SailPoint Gestion
Gestion contrôle des critères 2/4
Le PDG SailPoint est Mark McClain, nommé en Aug2022, a un mandat de 4.08 ans. La rémunération annuelle totale est $ 80.10M, composée du salaire de 0.8% et des bonus 99.2%, y compris les actions et options de la société. détient directement 1.43% des actions de la société, d'une valeur de $ 161.88M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.8 ans et 4.1 ans.
Informations clés
Mark McClain
Directeur général
US$80.1m
Rémunération totale
| Pourcentage du salaire du PDG | 0.76% |
| Durée du mandat du directeur général | 4.1yrs |
| Propriété du PDG | 1.4% |
| Durée moyenne d'occupation des postes de direction | 3.8yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.1yrs |
Mises à jour récentes de la gestion
Recent updates
SAIL: AI Pipeline And ARR Strength Will Ultimately Fail To Justify Optimism
Analysts have raised their SailPoint price target from $13.98 to $14.97, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the main factors behind the revised view. What’s in the News for SailPoint SailPoint reported mixed fiscal Q2 2027 results.SailPoint: Noticeable Deceleration Amid Steep Multiples (Downgrade)
Summary SailPoint, Inc. is downgraded to a Sell due to decelerating growth and margin stagnation despite a recent share price rebound. SAIL's Q2 revenue growth slowed to 17% y/y, missing expectations, while pro forma operating margins slipped and Rule of 40 status was lost. Competitive pressures from peers like Palo Alto Networks and high stock-based compensation (22% of revenue) raise further concerns. SAIL trades at a premium 7.7x EV/FY27 revenue, making cheaper, higher-quality cybersecurity alternatives like OKTA and ZS more attractive. Read the full article on Seeking AlphaSAIL: AI Identity Security Partnerships Will Ultimately Fail To Justify Optimism
Analysts have raised their SailPoint price target from $13.48 to $13.98, citing updated assumptions around revenue growth, profit margin, and future P/E that modestly increase their estimate of the stock's fair value under a slightly lower discount rate. What’s in the News for SailPoint SailPoint expanded its partnership with CrowdStrike by bringing SecOps Identity Intelligence into the CrowdStrike Falcon Next Gen SIEM.SAIL: AI Identity Security Push Will Ultimately Fail To Justify Optimism
Analysts have nudged their price target on SailPoint higher to $13.48 from $13.12, citing updated assumptions on revenue growth, discount rate, profit margin and future P/E that together support a modestly higher valuation framework. What’s in the News for SailPoint SailPoint launched its Identity Security solution that unifies protection across human, non-human, and AI agent identities.
SAIL: AI Identity Expansion And Recurring Revenue Goals Will Drive Future Upside
Analysts have reduced their fair value estimate for SailPoint from $26.77 to $18.90, citing slightly more conservative assumptions on revenue growth, profit margins, and future P/E multiples in their updated models. What’s in the News for SailPoint SailPoint completed its acquisition of Tel Aviv based Entro Security, adding non human identity and credential security products that are available both as standalone offerings and as part of deeper integration into the SailPoint Agentic Fabric platform.SAIL: AI Identity Push And Guidance Strength Will Not Justify Current Optimism
Analysts have adjusted their price target on SailPoint to $13.12 from $20.00, reflecting updated assumptions for revenue growth, profit margins, and SailPoint's future P/E multiple. What’s in the News for SailPoint SailPoint completed the acquisition of Tel Aviv based Entro Security, adding non human identity and credentials security capabilities that are being integrated into SailPoint’s platform alongside the recently launched Agentic Fabric.
