Blackbaud vs SentinelOne
Blackbaud reported revenue of $1.1 billion in fiscal 2025, about the same as SentinelOne's $1.0 billion in fiscal 2026. Blackbaud's revenue fell 2.3% in its latest year, and SentinelOne's grew 21.9%. Blackbaud had an operating margin of 16.9%, against -32.1% at SentinelOne. Free cash flow was $258 million at Blackbaud and $76 million at SentinelOne. Their fiscal years end in different months (December 31 and January 31), so the periods don't line up exactly.
Side by side
| Blackbaud | SentinelOne | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2026, Jan 31, 2026 |
| Revenue | $1.1B | $1.0B |
| Revenue growth | −2.3% | 21.9% |
| Revenue growth a year, last 5 years | 4.3% | 60.8% |
| Gross margin | 58.8% | 74.1% |
| Operating margin | 16.9% | −32.1% |
| Net margin | 10.2% | −45.0% |
| Free cash flow | $258M | $76M |
| Free cash flow margin | 22.9% | 7.6% |
| Return on capital | 14.5% | −28.9% |
| Net debt to EBITDA | 3.9x | — |
| Dividends and buybacks | $217M | $200M |
| Change in diluted share count | −4.1% | 4.9% |
| Last close | $55.07 | $25.50 |
| P/E at the last close | 17.2× | — |
| Insider trades, last 12 months | sold $5.8 million | bought $595,600, sold $26.7 million |
| Piotroski F-score | 8 of 9 | 3 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
BlackbaudSentinelOne
Operating margin
Percent of revenue
BlackbaudSentinelOne
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
BlackbaudSentinelOne
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Blackbaud and SentinelOne pages.