Report
Jordan Lambert ...
  • Simon He
EUR 93.27 For Business Accounts Only

SentinelOne: Short Report

• The main source of alpha in the stock of SentinelOne is understanding the complexity. In this short report, we'll breakdown the knowledge barriers of the Antivirus industry and explain why SentinelOne has a better product than market-leading Crowdstrike.
• Given SentinelOne’s out-of-the-box solution and Crowdstrike’s solution that requires substantial configuration adjustments, we surmise that the former has a more scalable business which bodes very well for future growth.
Underlying
Provider
Convequity Ltd.
Convequity Ltd.

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Analysts
Jordan Lambert

Simon He

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