SailPoint Technologies Holdings, Inc.

NYSE:SAIL Stok Raporu

Piyasa değeri: US$6.2b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

SailPoint Technologies Holdings Yönetim

Yönetim kriter kontrolleri 3/4

Anahtar bilgiler

Mark McClain

İcra Kurulu Başkanı

US$7.4m

Toplam tazminat

CEO maaş yüzdesi6.39%
CEO görev süresi16.7yrs
CEO sahipliği0.9%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi3.6yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha • Jun 30

SailPoint Technologies shareholders approve acquisition by Thoma Bravo

The shareholders of SailPoint Technologies Holdings (NYSE:SAIL) have approved a pending acquisition by software investment firm Thoma Bravo. As part of the merger agreement, SailPoint shareholders will receive $65.25 in cash per share. The transaction is expected to close in H2, subject to customary closing conditions. After the completion of the acquisition, SailPoint's shares will cease to trade on NYSE. SAIL shares were trading +0.21% post-market. Source: Press Release
Seeking Alpha • Jun 14

Golden Age Of Merger Arb: SailPoint

Time to put money to work. Merger arb spreads are wide. Here’s another you can buy today.
Seeking Alpha • Apr 11

When Fear Attacks! SailPoint Technologies Sold For Peanuts

Congratulations to Thoma Bravo and the SailPoint Technologies management team, each of which stand to make big returns from today's deal, in our view. Brickbats to those large SailPoint shareholders who are likely to support the deal going through. We move to Sell on the stock having banked nice gains but, still, this sale is the embodiment of the damage that sentiment can do to your bank balance.
Seeking Alpha • Mar 08

SailPoint Technologies Continues To Cross The Subscription Chasm

SailPoint Technologies is another old-line software company that's making a successful move to a subscription revenue model. The company is not well known, but we believe the stock can outperform. Between tailwinds from cybersecurity spending and fundamental improvements that we think can surprise to the upside, we believe there are multiple upward catalysts for this name. We rate SailPoint Technologies at Buy and own the stock in staff personal accounts.
Seeking Alpha • Mar 01

SailPoint Technologies: Growth Stock Trading At Excellent Value

Shares of SailPoint rallied ~8% after the company posted excellent Q4 results and offered upbeat guidance for FY22. SailPoint's revenue grew 31% y/y while ARR expanded 48% y/y, reflecting the company's ongoing shift to a subscription consumption model. Its identity management technology is horizontally applicable to enterprises of all sizes and sectors. SailPoint's ~8x forward revenue multiple still leaves plenty of room for upside.
Seeking Alpha • Oct 12

SailPoint: Stick With This Stock Through Its Cloud Transition

Shares of SailPoint have fallen ~15% year to date, despite a rise in the S&P 500 of approximately the same magnitude. SailPoint's major focus at the moment is to convert its business to the cloud. At present, it has shifted roughly three-quarters of its annual revenue base to ARR. Given its cloud tailwind and a very compelling product portfolio, SailPoint looks modestly valued at
Seeking Alpha • Aug 11

SailPoint Technologies: Average Quarter Shows Their Real Focus

SailPoint Technologies reported earnings recently, on August 8, 2021. SailPoint beat on both the top and the bottom line, yet shares dipped significantly. Short-term investors fled the stock after Q3 guidance was weak, but SailPoint's second-quarter showed strength in their business transition to SaaS and the cloud.
Seeking Alpha • Jul 17

SailPoint: Buy The Dip

SailPoint, an identity management platform, has been in correction mode all year. The company is shifting its business to recurring SaaS, and ARR is growing at a >40% y/y pace. Companies making successful transitions to SaaS have been rewarded by appreciating stock prices. Shares are still reasonably priced at ~9x forward revenue.

