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Friday 6 November 2026
Export SAIL’s income statement to Excel — free account
SailPoint, Inc.
SAIL Technology Software Infrastructure
SailPoint, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $1.1 billion, up 24.4% from fiscal 2025.
- Revenue
- +16.8%
- EPS
- −350.0%
- Free cash flow
- −18.6%
Quarter to July 2026, against a year earlier
18.49
1.23
−6.24%
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Target Price Range
Analyst price targets
Free accountTen years at a glance Fiscal years to January
| Ten-year view | Analyst estimates Powerpack | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group | Line | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | TTM Jul ’26 | Trend | 10 yrs | 2027e | 2028e | 2029e | Next 3/yr |
| Income, $m | ||||||||||||||||||
| Income, $m | Revenue | — | — | — | — | — | 450 | 553 | 700 | 862 | 1,071 | 1,166 | +24.2% | 1,271 | 1,511 | 1,790 | +18.7% | |
| Gross margin, % | — | — | — | — | — | 74.35 | 63.89 | 60.46 | 64.52 | 64.47 | 66.22 | (9.9) pt | ||||||
| EBT | — | — | — | — | — | (63) | (393) | (512) | (377) | (326) | (217) | +50.8% | ||||||
| EBT margin, % | — | — | — | — | — | (14.01) | (71.15) | (73.24) | (43.71) | (30.43) | (18.62) | (16.4) pt | ||||||
| Net income | — | — | — | — | — | (63) | (332) | (395) | (316) | (270) | (197) | +43.8% | ||||||
| Per share, $ | ||||||||||||||||||
| Per share, $ | Revenue | — | — | — | — | — | 0.00 | 6.95 | 8.66 | 10.29 | 1.97 | 2.05 | n/m | |||||
| Earnings | — | — | — | — | — | — | (4.18) | (12.13) | (12.91) | (0.54) | (0.34) | (49.4%) | ||||||
| Cash flow | — | — | — | — | — | 0.00 | (4.03) | (3.10) | (1.27) | 0.13 | 0.35 | n/m | ||||||
| Capex | — | — | — | — | — | 0.00 | (0.09) | (0.06) | (0.16) | (0.07) | (0.07) | n/m | ||||||
| Free cash flow | — | — | — | — | — | 0.00 | (4.12) | (3.16) | (1.43) | 0.06 | 0.28 | n/m | ||||||
| Book value | — | — | — | — | — | 0.00 | (2.30) | (6.70) | (66.75) | 12.58 | 12.08 | n/m | ||||||
| Shares, m | — | — | — | — | — | — | 80 | 81 | 84 | 544 | 559 | +89.8% | ||||||
| Valuation, × | ||||||||||||||||||
| Valuation, × | P/E | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.0 | |||||
| P/S | — | — | — | — | — | 2.14 | 2.14 | 2.14 | 2.14 | 7.98 | 9.01 | 3.3 | ||||||
| P/B | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 1.25 | 1.53 | 0.2 | ||||||
| EV/Sales | — | — | — | — | — | 3.19 | 3.19 | 3.19 | 3.19 | 8.61 | 9.63 | 4.3 | ||||||
| EV/FCF | — | — | — | — | — | (22.88) | (22.88) | (22.88) | (22.88) | 263.26 | 70.25 | 34.3 | ||||||
| Cash, $m | ||||||||||||||||||
| Cash, $m | Operating cash flow | — | — | — | — | — | (9) | (321) | (250) | (106) | 71 | 201 | n/m | |||||
| Capex | — | — | — | — | — | (4) | (7) | (4) | (14) | (36) | (41) | +72.8% | ||||||
| Free cash flow | — | — | — | — | — | (13) | (328) | (255) | (120) | 35 | 160 | n/m | ||||||
| Balance, $m | ||||||||||||||||||
| Balance, $m | Working capital | — | — | — | — | — | — | 292 | 69 | (62) | 207 | 144 | (10.8%) | |||||
| Net debt | — | — | — | — | — | — | 1,134 | 1,351 | 903 | (358) | (310) | n/m | ||||||
| Shareholders’ equity | — | — | — | — | — | — | (183) | (541) | (5,588) | 6,846 | 6,862 | n/m | ||||||
| Returns, % | ||||||||||||||||||
| Returns, % | ROA | — | — | — | — | — | 0.00 | (8.39) | (12.62) | (14.40) | (3.92) | (2.62) | (3.9) pt | |||||
| ROIC | — | — | — | — | — | 0.00 | (20.78) | (25.69) | 0.00 | (2.96) | (2.10) | (3.0) pt | ||||||
| ROE | — | — | — | — | — | 0.00 | 0.00 | 270.28 | 35.25 | (46.72) | (2.88) | (46.7) pt | ||||||
| People | ||||||||||||||||||
| People | Employees | — | — | — | — | — | — | — | — | 2,738 | 3,229 | — | +17.9% | |||||
| Revenue/emp, $m | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.31 | 0.33 | — | n/m | ||||||
Negative figures in brackets.
