Loading...
SAIL logo

SailPoint Technologies Holdings, Inc.Informe acción NYSE:SAIL

Capitalización bursátil US$6.2b
Precio de las acciones
n/a
1Y49.7%
7D1.5%
1D0.2%
Valor de la cartera
​
Ver

SailPoint Technologies Holdings, Inc.

Informe acción NYSE:SAIL

Capitalización de mercado: US$6.2b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

SailPoint Technologies Holdings (SAIL) Resumen de Acciones

SailPoint Technologies Holdings, Inc. provides enterprise identity security solutions in the United States, Europe, the Middle East, Africa, and internationally. Saber más

Análisis fundamental de SAIL
Puntuación del snowflake
Valoración2/6
Crecimiento futuro1/6
Rendimiento pasado0/6
Salud financiera4/6
Dividendos0/6

Recompensas

Cotiza un 25.9% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los ingresos de 19.65%

Análisis de riesgos

Actualmente no es rentable y no se prevé que lo sea en los próximos 3 años

Los accionistas han sido diluidos en el último año


SAIL Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

NEW425,311 members

Join community and earn perks

Gain real feedbackFrom our editorial team, personally. Not silence.
Grow your followingReal investors. The kind who actually invest, not scroll past.
Unlock free accessFree premium subscription for consistent and quality authors.
Learn moreCreate Narrative
B
BlackGoat
R
RockeTeller
I
Investingwilly
D
davidlsander
425,311 investors already sharing narratives
View all narratives

Competidores de SailPoint Technologies Holdings, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del SailPoint Technologies Holdings
Precios históricos de las acciones
Precio actual de la acciónUS$65.24
Máximo en las últimas 52 semanasUS$65.24
Mínimo de 52 semanasUS$34.98
Beta1.4
Cambio en 1 mes2.53%
Variación en 3 meses5.67%
Cambio de 1 año49.74%
Variación en 3 años194.67%
Variación en 5 añosn/a
Variación desde la OPV401.85%

Noticias y actualizaciones recientes

Seeking Alpha • Jun 30

SailPoint Technologies shareholders approve acquisition by Thoma Bravo

The shareholders of SailPoint Technologies Holdings (NYSE:SAIL) have approved a pending acquisition by software investment firm Thoma Bravo. As part of the merger agreement, SailPoint shareholders will receive $65.25 in cash per share. The transaction is expected to close in H2, subject to customary closing conditions. After the completion of the acquisition, SailPoint's shares will cease to trade on NYSE. SAIL shares were trading +0.21% post-market. Source: Press Release
Seeking Alpha • Jun 14

Golden Age Of Merger Arb: SailPoint

Time to put money to work. Merger arb spreads are wide. Here’s another you can buy today.
Seeking Alpha • Apr 11

When Fear Attacks! SailPoint Technologies Sold For Peanuts

Congratulations to Thoma Bravo and the SailPoint Technologies management team, each of which stand to make big returns from today's deal, in our view. Brickbats to those large SailPoint shareholders who are likely to support the deal going through. We move to Sell on the stock having banked nice gains but, still, this sale is the embodiment of the damage that sentiment can do to your bank balance.
Seeking Alpha • Mar 08

SailPoint Technologies Continues To Cross The Subscription Chasm

SailPoint Technologies is another old-line software company that's making a successful move to a subscription revenue model. The company is not well known, but we believe the stock can outperform. Between tailwinds from cybersecurity spending and fundamental improvements that we think can surprise to the upside, we believe there are multiple upward catalysts for this name. We rate SailPoint Technologies at Buy and own the stock in staff personal accounts.

Recent updates

Seeking Alpha • Jun 30

SailPoint Technologies shareholders approve acquisition by Thoma Bravo

The shareholders of SailPoint Technologies Holdings (NYSE:SAIL) have approved a pending acquisition by software investment firm Thoma Bravo. As part of the merger agreement, SailPoint shareholders will receive $65.25 in cash per share. The transaction is expected to close in H2, subject to customary closing conditions. After the completion of the acquisition, SailPoint's shares will cease to trade on NYSE. SAIL shares were trading +0.21% post-market. Source: Press Release
Seeking Alpha • Jun 14

Golden Age Of Merger Arb: SailPoint

Time to put money to work. Merger arb spreads are wide. Here’s another you can buy today.
Seeking Alpha • Apr 11

