CrowdStrike Holdings, Inc. Class A Common Stock

SentinelOne, Inc.

Anyone have a strong opinion of the competitive positioning of **$CRWD** vs **$S**?

I wrote a piece recently comparing historical vs present day valuations, you can check that out here: 

[https://commonstock.com/post/c91b447a-9382-4d23-b153-16239d30d276](https://commonstock.com/post/c91b447a-9382-4d23-b153-16239d30d276)

As far as competitive positioning I think both have an incredibly long runway in the nascent XDR market. SentinelOne is and has been committed to the MSSP GTM strategy, which CrowdStrike is trying to catch up to now.

Both sides say their win rates are better, but I have seen some analysts I respect compare SentinelOne’s tech favorably to CrowdStrike.

Jared Watson

Cybersecurity Question

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