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SailPoint, Inc. Common Stock (SAIL)
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Upturn Advisory Summary
08/14/2025: SAIL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $27.09
1 Year Target Price $27.09
| 6 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.32% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.49B USD | Price to earnings Ratio - | 1Y Target Price 27.09 |
Price to earnings Ratio - | 1Y Target Price 27.09 | ||
Volume (30-day avg) 15 | Beta - | 52 Weeks Range 15.05 - 26.35 | Updated Date 07/21/2025 |
52 Weeks Range 15.05 - 26.35 | Updated Date 07/21/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.63 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -45.77% | Operating Margin (TTM) -80.26% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE 119.05 | Enterprise Value 11659877282 | Price to Sales(TTM) 12.71 |
Enterprise Value 11659877282 | Price to Sales(TTM) 12.71 | ||
Enterprise Value to Revenue 12.89 | Enterprise Value to EBITDA - | Shares Outstanding 556588992 | Shares Floating 68688630 |
Shares Outstanding 556588992 | Shares Floating 68688630 | ||
Percent Insiders 1.44 | Percent Institutions 98.76 |
Upturn AI SWOT
SailPoint, Inc. Common Stock
Company Overview
History and Background
SailPoint was founded in 2005 and became a leading provider of identity governance solutions. It evolved from a services-oriented company to a software product company, focusing on automating and managing user access to applications and data. It was taken private by Thoma Bravo in 2022.
Core Business Areas
- Identity Governance: Provides solutions for managing user access, ensuring compliance, and mitigating risks related to identity and access management (IAM).
- Access Management: Offers features like single sign-on, multi-factor authentication, and access certification to control who has access to what resources.
- Cloud Governance: Enables organizations to govern access to cloud resources, addressing the complexities of multi-cloud environments.
Leadership and Structure
Following acquisition by Thoma Bravo, SailPoint operates as a private company with a leadership team focused on driving growth and innovation in the identity security space. Exact org chart not publicly available post acquisition.
Top Products and Market Share
Key Offerings
- IdentityNow: A cloud-based identity governance platform. It offers features such as access certifications, provisioning, and password management. Key competitors include Okta (OKTA), Ping Identity (PING), and Saviynt. No current market share data is available for IdentityNow.
- IdentityIQ: An on-premises identity governance platform. It provides comprehensive identity governance capabilities. Key competitors include Omada, One Identity and RSA Archer. No current market share data is available for IdentityIQ
Market Dynamics
Industry Overview
The identity governance market is growing, driven by increasing cybersecurity threats, regulatory compliance requirements, and the complexity of managing access across hybrid and multi-cloud environments.
Positioning
SailPoint is a recognized leader in the identity governance space, known for its comprehensive platform and focus on automation. They are positioned as a top tier vendor.
Total Addressable Market (TAM)
The identity governance market is estimated to be in the tens of billions of dollars. SailPoint, as a market leader, is well-positioned to capture a significant share of this TAM. Specific TAM figures vary by report.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in identity governance
- Comprehensive identity governance platform
- Extensive experience in the IAM market
- Strong customer base
Weaknesses
- Complexity of implementation and configuration
- Potential for high total cost of ownership
- Adapting to newer technologies and cloud-native solutions slower than some competitors.
Opportunities
- Expanding into new markets and geographies
- Developing integrations with other security and IT management tools
- Capitalizing on the increasing adoption of cloud-based identity governance solutions
- Leveraging AI and machine learning to enhance identity governance capabilities
Threats
- Increasing competition from other IAM vendors
- Rapidly evolving cybersecurity landscape
- Economic downturn affecting IT spending
- Data breaches and security incidents
Competitors and Market Share
Key Competitors
- OKTA
- PING
- SAVYNT
- FORI
Competitive Landscape
SailPoint competes with other IAM vendors such as Okta, Ping Identity and Saviynt. These competitors focus on similar identity governance and security functionalities but have different strengths and specialties.
Major Acquisitions
ERP Maestro
- Year: 2021
- Acquisition Price (USD millions): 37.5
- Strategic Rationale: To expand SailPoint's governance capabilities into business-critical applications like SAP, enhancing their overall identity security offering.
Growth Trajectory and Initiatives
Historical Growth: Prior to being taken private, SailPoint experienced strong growth in revenue and customer base.
Future Projections: Future projections are not publicly available.
Recent Initiatives: Focused on integrating AI and machine learning into their identity governance platform.
Summary
SailPoint is a leading provider of identity governance solutions, but its current status as a private company limits the availability of public information. It has a strong history of growth and innovation in the IAM market. Keeping track of competitive offerings, such as new entrants to the identity market, will be crucial for their continued success. Adapting to the cloud is important for sustained success. Focus on user experience and ease of implementation is also key.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company websites
- Industry reports
- Press releases
- Analyst reports prior to acquisition
Disclaimers:
This analysis is based on publicly available information and limited by the company's current private status. Market share data is approximate. Analysis is based on general industry knowledge.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SailPoint, Inc. Common Stock
Exchange NASDAQ | Headquaters Austin, TX, United States | ||
IPO Launch date 2025-02-13 | Founder, CEO & Director Mr. Mark D. McClain TTEE | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 2738 | Website https://www.sailpoint.com |
Full time employees 2738 | Website https://www.sailpoint.com | ||
SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its solutions enable organizations to establish, control, and automate policies that help define and maintain a robust security posture and achieve regulatory compliance; and address various types of systems and identities, including data and applications, employee identities, non-employee identities, and machine identities, as well as enable smarter access decisions, improve business processes, and provide deeper understanding of identity and access. The company offers Identity Security Cloud, a cloud-based identity security solution to discover, manage, and secure all enterprise identity types, as well as the data and cloud infrastructure; and IdentityIQ, a customer-hosted identity security solution. It also provides Atlas platform that allow customers to manage various types of identities and their access needs across all environments. The company was founded in 2005 and is based in Austin, Texas.
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