When Fear Attacks! SailPoint Technologies Sold For Peanuts

Congratulations to Thoma Bravo and the SailPoint Technologies management team, each of which stand to make big returns from today's deal, in our view. Brickbats to those large SailPoint shareholders who are likely to support the deal going through. We move to Sell on the stock having banked nice gains but, still, this sale is the embodiment of the damage that sentiment can do to your bank balance.
Seeking Alpha • Mar 08

SailPoint Technologies Continues To Cross The Subscription Chasm

SailPoint Technologies is another old-line software company that's making a successful move to a subscription revenue model. The company is not well known, but we believe the stock can outperform. Between tailwinds from cybersecurity spending and fundamental improvements that we think can surprise to the upside, we believe there are multiple upward catalysts for this name. We rate SailPoint Technologies at Buy and own the stock in staff personal accounts.
Seeking Alpha • Mar 01

SailPoint Technologies: Growth Stock Trading At Excellent Value

Shares of SailPoint rallied ~8% after the company posted excellent Q4 results and offered upbeat guidance for FY22. SailPoint's revenue grew 31% y/y while ARR expanded 48% y/y, reflecting the company's ongoing shift to a subscription consumption model. Its identity management technology is horizontally applicable to enterprises of all sizes and sectors. SailPoint's ~8x forward revenue multiple still leaves plenty of room for upside.
Seeking Alpha • Oct 12

SailPoint: Stick With This Stock Through Its Cloud Transition

Shares of SailPoint have fallen ~15% year to date, despite a rise in the S&P 500 of approximately the same magnitude. SailPoint's major focus at the moment is to convert its business to the cloud. At present, it has shifted roughly three-quarters of its annual revenue base to ARR. Given its cloud tailwind and a very compelling product portfolio, SailPoint looks modestly valued at
Seeking Alpha • Aug 11

SailPoint Technologies: Average Quarter Shows Their Real Focus

SailPoint Technologies reported earnings recently, on August 8, 2021. SailPoint beat on both the top and the bottom line, yet shares dipped significantly. Short-term investors fled the stock after Q3 guidance was weak, but SailPoint's second-quarter showed strength in their business transition to SaaS and the cloud.
Seeking Alpha • Jul 17

SailPoint: Buy The Dip

SailPoint, an identity management platform, has been in correction mode all year. The company is shifting its business to recurring SaaS, and ARR is growing at a >40% y/y pace. Companies making successful transitions to SaaS have been rewarded by appreciating stock prices. Shares are still reasonably priced at ~9x forward revenue.

Rentabilidad de los accionistas

SAILUS SoftwareMercado US
7D1.5%0.6%-1.1%
1Y49.7%-9.3%11.7%

Rentabilidad vs. Industria: SAIL superó a la industria US Software, que obtuvo un rendimiento del -9.3% el año pasado.

Rentabilidad vs. Mercado: SAIL superó al mercado US, que obtuvo un rendimiento del 11.7% el año pasado.

Volatilidad de los precios

Is SAIL's price volatile compared to industry and market?
SAIL volatility
SAIL Average Weekly Movement2.1%
Software Industry Average Movement9.4%
Market Average Movement6.9%
10% most volatile stocks in US Market15.2%
10% least volatile stocks in US Market2.9%

Precio estable de las acciones: SAIL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de SAIL (2%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
20041,676Mark McClainwww.sailpoint.com

Resumen de fundamentos de SailPoint Technologies Holdings, Inc.

¿Cómo se comparan los beneficios e ingresos de SailPoint Technologies Holdings con su capitalización de mercado?
Estadísticas fundamentales de SAIL
Capitalización bursátilUS$6.19b
Beneficios(TTM)-US$92.06m
Ingresos (TTM)US$495.41m
12.5x
Ratio precio-ventas (PS)
-67.2x
Ratio precio-beneficio (PE)

¿Está SAIL sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de SAIL
IngresosUS$495.41m
Coste de los ingresosUS$137.42m
Beneficio brutoUS$357.99m
Otros gastosUS$450.04m
Beneficios-US$92.06m

Últimos beneficios comunicados

Jun 30, 2022

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-0.97
Margen bruto72.26%
Margen de beneficio neto-18.58%
Ratio deuda/patrimonio101.0%

¿Cómo se ha desempeñado SAIL a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2022/08/16 01:11
Precio de las acciones al final del día2022/08/15 00:00
Beneficios2022/06/30
Ingresos anuales2021/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

SailPoint Technologies Holdings, Inc. está cubierta por 14 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Thomas WalkleyCanaccord Genuity
Fatima BoolaniCitigroup Inc
Andrew NowinskiD.A. Davidson & Co.