So, I just saw a suggestion for CRWD and was looking for it's competitors - and saw SentinelOne.
SentinelOne's revenue is growing at 30%+ for last 5 years but stock is down 60%. CRWD has a revenue of $3.95B and market cap of $127B (that's 32x) but SentinelOne with a revenue of $0.8B has a market cap of only $5.4B (which is 6.75x). Although SentinelOne's net income is negative $-288M but is that bad for a growth stock?
Another thing I look at is Glassdoor ratings and SentinelOne is at 4.4 with 800+ ratings. That is high imho.
So, what am I missing? Seems like the stock price is quite low. Any historical reason?