SentinelOne vs CrowdStrike | CRWD Stock vs S Stock

SentinelOne vs CrowdStrike, CrowdStrike vs SentinelOne. These are commonly used search terms by investors looking to find the best cybersecurity stock. Our methodology always prioritizes leaders over laggards, but the Gartner Endpoint Protection quadrant tells us that both SentinelOne and CrowdStrike are leaders. That may be the case, but Crowdstrike is also 6X the size of SentinelOne. While SentinelOne is growing revenues faster than CrowdStrike, that advantage will be eroded as they scale. If we were choosing between CRWD stock vs S stock, we'd go long CrowdStrike - and indeed we did. In this presentation, we talk about what valuation target we'd consider adding some shares of CrowdStrike stock at.

RESEARCH PIECES USED IN THIS VIDEO:
1. CrowdStrike Stock – What’s a Fair Valuation?
2. CrowdStrike Vs Zscaler: Which Stock is Better?
3. The World’s Most Elite Cybercrime Fighting Unit
4. AI Cybersecurity Stocks – SentinelOne vs. Darktrace
5. What is the Best Performing Tech Stock Ever?

CHAPTERS:
Intro
Hacking for profit
Gartner's Quandrant: CrowdStrike vs SentinelOne
What is endpoint protection?
Leadership: SentinelOne vs CrowdStrike
Comparing solutions: CRWD vs S
Other considerations
Conclusion

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DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our YouTube videos or on our website, whether for the purpose of making an investment or otherwise.

#sentinelOne #sstock #crowdstrike

[joepiv]

If you subscribe to our channel using the below link, our on-staff Romanian fortune teller will include your portfolio in her prayers this evening. 🔮

[sublyme]

A couple years ago our company POCd both products and ended up choosing SentinelOne. We liked both, but we liked SentinelOne's GUI a little more. The real selling point was S1's ability to quickly isolate the infected machine and show all actions taken by the bad actor, both locally and laterally. At the time CrowdStrike could isolate the machine, but not show everything that happened. They may have improved that by now. Both are excellent products, you can't go wrong with either one. It will come down to price and feature preferences.

The only CrowdStrike product we purchased and used was SecureCircle, which turned out to be a giant mess. They have since dropped the product, which was smart.

[bender]

I think its hilarious your analysis of markets (especially with biotech companies) is always spot on even though you don't discuss any of the technical details AT ALL. Your gingko bio works take ages better BY THE DAY. great work Joe. You may have a small channel but your analysis is very thorough!

[LoCoLeaderDK]

I love your take. I am a heavy buyer of Crowdstrike. Been looking to buy S and FTNT for a while now, mostly the looming potential acquisition by FTNT or crowdstrike of S.

[soundslight]

Thanks for this useful side by side comparison Joe. I noticed on one of the slides AAPL spelt slightly differently, just thought to mention, was also wondered absence of NVDA

[tootone]

Great video! Also at like 7:50 you called crowdstrike cloud flare. Obviously nbd, but I figured I'd let you know;)

[citizenpunx]

I feel like Fortinet is the best, followed by Palo Alto, and then CrowdStrike

Thoughts?

[RajeshChekuri]

Thoughts on SentinelOne after todays big drop, now valuation is way less than $CRWD

I think it seems a good time for a starter position, after a 35% drop market cap is around 4B, based on forward guidance that equates to a p/s ratio of 6.66, that's reasonable for a company that grows at 30% plus

They burned 30M from 1.1B cash, so it is not an issue with the balance sheet. If we exclude cash from the market cap we are paying 3B for the company.

[benjaminchin]

Could you do a $MANU stock analyze. Specifically focusing on the potential buyout

[RedFirefly]

Nice analysis.
Are you able to do a comparison between these 3 Brazilian competitors:??

PAGS ( PagSeguro Digital )

STNE ( StoneCo )

NU ( Nu bank )

Thank you.

[fashionman]

You should do a part 2 of this video now that sentinelone had bad earnings

[mangalpal]

Wonderful analysis.
I think Microsoft will slwoly will eat their lunch in cybersecurty space, same like they did in other feilds except serach where Google knocked them

[Blueraazor]

here now after crowdstrike took everything down lol

[frk]

Nice vid, now lets compare Crowdstrike performance now


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