CEO Tazminat Analizi

Mark McClain'un ücretlendirmesi SailPoint Technologies Holdings'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2022n/an/a

-US$92m

Mar 31 2022n/an/a

-US$79m

Dec 31 2021US$7mUS$475k

-US$62m

Sep 30 2021n/an/a

-US$57m

Jun 30 2021n/an/a

-US$37m

Mar 31 2021n/an/a

-US$18m

Dec 31 2020US$6mUS$425k

-US$11m

Sep 30 2020n/an/a

-US$632k

Jun 30 2020n/an/a

US$4m

Mar 31 2020n/an/a

-US$9m

Dec 31 2019US$4mUS$400k

-US$8m

Sep 30 2019n/an/a

-US$9m

Jun 30 2019n/an/a

-US$11m

Mar 31 2019n/an/a

-US$2m

Dec 31 2018US$604kUS$375k

US$4m

Sep 30 2018n/an/a

US$775k

Jun 30 2018n/an/a

-US$13m

Mar 31 2018n/an/a

-US$23m

Dec 31 2017US$5mUS$330k

-US$29m

Sep 30 2017n/an/a

-US$34m

Jun 30 2017n/an/a

-US$24m

Mar 31 2017n/an/a

-US$22m

Dec 31 2016US$427kUS$308k

-US$27m

Tazminat ve Piyasa: Mark 'ın toplam tazminatı ($USD 7.43M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 8.38M ).

Tazminat ve Kazançlar: Mark şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

Mark McClain (60 yo)

16.7yrs
Görev süresi
US$7,430,530
Tazminat

Mr. Mark D. McClain, TTEE, has been the Chief Executive Officer of SailPoint Technologies Holdings, Inc. since December 2005. Mr. McClain co-founded SailPoint Technologies, Inc. in December 2005 and serves...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Mark McClain
Co-Founder16.7yrsUS$7.43m0.94%
$ 57.9m
Christopher Schmitt
Executive VP5.4yrsUS$2.20m0.0050%
$ 307.4k
Jason Ream
Consultantless than a yearUS$3.57m0%
$ 0
Grady Summers
Executive Vice President of Product2.3yrsUS$3.37m0.24%
$ 14.8m
Matthew Mills
President of Worldwide Field Operationsno dataUS$4.70m0.17%
$ 10.4m
Colleen Healy
Chief Financial Officerless than a yearVeri yok0%
$ 0
Asanka Jayasuriya
Senior VP of Engineering & CTO2.3yrsVeri yokVeri yok
Wendy Wu
Chief Marketing Officer1.3yrsVeri yokVeri yok
Abby Payne
Chief People Officerno dataVeri yokVeri yok
Troy Donley
Senior Vice President of North American Sales3.6yrsVeri yokVeri yok
Stephen Bradford
Senior Vice President of EMEA2.3yrsVeri yokVeri yok
Meredith Blanchar
Chief Customer Officer1.8yrsVeri yokVeri yok
2.3yrs
Ortalama Görev Süresi
50.5yo
Ortalama Yaş

Deneyimli Yönetim: SAIL 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Mark McClain
Co-Founder16.7yrsUS$7.43m0.94%
$ 57.9m
James Pflaging
Independent Director7.6yrsUS$232.80k0.025%
$ 1.6m
William Bock
Independent Chairman of the Board of Directors11.6yrsUS$248.80k0.082%
$ 5.1m
Michael Sullivan
Independent Director4.8yrsUS$234.05k0.015%
$ 947.0k
J. McMartin
Director2.6yrsUS$2.10m0.051%
$ 3.2m
Heidi Melin
Independent Director3.6yrsUS$226.05k0.014%
$ 843.1k
Sudhakar Ramakrishna
Independent Director1.2yrsUS$172.99k0.0035%
$ 215.3k
Tracey Newell
Independent Director3.4yrsUS$222.55k0.017%
$ 1.1m
Ronald Green
Independent Director1.1yrsUS$144.75k0.0028%
$ 175.7k
3.6yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SAIL 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.6 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2022/08/16 10:36
Gün Sonu Hisse Fiyatı2022/08/15 00:00
Kazançlar2022/06/30
Yıllık Kazançlar2021/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

SailPoint Technologies Holdings, Inc. 17 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joshua TiltonBerenberg
Thomas WalkleyCanaccord Genuity
Fatima BoolaniCitigroup Inc