then the stock looks reasonably attractive because the implied price of $22.31 is above the current $19.06 and below FFIV's richer profitability profile; if not, the current valuation is only partially justified by fundamentals.
S is priced below FFIV-implied value of $22.31, suggesting about 17.0% upside from the current price of $19.06. However, the valuation gap is supported more by faster revenue growth than by earnings or cash-flow quality.
Supporting Metrics