NASDAQ · SAIL

SailPoint, Inc.

Technology · Software - Infrastructure

$17.64▲ 0.34% ($0.06)at close

After hours$17.75▲ 0.62%7:30 PM ET

52-week

$10.30$24.00

Market cap

$10.01B

P/E

-52.10

Volume

5.25M

Shares outstanding

567.18M

Valuation

Recommended · Earnings yield

Price used

$17.64

Earnings yield

0.23%

Reported earnings

10-year Treasury benchmark: 4.94%

USD · Annual earnings · 2018 (EPS fallback)

Trailing earnings are unavailable; the latest annual EPS is used.

Method, dates & sources

Earnings per share divided by the price used, compared with the 10-year Treasury rate.

Price timestamp: Sep 10, 2026, 8:00 PM UTC
Financial statement period: Annual earnings · 2018 (EPS fallback)
Data refreshed: Sep 11, 2026, 6:35 AM UTC · provider

Why this method?

The company is still too young and does not have a stable, multi-year FCFF base. Use EV/Revenue multiples and comparable transactions instead of a DCF.

Is FCFF positive and has it been for 3+ consecutive years? Latest FCFF is not positive.

Is there enough operating history to anchor a DCF? Only 1 years of public or statement history are available, so multiples are more decision-useful than a DCF here.

Price vs Fundamentals

Why The Stock Is Moving

Mixed / unclearLow confidence

1Y Price: -10.95%Revenue (TTM): 20.13%FCF (TTM): 214.05%

What changed

The stock fell 10.95% over the last year. Revenue grew 20.13% over the trailing twelve months. Operating margin moved from -15.45% to -18.56%. Free cash flow grew 214.05% over the trailing twelve months.

What the market seems to be pricing

The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.

What would invalidate this read

Operating margin currently stands at -18.56%. A decisive move in revenue — currently up 20.13% — would be the clearest signal to resolve the ambiguity.

Performance

Monthly returns

Company profile

SailPoint, Inc. delivers comprehensive enterprise identity security platforms to organizations across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions.

CEOMark D. McClain

SectorTechnology

IndustrySoftware - Infrastructure

Employees3,229

IPO dateFeb 13, 2025

https://www.sailpoint.com

Market multiples

Forward P/E—

EV/EBITDA-93.56

Enterprise value$8.48B

Stock splits

No stock splits recorded for this ticker.

Profitability & growth

Revenue growth16.82%

Gross margin64.22%0.0ppvs FY2025

Operating margin-18.56%▼6.8ppvs FY2025

ROE-2.88%

Analyst consensus

RatingBuy

Target price$20.71▲17.40%

Buy

Hold

Sell

Analyst ratings tend to be lagging indicators. Use as one signal among many.

Earnings

Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.

Next report

Dec 8, 2026

Q4 FY26 · EPS est $0.08 · Revenue est $328.36M

View