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SAIL SailPoint, Inc.

Trailing twelve months to 2026-04-30 · as filed 2026-06-10, not restated
Technology

Scale

Market cap
$11.8bn
Revenue TTM
$1.1bn
Net income TTM
$-157m
Free cash flow
$201m
Composite score
41.0
Sector rank
#645

Valuation

P / E
EV / EBITDA
1,201.9
EV / sales
10.1
FCF yield
1.71%
Earnings yield vs 10-yr
-6.07pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-14.0%
EBITDA margin
0.8%
ROE
-2.3%
ROIC
-3.1%
Revenue growth
24.0%

Insider activity, last 90 days

Net open-market
$-7.96m
Buyers
0
Sellers
7

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The approximate number of customers at each annual recurring revenue ("ARR") level are as follows: The number of customers with $250,000 or more of ARR as of April 30, 2026 increased 24% on a year-over-year basis, and the number of customers with over $1,000,000 of ARR as of April 30, 2026 increased 32% on a year-over-year basis. As a result, we believe that there is a significant opportunity for us to accelerate the growth of our customer base by enhancing our marketing efforts, increasing our sales capacity and productivity, and expanding and further leveraging our use of channel partners, including managed service providers. …SailPoint, Inc., 10-Q, period ended 2026-04-30, filed 2026-06-10

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