SailPoint, Inc.

NasdaqGS:SAIL Stock Report

Market Cap: US$10.3b

SailPoint Management

Management criteria checks 2/4

SailPoint's CEO is Mark McClain, appointed in Aug 2022, has a tenure of 3.83 years. total yearly compensation is $80.10M, comprised of 0.8% salary and 99.2% bonuses, including company stock and options. directly owns 0.99% of the company’s shares, worth $102.71M. The average tenure of the management team and the board of directors is 3.5 years and 3.8 years respectively.

Key information

Mark McClain

Chief executive officer

US$80.1m

Total compensation

CEO salary percentage0.76%
CEO tenure3.8yrs
CEO ownership1.0%
Management average tenure3.5yrs
Board average tenure3.8yrs

Recent management updates

Recent updates

Seeking Alpha Apr 15

SailPoint: Downgrade To Hold As Near-Term Growth Visibility Weakens

Summary SailPoint is downgraded to hold as near-term growth visibility weakens despite strong long-term platform prospects. Emerging products now contribute ~17% of Q4 net new ARR and are on track to exceed 50% by 2027. Non-human identity adoption is accelerating, with ~25% of Q4 SaaS identity growth and 11% of SaaS identities governed. FY 2027 guidance signals revenue deceleration and a mix shift to SaaS clouds in the near-term outlook, limiting multiple expansion. Read the full article on Seeking Alpha
New Narrative Feb 27

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?
New Narrative Feb 12

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?
Analysis Article Jan 30

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...
Analysis Article Aug 13

We Think SailPoint (NASDAQ:SAIL) Can Easily Afford To Drive Business Growth

NasdaqGS:SAIL 1 Year Share Price vs Fair Value Explore SailPoint's Fair Values from the Community and select yours...
Seeking Alpha Apr 30

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 Alpha
Seeking Alpha Feb 14

SailPoint: 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 Alpha

CEO Compensation Analysis

How has Mark McClain's remuneration changed compared to SailPoint's earnings?
DateTotal CompensationSalaryCompany Earnings
Jan 31 2026US$80mUS$608k

-US$294m

Oct 31 2025n/an/a

-US$630m

Jul 31 2025n/an/a

-US$815m

Apr 30 2025n/an/a

-US$1b

Jan 31 2025US$1mUS$569k

-US$1b

Oct 31 2024n/an/a

-US$948m

Jan 31 2024US$23mUS$525k

-US$979m

Jan 31 2023US$7mUS$515k

-US$434m

Jan 31 2022US$7mUS$479k

-US$63m

Compensation vs Market: Mark's total compensation ($USD80.10M) is above average for companies of similar size in the US market ($USD14.81M).

Compensation vs Earnings: Mark's compensation has increased whilst the company is unprofitable.


CEO

Mark McClain (64 yo)

3.8yrs
Tenure
US$80,100,892
Compensation

Mr. Mark D. McClain is 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 Executi...


Leadership Team

NamePositionTenureCompensationOwnership
Mark McClain
Founder3.8yrsUS$80.10m0.99%
$ 102.7m
Matthew Mills
President2yrsUS$28.64m0.24%
$ 24.5m
Brian Carolan
Chief Financial Officer3.5yrsUS$20.49m0.16%
$ 16.4m
Christopher Schmitt
Executive VP3.8yrsUS$16.05m0.13%
$ 13.8m
Abby Payne
Chief People Officer3.8yrsUS$14.78m0.13%
$ 13.5m
Mitra Rezvan
Chief Accounting Officerno datano data0.033%
$ 3.5m
Chandrasekar Gnanasambandam
Executive VP of Product and CTO1.3yrsno data0.17%
$ 17.7m
Sreeveni Kancharla
Chief Information Officer3.4yrsno datano data
Scott Schmitz
Senior Vice President of Investor Relationsno datano datano data
Samantha Person
Senior Manager of Corporate Communicationsno datano datano data
Wendy Wu
Chief Marketing Officer5.1yrsno datano data
Gary Nafus
Chief Commercial Officer1.4yrsno datano data
3.5yrs
Average Tenure
53yo
Average Age

Experienced Management: SAIL's management team is considered experienced (3.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Mark McClain
Founder3.8yrsUS$80.10m0.99%
$ 102.7m
Seth Boro
Independent Director3.8yrsno datano data
William Bock
Independent Chairman3.8yrsUS$610.72k0.022%
$ 2.3m
Tracey Newell
Independent Director3.8yrsUS$605.23k0.0087%
$ 903.2k
Andrew Almeida
Independent Director3.8yrsno datano data
James Hagan
Independent Director3.8yrsUS$599.37k0.017%
$ 1.8m
Sacha May
Independent Director3.8yrsno datano data
Nabil Hamade
Independent Directorless than a yearno datano data
Ronald Green
Independent Director3.8yrsUS$603.78k0.0087%
$ 902.2k
3.8yrs
Average Tenure
54.5yo
Average Age

Experienced Board: SAIL's board of directors are considered experienced (3.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/08 22:53
End of Day Share Price 2026/06/08 00:00
Earnings2026/01/31
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SailPoint, Inc. is covered by 30 analysts. 23 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ellie BagshawArete Research Services LLP
Shrenik KothariBaird
Saket KaliaBarclays