Nutanix (NTNX) vs SailPoint, Inc. (SAIL)
Nutanix and SailPoint, Inc. are both Software Infrastructure companies. Nutanix is the larger, with a market value of $18.5B against $12.8B — 1.4× the size. SailPoint, Inc. has negative trailing earnings, so its P/E is not meaningful; Nutanix trades at 12.2×. SailPoint, Inc. grew revenue faster over the last twelve months: 20.1% against 12.4%. Nutanix has the higher net margin (52.8% vs −16.9%) and the higher return on invested capital (0.00% vs −2.10%). Across the 19 metrics below, Nutanix leads on 16 and SailPoint, Inc. on 3.
Valuation
Profitability
| Metric | NTNX | SAIL | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 86.80% | 66.22% | 61.23% |
| Operating margin | 9.60% | (18.92%) | 0.00% |
| Net margin | 52.81% | (16.92%) | 0.00% |
| Free cash flow margin | 29.46% | 13.70% | 1.67% |
| Return on equity | 37,461.61% | (2.88%) | 0.59% |
| Return on assets | 36.06% | (2.62%) | 0.00% |
| Return on invested capital | 0.00% | (2.10%) | 0.00% |
Growth
Health
Dividend
Size
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