Comparing CrowdStrike (NASDAQ:CRWD) & SentinelOne (NYSE:S)

SentinelOne (NYSE:S) and CrowdStrike (NASDAQ:CRWD) are both computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their institutional ownership, earnings, valuation, analyst recommendations, risk, dividends and profitability.

Volatility & Risk

SentinelOne has a beta of 0.77, indicating that its stock price is 23% less volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.13, indicating that its stock price is 13% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of current ratings for SentinelOne and CrowdStrike, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SentinelOne	0	10	17	3	2.77
CrowdStrike	1	19	26	0	2.54

SentinelOne presently has a consensus price target of $24.80, indicating a potential upside of 46.38%. CrowdStrike has a consensus price target of $460.8095, indicating a potential upside of 9.57%. Given SentinelOne’s stronger consensus rating and higher probable upside, equities research analysts clearly believe SentinelOne is more favorable than CrowdStrike.

Valuation & Earnings

This table compares SentinelOne and CrowdStrike”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
SentinelOne	$821.46 million	6.86	-$288.44 million	($1.32)	-12.83
CrowdStrike	$4.14 billion	25.34	-$19.27 million	($0.69)	-609.49

CrowdStrike has higher revenue and earnings than SentinelOne. CrowdStrike is trading at a lower price-to-earnings ratio than SentinelOne, indicating that it is currently the more affordable of the two stocks.

Insider and Institutional Ownership

90.9% of SentinelOne shares are held by institutional investors. Comparatively, 71.2% of CrowdStrike shares are held by institutional investors. 4.3% of SentinelOne shares are held by insiders. Comparatively, 3.3% of CrowdStrike shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Profitability

This table compares SentinelOne and CrowdStrike’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
SentinelOne	-49.36%	-15.95%	-10.89%
CrowdStrike	-4.17%	0.43%	0.17%

Summary

CrowdStrike beats SentinelOne on 9 of the 15 factors compared between the two stocks.

About SentinelOne

SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. Its Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. In addition, it offers endpoint protection, endpoint detection and response, cloud and identity security, attack surface management, mobile endpoint security, xdr power tools, watchtower, and vigilance MDR. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, California.

About CrowdStrike

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company was incorporated in 2011 and is headquartered in Austin, Texas.