estimates
Fiscal years to Jan 2026 · latest quarter Jul 2026 · fundamentals updated 25 Oct 2026
Business profile
SailPoint, Inc. vs peers in Software Infrastructure (Q) = latest quarter vs a year earlier
| Company | Market cap | P/E | Fwd P/E | Revenue growth (Q) | EPS growth (Q) | FCF growth (Q) | Gross margin (Q) | EBIT margin (Q) | Compare |
|---|---|---|---|---|---|---|---|---|---|
| CHKP Check Point Software Technologies Ltd. | $15.1B | 17.7× | 19.7× | −1.14% (below 0%: shrinking) | −45.32% (below 0%: shrinking) | +9.88% (above 0%: growing) | 86.91% | 26.46% | Compare |
| GDDY GoDaddy Inc. | $14.6B | 16.4× | 15.6× | +6.05% (above 0%: growing) | +36.60% (above 0%: growing) | +9.40% (above 0%: growing) | 62.83% | 27.02% | Compare |
| AKAM Akamai Technologies, Inc. | $11.2B | 27.6× | 34.2× | +5.38% (above 0%: growing) | −23.61% (below 0%: shrinking) | −57.30% (below 0%: shrinking) | 55.81% | 7.30% | Compare |
| SAIL SailPoint, Inc. | $10.5B | — (loss-making) | — (loss-making) | +16.82% (above 0%: growing) | n/m | −18.60% (below 0%: shrinking) | 66.51% | (19.09%) | |
| PAYP PayPay Corporation | $9.7B | — | — | — | — | — | 100.00% | 28.08% | Compare |
| NTSK Netskope Inc. | $8.9B | — (loss-making) | — (loss-making) | +29.15% (above 0%: growing) | n/m | −51.62% (below 0%: shrinking) | 73.92% | (40.72%) | Compare |
| DOCN DigitalOcean Holdings, Inc. | $8.3B | 171× | 175× | +39.87% (above 0%: growing) | n/m | +85.62% (above 0%: growing) | 50.15% | 10.28% | Compare |
| GTLB GitLab Inc. | $8.2B | — (loss-making) | — (loss-making) | +21.31% (above 0%: growing) | n/m | −107.11% (below 0%: shrinking) | 84.06% | (19.89%) | Compare |
| S SentinelOne, Inc. | $7.5B | — (loss-making) | — (loss-making) | +20.56% (above 0%: growing) | n/m | −83.92% (below 0%: shrinking) | 72.07% | (31.08%) | Compare |
| Median of peers | $9.3B | 22.6× | 27.0× | +20.56% | −23.61% | −51.62% | 73.00% | 8.79% |
From the latest earnings call
- CEO Mark McClain said AI-driven solutions accounted for more than 30% of net new ARR in Q2 and that the AI-driven pipeline had more than doubled.
- CFO Brian Carolan said a higher SaaS mix created an approximately $5 million revenue timing headwind in Q2 because SaaS revenue is recognized over time.
Largest institutional holders 13F, quarter to 30 June 2026
Held by institutions
101.52%
Held by the ten largest
92.92%
| Holder | Shares | Stake | Change |
|---|---|---|---|
| THOMA BRAVO, L.P. | 479.84m | 84.60% | 0.00 |
| Norges Bank | 13.06m | 2.30% | +13.06m |
| Vanguard | 5.46m | 0.96% | +194.03k |
| UBS | 4.58m | 0.81% | +2.54m |
| WASATCH ADVISORS LP | 4.52m | 0.80% | +4.52m |
| BlackRock | 4.44m | 0.78% | +749.71k |
| Stephens Investment Management Group LLC | 4.15m | 0.73% | +1.26m |
| GW&K Investment Management, LLC | 4.02m | 0.71% | +929.98k |
| Driehaus Capital Management LLC | 3.57m | 0.63% | +3.57m |
| Point72 Asset Management, L.P. | 3.35m | 0.59% | +289.06k |
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.
Pay and ownership Proxy statement filed 24 April 2026
Chief executive’s pay
| Year | Total pay | Actually paid | $100 invested |
|---|---|---|---|
| 2026 | 80.10m | 87.72m | 71.32 |
Ownership
Directors and executive officers, together
1.70%
Thoma Bravo
84.60%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards
at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s
shares at the start of the earliest year shown was worth at each year’s end.
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more.
Read the proxy statement
SailPoint, Inc. (SAIL) Latest News
23 Oct
7 Oct
6 Oct
9 Sep
SAIL metrics, ten years each
- Revenue
- Net income
- EPS (diluted)
- EBITDA
- Free cash flow
- Operating cash flow
- Gross margin
- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- EV/EBITDA
- EV/Sales
- EV/FCF
- Return on equity
- Return on assets
- Return on invested capital
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
- Beneish M-score
SailPoint sells identity security software to enterprises and other large organizations. Its software helps customers see which people and digital identities can access applications and data, decide what access they should have, and manage that access as circumstances change. The identities can belong to employees, contractors, machines, or AI agents.
For example, an organization can use SailPoint to give a new employee access to appropriate applications, review that access for compliance, and remove it when it is no longer needed. The software also helps identify and govern machine accounts and assign human owners to them. Its analytics and AI capabilities support tasks such as recommending access decisions and spotting unusual access patterns.