SailPoint, Inc.

NasdaqGS:SAIL Stock Report

Market Cap: US$10.0b

SailPoint Valuation

Is SAIL undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of SAIL when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: SAIL ($17.64) is trading below our estimate of future cash flow value ($21.66)

Significantly Below Future Cash Flow Value: SAIL is trading below future cash flow value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for SAIL?

Key metric: As SAIL is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for SAIL. This is calculated by dividing SAIL's market cap by their current revenue.
What is SAIL's PS Ratio?
PS Ratio8.6x
SalesUS$1.17b
Market CapUS$9.97b

Price to Sales Ratio vs Peers

How does SAIL's PS Ratio compare to its peers?

The above table shows the PS ratio for SAIL vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average12.4x
BSY Bentley Systems
6x9.75%US$9.9b
HUT Hut 8
35.1x40.86%US$11.8b
ESTC Elastic
4.9x13.64%US$9.1b
DOCU DocuSign
3.7x7.61%US$12.0b
SAIL SailPoint
8.6x16.93%US$10.0b

Price-To-Sales vs Peers: SAIL is good value based on its Price-To-Sales Ratio (8.6x) compared to the peer average (12.4x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does SAIL's PS Ratio compare vs other companies in the US Software Industry?

79 CompaniesPrice / SalesEstimated GrowthMarket Cap
VYX NCR Voyix
0.4x-7.05%US$1.15b
DSP Viant Technology
0.7x13.91%US$852.21m
RPD Rapid7
0.8x-1.29%US$711.75m
XNET Xunlei
0.6xn/aUS$310.42m
SAIL 8.6xIndustry Avg. 3.9xNo. of Companies79PS03.67.210.814.418+
79 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: SAIL is expensive based on its Price-To-Sales Ratio (8.6x) compared to the US Software industry average (3.9x).

Price to Sales Ratio vs Fair Ratio

What is SAIL's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SAIL PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio8.6x
Fair PS Ratio6.3x

Price-To-Sales vs Fair Ratio: SAIL is expensive based on its Price-To-Sales Ratio (8.6x) compared to the estimated Fair Price-To-Sales Ratio (6.3x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SAIL forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$17.64
US$20.84
+18.14%
14.08%US$25.00US$10.00n/a25
Sep ’27US$19.23
US$20.06
+4.32%
15.16%US$25.00US$10.00n/a25
Aug ’27US$16.77
US$18.90
+12.68%
15.28%US$25.00US$10.00n/a24
Jul ’27US$15.31
US$19.02
+24.24%
15.16%US$25.00US$10.00n/a23
Jun ’27US$19.25
US$18.29
-4.98%
16.36%US$25.00US$10.00n/a24
May ’27US$12.07
US$18.98
+57.23%
16.85%US$27.50US$14.00n/a23
Apr ’27US$13.36
US$18.98
+42.05%
16.85%US$27.50US$14.00n/a23
Mar ’27US$14.10
US$24.96
+77.03%
14.29%US$31.70US$18.00n/a21
Feb ’27US$15.69
US$26.51
+68.96%
11.70%US$31.70US$20.00n/a20
Jan ’27US$20.23
US$26.77
+32.34%
9.41%US$31.70US$23.00n/a21
Dec ’26US$18.40
US$27.06
+47.05%
8.31%US$31.70US$24.00n/a21
Nov ’26US$21.68
US$26.88
+23.96%
7.39%US$30.00US$24.00n/a20
Oct ’26US$22.79
US$26.55
+16.51%
8.08%US$30.00US$23.00n/a19
Sep ’26US$20.64
US$26.03
+26.10%
13.41%US$30.00US$16.00US$19.2318
Aug ’26US$20.62
US$26.44
+28.23%
13.51%US$30.00US$16.00US$16.7717
Jul ’26US$21.71
US$27.09
+24.80%
9.28%US$30.00US$20.00US$15.3116
Jun ’26US$17.62
US$26.10
+48.13%
12.90%US$30.00US$16.00US$19.2515
May ’26US$17.47
US$26.17
+49.78%
12.75%US$30.00US$16.00US$12.0715
Apr ’26US$18.29
US$26.96
+47.43%
7.23%US$30.00US$23.00US$13.3614
US$20.84
Fair Value
15.4% undervalued intrinsic discount
25
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/10 23:54
End of Day Share Price 2026/09/10 00:00
Earnings2026/07/31
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

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.

AnalystInstitution
Ellie BagshawArete Research Services LLP
Shrenik KothariBaird
Saket KaliaBarclays