SailPoint Förvaltning
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Viktig information
Mark McClain
Verkställande direktör
US$80.1m
Total ersättning
| VD-lön i procent | 0.76% |
| Anställning som VD | 4yrs |
| Ägande av VD | 1.4% |
| Ledningens genomsnittliga anställningstid | 3.7yrs |
| Styrelsens genomsnittliga mandatperiod | 4yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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.Seeking Alpha • Jul 13
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
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...Ny berättelse • 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?Ny berättelse • 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?Analysartikel • 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...Analysartikel • 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 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$63m |
Ersättning vs marknad: Mark s total kompensation ($USD 80.10M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.56M ).
Ersättning vs inkomst: Ersättningen för Mark har ökat samtidigt som företaget är olönsamt.
VD OCH KONCERNCHEF
Mark McClain (64 yo)
4yrs
Anställning
US$80,100,892
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Founder | 4yrs | US$80.10m | 1.44% $ 140.4m | |
| President | 2.2yrs | US$28.64m | 0.42% $ 40.8m | |
| Chief Financial Officer | 3.7yrs | US$20.49m | 0.30% $ 29.4m | |
| Executive VP | 4yrs | US$16.05m | 0.23% $ 22.6m | |
| Chief People Officer | 4yrs | US$14.78m | 0.21% $ 20.9m | |
| Chief Accounting Officer | no data | inga uppgifter | 0.032% $ 3.1m | |
| Executive VP of Product and CTO | 1.5yrs | inga uppgifter | 0.16% $ 16.1m | |
| Chief Information Officer | 3.6yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Senior Manager of Corporate Communications | no data | inga uppgifter | inga uppgifter | |
| Chief Marketing Officer | 5.3yrs | inga uppgifter | inga uppgifter | |
| Chief Commercial Officer | 1.6yrs | inga uppgifter | inga uppgifter |
3.7yrs
Genomsnittlig anställningstid
53yo
Genomsnittlig ålder
Erfaren ledning: SAIL s ledningsgrupp anses vara erfaren ( 3.7 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Founder | 4yrs | US$80.10m | 1.44% $ 140.4m | |
| Independent Director | 4yrs | inga uppgifter | inga uppgifter | |
| Independent Chairman | 4yrs | US$610.72k | 0.022% $ 2.2m | |
| Independent Director | 4yrs | US$605.23k | 0.012% $ 1.2m | |
| Independent Director | 4yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 4yrs | US$599.37k | 0.017% $ 1.7m | |
| Director | less than a year | inga uppgifter | inga uppgifter | |
| Independent Director | 4yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 4yrs | US$603.78k | 0.0087% $ 850.7k |
4.0yrs
Genomsnittlig anställningstid
54.5yo
Genomsnittlig ålder
Erfaren styrelse: SAIL s styrelse anses vara erfaren ( 4 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/04 10:12 |
| Aktiekurs vid dagens slut | 2026/08/03 00:00 |
| Intäkter | 2026/04/30 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
SailPoint, Inc. bevakas av 30 analytiker. 24 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |