SailPoint Past Earnings Performance
Past criteria checks 0/6
SailPoint's earnings have been declining at an average annual rate of -18.1%, while the Software industry saw earnings growing at 27.2% annually. Revenues have been growing at an average rate of 19.9% per year.
Key information
-18.13%
Earnings growth rate
34.98%
EPS growth rate
| Software Industry Growth | 17.33% |
| Revenue growth rate | 19.95% |
| Return on equity | -3.94% |
| Net Margin | -27.43% |
| Next Earnings Update | 09 Jun 2026 |
Recent past performance updates
Recent updates
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
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 AlphaRevenue & Expenses Breakdown
How SailPoint makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Jan 26 | 1,071 | -294 | 774 | 223 |
| 31 Oct 25 | 1,017 | -630 | 736 | 212 |
| 31 Jul 25 | 970 | -815 | 701 | 200 |
| 30 Apr 25 | 904 | -1,151 | 678 | 195 |
| 31 Jan 25 | 862 | -1,080 | 575 | 170 |
| 31 Oct 24 | 824 | -948 | 579 | 170 |
| 31 Jan 24 | 700 | -979 | 575 | 181 |
| 31 Jan 23 | 553 | -434 | 432 | 159 |
| 31 Jan 22 | 450 | -63 | 275 | 120 |
Quality Earnings: SAIL is currently unprofitable.
Growing Profit Margin: SAIL is currently unprofitable.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: SAIL is unprofitable, and losses have increased over the past 5 years at a rate of 18.1% per year.
Accelerating Growth: Unable to compare SAIL's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: SAIL is unprofitable, making it difficult to compare its past year earnings growth to the Software industry (14.3%).
Return on Equity
High ROE: SAIL has a negative Return on Equity (-3.94%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/08 22:53 |
| End of Day Share Price | 2026/06/08 00:00 |
| Earnings | 2026/01/31 |
| 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 |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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 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.
| Analyst | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |