DigitalOcean Holdings, Inc. (DOCN) vs SailPoint, Inc. (SAIL)
DigitalOcean Holdings, Inc. and SailPoint, Inc. are both Software Infrastructure companies. DigitalOcean Holdings, Inc. is the larger, with a market value of $16.7B against $12.8B — 1.3× the size. SailPoint, Inc. has negative trailing earnings, so its P/E is not meaningful; DigitalOcean Holdings, Inc. trades at 55.2×. DigitalOcean Holdings, Inc. grew revenue faster over the last twelve months: 21.4% against 20.1%. DigitalOcean Holdings, Inc. has the higher net margin (23.3% vs −16.9%) and the higher return on invested capital (6.10% vs −2.10%). Across the 18 metrics below, DigitalOcean Holdings, Inc. leads on 11 and SailPoint, Inc. on 7.
Valuation
Profitability
| Metric | DOCN | SAIL | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 57.22% | 66.22% | 61.23% |
| Operating margin | 14.80% | (18.92%) | 0.00% |
| Net margin | 23.27% | (16.92%) | 0.00% |
| Free cash flow margin | (0.44%) | 13.70% | 1.67% |
| Return on equity | 62.27% | (2.88%) | 0.59% |
| Return on assets | 9.71% | (2.62%) | 0.00% |
| Return on invested capital | 6.10% | (2.10%) | 0.00% |
Growth
Health
Dividend
Size
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