The Filing Desk

Calix vs SentinelOne

Calix CALX · SentinelOne S · Application Software

SentinelOne reported revenue of $1.0 billion in fiscal 2026, about the same as Calix's $1.0 billion in fiscal 2025. Calix's revenue grew 20.3% in its latest year, and SentinelOne's grew 21.9%. Calix had an operating margin of 2.1%, against -32.1% at SentinelOne. Free cash flow was $116 million at Calix 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

CalixSentinelOne
Latest fiscal yearFY2025, Dec 31, 2025FY2026, Jan 31, 2026
Revenue$1.0B$1.0B
Revenue growth20.3%21.9%
Revenue growth a year, last 5 years13.1%60.8%
Gross margin56.8%74.1%
Operating margin2.1%−32.1%
Net margin1.8%−45.0%
Free cash flow$116M$76M
Free cash flow margin11.6%7.6%
Return on capital—−28.9%
Net debt to EBITDA——
Dividends and buybacks$94M$200M
Change in diluted share count5.2%4.9%
Last close$30.60$21.77
P/E at the last close44.3×—
Insider trades, last 12 monthssold $6.5 millionbought $595,600, sold $25.0 million
Piotroski F-score—3 of 9
Amounts in each company's own currency, US$ 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
CalixSentinelOne
Operating margin
Percent of revenue
CalixSentinelOne
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
CalixSentinelOne

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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 Calix and SentinelOne pages.