SentinelOne reported 23% year-over-year revenue growth in Q1 of fiscal 2026, achieving a record free cash flow margin of 20%. The company’s Annual Recurring Revenue (ARR) for data solutions surpassed $100 million, driven by strong adoption of its Singularity platform, which integrates endpoint, cloud, data, and AI security.
Fortinet, on the other hand, experienced a 29% year-over-year growth in its AI-powered SecOps business in the first quarter of 2025, contributing 10% to its overall business. The company anticipates revenues of $6.75 billion for 2025, reflecting year-over-year growth of 13.36%. Meanwhile, Fortinet’s earnings estimate stands at $2.47 per share, indicating a 4.22% increase year over year.
While Fortinet’s stock has increased by 10.8% year to date, SentinelOne’s shares have dropped 17.5%. SentinelOne is viewed as a potentially undervalued option with a forward P/S ratio of 5.55X compared to Fortinet’s 11.19X. Analysts suggest that SentinelOne has greater growth potential approaching 2025, coupled with innovative advancements in their security offerings.
