Substack · Compounding Your Wealth · Sergey
Q2 2026 SaaS Performance
Q2 2026 SaaS Deep Dive: Revenue Beats, DBNRR, CAC Payback, RDI Score, Margins, Valuation, SBC/Revenue, and Shareholder Dilution.
US · 3 entries · 3 publications
S
SentinelOne, Inc.
- Entries
- 3
- Bullish
- 1
- Bearish
- 0
- First
- Mar 18, 2026
- Latest
- Oct 25, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on S at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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1Timeline
Newest to oldest- October 2026 2 entries
Substack · Compounding Your Wealth · Sergey, Ray Myers
$CRWD vs. $S: Two AI-Powered Cybersecurity Platforms, Similar Growth Expectations, but Radically Different Valuations
$CRWD vs. $S: Valuation Comparison, Market Leadership, Economic Moats, Revenue Growth, Product Innovations, Key Financial Metrics, Balance Sheet Strength, and Investment Risks.
Substack · Global Equity Briefing · Ray Myers, Sergey
$CRWD vs. $S: Which is the better Buy?
$CRWD vs. $S: Valuation Comparison, Market Leadership, Economic Moats, Revenue Growth, Product Innovations, Key Financial Metrics, Balance Sheet Strength, and Investment Risks.
- March 2026 1 entry
Substack · Part-Time Compounding · Francesco Ferrari
SentinelOne: misunderstood 10-bagger or growth trap?
The risk-reward in numbers
Since publication +77.3% α +61.5 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.