Is the business good?
How good a business is S?
SentinelOne, Inc. earns −32% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.
−32%
Return on invested capital · cost of capital 9.0% · 41 points below what the capital costs: growth destroys value
- Operating margin
- −30%
Operating margin · Software - Infrastructure median 6.1% · 12 months to Q1 2027
- Share count, year on year
- +2.8%
Share count, year on year · shareholders own a smaller slice than a year ago
- R&D as % of revenue
- 33%
R&D as % of revenue
| Year | Operating margin |
|---|---|
| FY2021 | −124% |
| FY2022 | −130% |
| FY2023 | −95% |
| FY2024 | −61% |
| FY2025 | −40% |
| FY2026 | −32% |
Details›
- Gross margin12 months to Q1 2027
- 73%
- Operating margin12 months to Q1 2027
- −30%
- Net margin12 months to Q1 2027
- −30%
- Free cash flow margin
- 5.9%
- R&D as % of revenue
- 33%
- Revenue, trailing twelve months
- $1.05B
- Free cash flow, trailing twelve months
- $62M
- Net income, trailing twelve months
- −$319M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- −32%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.
Software - Infrastructure
Ranks #52 of 78 by Smart Score