SailPoint Management
Management criteria checks 2/4
SailPoint's CEO is Mark McClain, appointed in Aug 2022, has a tenure of 3.92 years. total yearly compensation is $80.10M, comprised of 0.8% salary and 99.2% bonuses, including company stock and options. directly owns 1.44% of the company’s shares, worth $116.86M. The average tenure of the management team and the board of directors is 3.6 years and 3.9 years respectively.
Key information
Mark McClain
Chief executive officer
US$80.1m
Total compensation
| CEO salary percentage | 0.76% |
| CEO tenure | 3.9yrs |
| CEO ownership | 1.4% |
| Management average tenure | 3.6yrs |
| Board average tenure | 3.9yrs |
Recent management updates
Recent updates
SailPoint: The Agentic Fabric Catalyst Is Real, But The Market Isn't Wrong To Wait
Summary SailPoint is re-rated to Buy, with a 14% FY 2027 upside target, capitalizing on discounted valuation and secular AI-driven NHI IAM demand. Q1 2027 saw 22% YoY revenue growth and SaaS up 35%, with GAAP gross margin expanding to 65% and operating losses narrowing significantly. SAIL's Agentic Fabric and NHI market entry offer TAM expansion, but market confidence hinges on accelerating Agentic Fabric ARR and stronger DBNRR. Risks include intensifying competition from larger players like Palo Alto and Microsoft, making Agentic Fabric adoption and monetization critical for SAIL’s re-rating. Read the full article on Seeking Alpha
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...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...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 AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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$63m |
Compensation vs Market: Mark's total compensation ($USD80.10M) is above average for companies of similar size in the US market ($USD8.38M).
Compensation vs Earnings: Mark's compensation has increased whilst the company is unprofitable.
CEO
Mark McClain (64 yo)
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
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 3.9yrs | US$80.10m | 1.44% $ 116.9m | |
| President | 2.1yrs | US$28.64m | 0.42% $ 34.0m | |
| Chief Financial Officer | 3.6yrs | US$20.49m | 0.30% $ 24.4m | |
| Executive VP | 3.9yrs | US$16.05m | 0.23% $ 18.8m | |
| Chief People Officer | 3.9yrs | US$14.78m | 0.21% $ 17.4m | |
| Chief Accounting Officer | no data | no data | 0.032% $ 2.6m | |
| Executive VP of Product and CTO | 1.4yrs | no data | 0.16% $ 13.4m | |
| Chief Information Officer | 3.5yrs | no data | no data | |
| Senior Vice President of Investor Relations | no data | no data | no data | |
| Senior Manager of Corporate Communications | no data | no data | no data | |
| Chief Marketing Officer | 5.2yrs | no data | no data | |
| Chief Commercial Officer | 1.5yrs | no data | no data |
Experienced Management: SAIL's management team is considered experienced (3.6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 3.9yrs | US$80.10m | 1.44% $ 116.9m | |
| Independent Director | 3.9yrs | no data | no data | |
| Independent Chairman | 3.9yrs | US$610.72k | 0.022% $ 1.8m | |
| Independent Director | 3.9yrs | US$605.23k | 0.012% $ 983.2k | |
| Independent Director | 3.9yrs | no data | no data | |
| Independent Director | 3.9yrs | US$599.37k | 0.017% $ 1.4m | |
| Director | less than a year | no data | no data | |
| Independent Director | 3.9yrs | no data | no data | |
| Independent Director | 3.9yrs | US$603.78k | 0.0087% $ 708.0k |
Experienced Board: SAIL's board of directors are considered experienced (3.9 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/24 21:58 |
| End of Day Share Price | 2026/07/24 00:00 |
| Earnings | 2026/04/30 |
| Annual Earnings | 2026/01/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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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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.
| Analyst | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |