Both in Packaged Software
Elastic vs SentinelOne
Over the past year ESTC returned +22.2% and S returned +45.0%; their daily moves had a correlation of 0.50.
ESTC +22.2% S +45.0%Growth of $1, one year, split-adjusted
| Metric | ESTC | S |
|---|---|---|
| Price | $106.58 | $25.59 |
| Market cap | $11.19B | $8.91B |
| Today | +1.00% | −0.23% |
| 1 month | +20.0% | +9.8% |
| 6 months | +124.9% | +74.1% |
| Year to date | +41.3% | +70.6% |
| 1 year | +20.2% | +45.4% |
| Revenue growth (YoY) | +15.1% | +20.6% |
| Gross margin | 74.5% | 72.1% |
| Net margin | −3.5% | −32.0% |
| P/E (TTM) | 29.8× | — |
| Price / sales | 6.2× | 8.1× |
| Net cash | $889.8M | $655.2M |
| Dividend yield | — | — |
| Volatility (60d) | 62.0% | 63.2% |
| Short % of float | 4.5% | 7.2% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).