SailPoint Management
Management criteria checks 2/4
SailPoint's CEO is Mark McClain, appointed in Aug 2022, has a tenure of 4.08 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 $143.51M. The average tenure of the management team and the board of directors is 3.8 years and 4.1 years respectively.
Key information
Mark McClain
Chief executive officer
US$80.1m
Total compensation
| CEO salary percentage | 0.76% |
| CEO tenure | 4.1yrs |
| CEO ownership | 1.4% |
| Management average tenure | 3.8yrs |
| Board average tenure | 4.1yrs |
Recent management updates
Recent updates
Seeking Alpha • Sep 09
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 Alpha
Narrative Update • Sep 03
SAIL: 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.Narrative Update • Aug 18
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.
Narrative Update • Jul 24
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.Narrative Update • Jul 10
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.
Narrative Update • Jun 26
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.Analysis Article • Jun 19
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...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...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 AlphaSeeking 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 AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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$63m |
Compensation vs Market: Mark's total compensation ($USD80.10M) is above average for companies of similar size in the US market ($USD14.74M).
Compensation vs Earnings: Mark's compensation has increased whilst the company is unprofitable.
CEO
Mark McClain (64 yo)
4.1yrs
Tenure
US$80,100,892
Compensation
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 4.1yrs | US$80.10m | 1.44% $ 143.5m | |
| President | 2.3yrs | US$28.64m | 0.42% $ 41.7m | |
| Chief Financial Officer | 3.8yrs | US$20.49m | 0.30% $ 30.0m | |
| Executive VP | 4.1yrs | US$16.05m | 0.23% $ 23.1m | |
| Chief People Officer | 4.1yrs | US$14.78m | 0.21% $ 21.4m | |
| Chief Accounting Officer | no data | no data | 0.032% $ 3.2m | |
| Executive VP of Product and CTO | 1.6yrs | no data | 0.16% $ 16.4m | |
| Chief Information Officer | 3.7yrs | 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 | 5.3yrs | no data | no data | |
| Chief Commercial Officer | 1.7yrs | no data | no data |
3.8yrs
Average Tenure
53yo
Average Age
Experienced Management: SAIL's management team is considered experienced (3.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 4.1yrs | US$80.10m | 1.44% $ 143.5m | |
| Independent Director | 4.1yrs | no data | no data | |
| Independent Chairman | 4.1yrs | US$610.72k | 0.022% $ 2.2m | |
| Independent Director | 4.1yrs | US$605.23k | 0.012% $ 1.2m | |
| Independent Director | 4.1yrs | no data | no data | |
| Independent Director | 4.1yrs | US$599.37k | 0.017% $ 1.7m | |
| Director | less than a year | no data | no data | |
| Independent Director | 4.1yrs | no data | no data | |
| Independent Director | 4.1yrs | US$603.78k | 0.0087% $ 869.5k |
4.1yrs
Average Tenure
54.5yo
Average Age
Experienced Board: SAIL's board of directors are considered experienced (4.1 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/10 23:54 |
| End of Day Share Price | 2026/09/10 00:00 |
| Earnings | 2026/07/31 |
| 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
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the 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 31 analysts. 24 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 |