View Past PerformanceSailPoint バランスシートの健全性財務の健全性 基準チェック /66SailPointの総株主資本は$6.8B 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$7.5Bと$683.7Mです。主要情報0%負債資本比率US$0負債インタレスト・カバレッジ・レシオn/a現金US$390.81mエクイティUS$6.84b負債合計US$683.73m総資産US$7.53b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 30SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd.SailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd. on June 15, 2026. Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric. With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security. The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027. SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd. on June 15, 2026. Entro’s co-founders Itzik Alvas and Adam Cheriki join SailPoint's technology organization.Buy Or Sell Opportunity • Jun 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €10.85. The fair value is estimated to be €13.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last year. Earnings per share has grown by 95%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.New Risk • Jun 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$177m net loss in 2 years).お知らせ • Jun 16+ 1 more updateSailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd.SailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd. on June 15, 2026. Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric. With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security. The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027.Board Change • Jun 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Director Collin Gallagher was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 14SailPoint, Inc. Announces Board Changes, Effective June 12, 2026SailPoint, Inc. was notified of Nabil Hamade's decision to resign from the board of directors of the Company effective as of June 12, 2026. Mr. Hamade's decision to resign from the Board was not due to any disagreement with the Company, including with respect to any matters relating to the Company's operations, policies, or practices. Pursuant to its rights under the Director Designation Agreement, dated February 12, 2025, between the Company and certain funds affiliated with Thoma Bravo, L.P. named therein, Thoma Bravo notified the Company that it designated Collin Gallagher to fill the vacancy on the Board to be created by Mr. Hamade's resignation, and on June 12, 2026, the Board appointed Mr. Gallagher to join the Board as a Class III director effective on June 12, 2026. Mr. Gallagher is not currently expected to be appointed to any committees of the Board. In connection with Mr. Gallagher's appointment to the Board, he has entered into an indemnification agreement with the Company in the same form that the Company has entered into with its other directors, which provides the directors with contractual rights to indemnification, expense advancement, and reimbursement to the fullest extent permitted under the Delaware General Corporation Law. Mr. Gallagher is not expected to receive any compensation for service on the Board. There are no current or proposed transactions in which Mr. Gallagher has or will have a direct or indirect material interest and in which the Company is or will be a participant that require disclosure pursuant to Item 404(a) of Regulation S-K. Further, there are no arrangements or understandings between Mr. Gallagher and any other person pursuant to which he was appointed as a director, other than the Director Designation Agreement. For a description of the Director Designation Agreement, please see Related Party Transactions Director Designation Agreement in the Company's definitive proxy statement filed with the Securities and Exchange Commission on April 24, 2026.Reported Earnings • Jun 09First quarter 2027 earnings released: US$0.13 loss per share (vs US$0.42 loss in 1Q 2026)First quarter 2027 results: US$0.13 loss per share (improved from US$0.42 loss in 1Q 2026). Revenue: US$280.1m (up 22% from 1Q 2026). Net loss: US$74.7m (loss narrowed 65% from 1Q 2026). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.Buy Or Sell Opportunity • Jun 01Now 35% overvaluedThe stock has been flat over the last 90 days, currently trading at €16.85. The fair value is estimated to be €12.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Nabil Hamade was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 13+ 1 more updateSailPoint, Inc. to Report Q1, 2027 Results on Jun 09, 2026SailPoint, Inc. announced that they will report Q1, 2027 results at 9:30 AM, US Eastern Standard Time on Jun 09, 2026財務状況分析短期負債: F0Vの 短期資産 ( $823.3M ) が 短期負債 ( $590.3M ) を超えています。長期負債: F0Vの短期資産 ( $823.3M ) が 長期負債 ( $93.4M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: F0Vは負債がありません。負債の削減: F0V 5 年前には負債がありませんでした。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: 利益は出ていないものの、 F0Vは現在のプラスの フリーキャッシュフロー レベルを維持すれば、3 年以上は十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: F0Vは利益は出ていませんが、フリーキャッシュフローがプラスであり、年間41.2 % 増加しているため、3 年以上は十分なキャッシュランウェイがあります。健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/05 05:58終値2026/07/03 00:00収益2026/04/30年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SailPoint, Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30 アナリスト機関Ellie BagshawArete Research Services LLPShrenik KothariBairdSaket KaliaBarclays27 その他のアナリストを表示
お知らせ • Jun 30SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd.SailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd. on June 15, 2026. Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric. With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security. The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027. SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd. on June 15, 2026. Entro’s co-founders Itzik Alvas and Adam Cheriki join SailPoint's technology organization.
Buy Or Sell Opportunity • Jun 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €10.85. The fair value is estimated to be €13.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last year. Earnings per share has grown by 95%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.
New Risk • Jun 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$177m net loss in 2 years).
お知らせ • Jun 16+ 1 more updateSailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd.SailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd. on June 15, 2026. Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric. With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security. The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027.
Board Change • Jun 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Director Collin Gallagher was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 14SailPoint, Inc. Announces Board Changes, Effective June 12, 2026SailPoint, Inc. was notified of Nabil Hamade's decision to resign from the board of directors of the Company effective as of June 12, 2026. Mr. Hamade's decision to resign from the Board was not due to any disagreement with the Company, including with respect to any matters relating to the Company's operations, policies, or practices. Pursuant to its rights under the Director Designation Agreement, dated February 12, 2025, between the Company and certain funds affiliated with Thoma Bravo, L.P. named therein, Thoma Bravo notified the Company that it designated Collin Gallagher to fill the vacancy on the Board to be created by Mr. Hamade's resignation, and on June 12, 2026, the Board appointed Mr. Gallagher to join the Board as a Class III director effective on June 12, 2026. Mr. Gallagher is not currently expected to be appointed to any committees of the Board. In connection with Mr. Gallagher's appointment to the Board, he has entered into an indemnification agreement with the Company in the same form that the Company has entered into with its other directors, which provides the directors with contractual rights to indemnification, expense advancement, and reimbursement to the fullest extent permitted under the Delaware General Corporation Law. Mr. Gallagher is not expected to receive any compensation for service on the Board. There are no current or proposed transactions in which Mr. Gallagher has or will have a direct or indirect material interest and in which the Company is or will be a participant that require disclosure pursuant to Item 404(a) of Regulation S-K. Further, there are no arrangements or understandings between Mr. Gallagher and any other person pursuant to which he was appointed as a director, other than the Director Designation Agreement. For a description of the Director Designation Agreement, please see Related Party Transactions Director Designation Agreement in the Company's definitive proxy statement filed with the Securities and Exchange Commission on April 24, 2026.
Reported Earnings • Jun 09First quarter 2027 earnings released: US$0.13 loss per share (vs US$0.42 loss in 1Q 2026)First quarter 2027 results: US$0.13 loss per share (improved from US$0.42 loss in 1Q 2026). Revenue: US$280.1m (up 22% from 1Q 2026). Net loss: US$74.7m (loss narrowed 65% from 1Q 2026). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.
Buy Or Sell Opportunity • Jun 01Now 35% overvaluedThe stock has been flat over the last 90 days, currently trading at €16.85. The fair value is estimated to be €12.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Nabil Hamade was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 13+ 1 more updateSailPoint, Inc. to Report Q1, 2027 Results on Jun 09, 2026SailPoint, Inc. announced that they will report Q1, 2027 results at 9:30 AM, US Eastern Standard Time on Jun 09, 2026