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SailPoint, Inc. Common Stock (SAIL)
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Upturn Advisory Summary
10/15/2025: SAIL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -10.52% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 10/12/2025 |
52 Weeks Range 15.05 - 26.35 | Updated Date 10/12/2025 | ||
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 went public in 2017 (SAIL). It was subsequently acquired by Thoma Bravo in 2022 and is now a private company. SailPoint provides identity security solutions for enterprises.
Core Business Areas
- Identity Governance: Automates and manages user access to applications and data, ensuring compliance and reducing risk.
- Access Management: Controls user access to applications and data, providing secure and convenient access for employees, partners, and customers.
- Cloud Governance: Manages and secures identities and access across cloud environments, ensuring consistent governance and compliance.
Leadership and Structure
Since being acquired by Thoma Bravo, leadership details are less publicly available. The company is privately held with a focus on expanding its market share in identity security under Thoma Bravo's ownership.
Top Products and Market Share
Key Offerings
- SailPoint Identity Security Cloud: A comprehensive platform providing identity governance, access management, and data access security capabilities delivered as a cloud service. Market share data is not precisely known due to the company being private. However, SailPoint is a significant player in the Identity Governance and Administration (IGA) market. Competitors include Okta, Saviynt, CyberArk, and Ping Identity.
Market Dynamics
Industry Overview
The identity security market is experiencing substantial growth driven by increasing cybersecurity threats, regulatory compliance requirements, and the growing complexity of IT environments. Cloud adoption and digital transformation initiatives are further fueling the demand for identity security solutions.
Positioning
SailPoint is positioned as a leading provider of identity security solutions, offering a comprehensive platform that addresses the full spectrum of identity governance and access management requirements. Their strength lies in their robust platform and focus on enterprise-level security needs.
Total Addressable Market (TAM)
The global identity and access management (IAM) market is projected to reach hundreds of billions of dollars. SailPoint is well-positioned to capture a significant portion of this TAM through its comprehensive identity security platform and focus on enterprise customers.
Upturn SWOT Analysis
Strengths
- Comprehensive identity security platform
- Strong focus on enterprise customers
- Cloud-native architecture
- Extensive partner ecosystem
- Deep industry expertise
Weaknesses
- Complexity of implementation
- High initial investment cost
- Integration challenges with legacy systems
- Dependency on partner ecosystem for implementation services
Opportunities
- Expanding adoption of cloud computing
- Increasing cybersecurity threats
- Growing regulatory compliance requirements
- Mergers and acquisitions in the identity security market
- Expansion into adjacent markets (e.g., data access governance)
Threats
- Intense competition in the identity security market
- Emergence of new cybersecurity threats
- Changing regulatory landscape
- Economic downturns
- Open-source identity management solutions
Competitors and Market Share
Key Competitors
- OKTA
- CYBR
- PING
Competitive Landscape
SailPoint holds a strong position due to its comprehensive IGA platform but faces strong competition from cloud-native players like Okta. CyberArk plays a different but related role in privileged access management. SailPointu2019s integration and customer support are critical in maintaining its competitive edge.
Major Acquisitions
Rapid AI
- Year: 2024
- Acquisition Price (USD millions): 250
- Strategic Rationale: Acquiring Rapid AI would enhance Sailpoint's AI capabilities within the company.
Growth Trajectory and Initiatives
Historical Growth: Before being acquired, SailPoint demonstrated strong historical growth driven by the increasing demand for identity security solutions.
Future Projections: Future growth projections are not publicly available since the acquisition by Thoma Bravo. However, the company is expected to continue investing in its cloud platform and expanding its market share.
Recent Initiatives: Recent initiatives include enhancing its AI-driven identity security capabilities and focusing on integrations with other security and IT management solutions.
Summary
SailPoint, now privately held by Thoma Bravo, remains a strong player in the identity governance space, focusing on enterprise solutions. The acquisition provides resources to further develop its cloud platform and AI capabilities. SailPoint faces increased competition from cloud-native vendors, and successful integration with various IT systems is crucial for its continued success. While maintaining its enterprise focus, adapting to emerging threats and cloud-first strategies will be key.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Gartner
- Forrester
- Company Press Releases
- Industry Reports
Disclaimers:
The information provided is based on publicly available data and analyst estimates, which may be subject to change. Market share data is approximate.
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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