SAIL: AI Identity Security Demand Will Drive Future ARR Upside Potential
Analysts have adjusted their SailPoint price target to $24.80 from $31.70, citing updated assumptions around slightly lower revenue growth, a modestly higher discount rate, a marginally stronger profit margin outlook, and a revised future P/E of 80.6x versus 109.3x. What’s in the News for SailPoint SailPoint reported fiscal Q1 2027 results with revenue of about US$280 million, 22% year over year growth, and a 26% increase in ARR to support demand for identity security and SaaS.SailPoint (SAIL) Stock Could Be 33.4% Undervalued As Identity Security Spending Weighs
SailPoint (SAIL) stock has seen mixed recent returns, with a gain over the past 3 months alongside declines over the week, month, year to date, and past year. This has prompted investors to reassess its identity security business. See our latest analysis for SailPoint. At a share price of $13.33, SailPoint’s short term momentum looks weak, with the 7 day share price return down 8.82% and the 30 day share price return down 11.01%, while the 1 year total shareholder return is down 41.02%. This...Identity Security Will Become A Central Control Point Driving Long Term Upside
Catalysts About SailPoint SailPoint provides identity security software that helps organizations govern and secure access for human and machine identities across applications and data. What are the underlying business or industry changes driving this perspective?Heavy Identity Security Investment Will Pressure Margins Before Longer Term Platform Strength Emerges
Catalysts About SailPoint SailPoint provides identity security software that helps enterprises govern access for human and non-human users across applications and data. What are the underlying business or industry changes driving this perspective?Revenues Not Telling The Story For SailPoint, Inc. (NASDAQ:SAIL)
SailPoint, Inc.'s ( NASDAQ:SAIL ) price-to-sales (or "P/S") ratio of 8.9x might make it look like a strong sell right...SailPoint: A Great Buy In Its Second Act On The Stock Market
Summary SailPoint is a good "growth at a reasonable price" opportunity after the stock slid ~25% from its IPO prices at $23. SailPoint's value has climbed post-Thoma Bravo deal, with steady revenue growth in the low/mid-20s and improved net revenue retention due to AI demand. SAIL specializes in identity access management within cybersecurity, addressing the complex needs of various identities, including new AI agents, in a $55 billion market. Despite competition from Okta and CyberArk, SailPoint's excellent growth and near-Rule of 40 positioning make it a strong long-term investment. Read the full article on Seeking AlphaSailPoint: I Am Letting This Identity Security Play Sail By
Summary SailPoint, founded in 2005, specializes in managing and securing enterprise identity access to critical applications and data. The company, which pioneered SaaS models, went public in 2017 and was acquired by Thoma Bravo in 2022. Thoma Bravo is now bringing the business public again, in an attempt to recycle its money in a relatively short period of time. Despite the promise and actual growth reported, I am barking at valuations amidst a lack of real profits. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jul 31 2026 | n/a | n/a | -US$197m |
| Apr 30 2026 | n/a | n/a | -US$157m |
| Jan 31 2026 | US$80m | US$608k | -US$294m |
| Oct 31 2025 | n/a | n/a | -US$630m |
| Jul 31 2025 | n/a | n/a | -US$815m |
| Apr 30 2025 | n/a | n/a | -US$1b |
| Jan 31 2025 | US$1m | US$569k | -US$1b |
| Oct 31 2024 | n/a | n/a | -US$948m |
| Jan 31 2024 | US$23m | US$525k | -US$979m |
| Jan 31 2023 | US$7m | US$515k | -US$434m |
| Jan 31 2022 | US$7m | US$479k | -US$63m |
Rémunération vs marché: La rémunération totale de Mark ($USD 80.10M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Mark a augmenté alors que l'entreprise n'est pas rentable.
PDG
Mark McClain (64 yo)
Mr. Mark D. McClain was Board Member of Birch Grove Software, Inc. Mr. Mark is the Founderand Chief Executive Officer and Director of SailPoint, Inc since August 2022. Mr. McClain has been the Chief Execut...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 4.1yrs | US$80.10m | 1.43% $ 161.9m | |
| President | 2.3yrs | US$28.64m | 0.42% $ 47.1m | |
| Chief Financial Officer | 3.8yrs | US$20.49m | 0.30% $ 33.9m | |
| Executive VP | 4.1yrs | US$16.05m | 0.23% $ 26.0m | |
| Chief People Officer | 4.1yrs | US$14.78m | 0.21% $ 24.1m | |
| Chief Accounting Officer | no data | pas de données | 0.032% $ 3.6m | |
| Executive VP of Product and CTO | 1.6yrs | pas de données | 0.16% $ 18.5m | |
| Chief Information Officer | 3.7yrs | pas de données | pas de données | |
| Senior Vice President of Investor Relations | no data | pas de données | pas de données | |
| Senior Manager of Corporate Communications | no data | pas de données | pas de données | |
| Chief Marketing Officer | 5.3yrs | pas de données | pas de données | |
| Chief Commercial Officer | 1.7yrs | pas de données | pas de données |
Gestion expérimentée: L'équipe de direction de SAIL est considérée comme expérimentée (ancienneté moyenne 3.8 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 4.1yrs | US$80.10m | 1.43% $ 161.9m | |
| Independent Director | 4.1yrs | pas de données | pas de données | |
| Independent Chairman | 4.1yrs | US$610.72k | 0.022% $ 2.5m | |
| Independent Director | 4.1yrs | US$605.23k | 0.012% $ 1.4m | |
| Independent Director | 4.1yrs | pas de données | pas de données | |
| Independent Director | 4.1yrs | US$599.37k | 0.017% $ 1.9m | |
| Director | less than a year | pas de données | pas de données | |
| Independent Director | 4.1yrs | pas de données | pas de données | |
| Independent Director | 4.1yrs | US$603.78k | 0.0087% $ 980.4k |
Conseil d'administration expérimenté: Les membres du conseil d'administration de SAIL sont considérés comme expérimentés (ancienneté moyenne 4.1 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/21 16:04 |
| Cours de l'action en fin de journée | 2026/09/18 00:00 |
| Les revenus | 2026/07/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
SailPoint, Inc. est couverte par 32 analystes. 24 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |