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. In the quarter to July 2026, revenue grew 16.8%, EPS fell 350.0% and free cash flow fell 18.6%, each against the same quarter a year earlier. Revenue growth for three consecutive years, operating cash flow growth for three.

21.79 1.73 +8.62%
Market cap
$11.5B
P/E
0.0×
Fwd P/E
−62.4×
Dividend yield
—
F-score
6/9
Altman Z
6.81
Beneish M
−2.25
Dividend safety
n/a

Insider Decisions trades per month

Total sells 31.49
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — 7 — — 7 — 1 7 1 — 8
Insider Ownership 86.74%

Capital & Financial Ratios $m

Market Cap 11,450.00
Revenue 1,165.54
Net Income (197.22)
Free Cash Flow 159.70
Net Debt (309.85)
Current Ratio 1.23
Debt/Equity 0.00 (at or below 0.5: strong)
P/E ratio 0.00
Fwd P/E (62.40) (negative: loss-making)
P/S ratio 10.63 (above 10: high)
P/B ratio 1.81
Past 5Y EPS Growth —
This Y EPS Growth 35.24% (at or above 15%: strong)
Next Y EPS Growth 23.77% (at or above 15%: strong)
Next Y revenue growth 18.63% (at or above 10%: strong)
Next 5Y EPS Growth 28.24% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 212 121 358 310
Receivables 213 254 335 276
Inventory — — — —
Other 70 91 118 136
531 512 851 777
2024 2025 2026 Q'26
Payables 9 4 6 13
ST’ Debt — — — —
Other — — — —
462 575 643 633

Compound Annual Growth %

10y 5y 3y
Sales — — 24.68%
Cash Flow — — 0.00%
Earnings — — 0.00%
Book Value — — 0.00%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Apr Jul Oct Jan Year
’26 (0.13) (0.09) — — —
’26 (0.42) (0.02) (0.06) (0.06) (0.54)
’25 (0.49) (1.05) (0.72) (4.29) (12.91)
’24 — — — — (4.90)
Fiscal quarters ending in the months shown.

Revenue $m

Apr Jul Oct Jan Year
’26 280 309 — — —
’26 230 264 282 295 1,071
’25 188 199 235 240 862
’24 — — — — 700
’23 — — — — 553
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Apr Jul Oct Jan Year
’26 38 45 — — —
’26 (97) 50 54 64 71
’25 (55) (53) (12) 14 (106)
’24 — — (198) (52) (250)
’23 — — — (321) (321)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Apr Jul Oct Jan Year
’26 33 37 — — —
’26 (101) 46 33 57 35
’25 (58) (57) (17) 12 (120)
’24 — — (200) (53) (255)
’23 — — — (328) (328)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.6
1Buy 2 3Hold 4 5Sell

Ten 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 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Price, $
Price, $ Low — — — — — — — — 15.05 10.30 (31.6%) ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
High — — — — — — — — 26.35 22.29 (15.4%) ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
People
People Employees — — — — — — — — 2,738 3,229 +17.9% ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
Revenue/emp, $m — — — — — 0.00 0.00 0.00 0.31 0.33 n/m ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
Income, $m
Income, $m Revenue — — — — — 450 553 700 862 1,071 +24.2% 1,271 1,511 1,790 +18.7%
Gross margin, % — — — — — 74.35 63.89 60.46 64.52 64.47 (9.9) pt
EBT — — — — — (63) (393) (512) (377) (326) +50.8%
EBT margin, % — — — — — (14.01) (71.15) (73.24) (43.71) (30.43) (16.4) pt
Net income — — — — — (63) (332) (395) (316) (270) +43.8%
Depreciation — — — — — 46 153 279 275 267 +55.4%
Per share, $
Per share, $ Revenue — — — — — 0.00 6.95 8.66 10.29 1.97 n/m
Earnings — — — — — — (4.18) (4.90) (12.91) (0.54) (49.4%)
Cash flow — — — — — 0.00 (4.03) (3.10) (1.27) 0.13 n/m
Capex — — — — — 0.00 (0.09) (0.06) (0.16) (0.07) n/m
Free cash flow — — — — — 0.00 (4.12) (3.16) (1.43) 0.06 n/m
Book value — — — — — 0.00 (2.30) (6.70) (66.75) 12.58 n/m
Shares, m — — — — — — 80 81 84 544 +89.8%
Valuation, ×
Valuation, × P/E — — — — — 0.00 0.00 0.00 0.00 0.00 0.0
P/S — — — — — 2.14 2.14 2.14 2.14 7.98 3.3
P/B — — — — — 0.00 0.00 0.00 0.00 1.25 0.2
EV/Sales — — — — — 3.19 3.19 3.19 3.19 8.61 4.3
EV/FCF — — — — — (22.88) (22.88) (22.88) (22.88) 263.26 34.3
Cash, $m
Cash, $m Operating cash flow — — — — — (9) (321) (250) (106) 71 n/m
Capex — — — — — (4) (7) (4) (14) (36) +72.8%
Free cash flow — — — — — (13) (328) (255) (120) 35 n/m
Balance, $m
Balance, $m Working capital — — — — — — 292 69 (62) 207 (10.8%)
Total debt — — — — — — 1,558 1,562 1,024 — (18.9%)
Net debt — — — — — — 1,134 1,351 903 (358) n/m
Shareholders’ equity — — — — — — (183) (541) (5,588) 6,846 n/m
Returns, %
Returns, % ROA — — — — — 0.00 (8.39) (12.62) (14.40) (3.92) (3.9) pt
ROIC — — — — — 0.00 (20.78) (25.69) 0.00 (2.96) (3.0) pt
ROE — — — — — 0.00 0.00 270.28 35.25 (46.72) (46.7) pt
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

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. $15.5B 16.0× 20.6× +1.26% (above 0%: growing) −0.53% (below 0%: shrinking) −35.82% (below 0%: shrinking) 86.77% 27.48% Compare
GEN Gen Digital Inc. $14.9B 14.3× 14.8× +6.28% (above 0%: growing) +63.64% (above 0%: growing) +3.86% (above 0%: growing) 77.02% 33.16% Compare
GDDY GoDaddy Inc. $14.5B 16.5× 15.2× +6.60% (above 0%: growing) +27.78% (above 0%: growing) +16.39% (above 0%: growing) 63.81% 26.39% Compare
AKAM Akamai Technologies, Inc. $13.1B 32.7× 34.5× +5.38% (above 0%: growing) −23.61% (below 0%: shrinking) −57.30% (below 0%: shrinking) 55.81% 7.30% Compare
SAIL SailPoint, Inc. $11.5B — (loss-making) — (loss-making) +16.82% (above 0%: growing) n/m −18.60% (below 0%: shrinking) 66.51% (19.09%)
DOCN DigitalOcean Holdings, Inc. $10.8B 36.9× 182× +28.57% (above 0%: growing) −17.07% (below 0%: shrinking) −63.43% (below 0%: shrinking) 55.00% 10.45% Compare
PAYP PayPay Corporation $10.2B — — — — — 100.00% 27.20% Compare
GTLB GitLab Inc. $9.1B — (loss-making) — (loss-making) +21.31% (above 0%: growing) n/m −107.11% (below 0%: shrinking) 84.06% (19.89%) Compare
NTSK Netskope Inc. $9.1B — (loss-making) — (loss-making) +29.15% (above 0%: growing) n/m −51.62% (below 0%: shrinking) 73.92% (40.72%) Compare
Median of peers $12.0B 16.5× 20.6× +6.60% −0.53% −51.62% 75.47% 18.42%

All 188 Software Infrastructure stocks →

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stockrow.com/SAIL · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com