/
SailPoint, Inc. (together with its consolidated subsidiaries, as appropriate, SailPoint, the Company, our, or we ) delivers solutions to enable adaptive identity security for the enterprise. We do this via the SailPoint Platform that unifies identity data across systems and identity types, including employee identities, non-employee identities, machine identities, and AI agents for real-time go…
$13.50
+$0.32 (+2.43%)
Price from 19 days ago
The business is unprofitable at the operating level (-28.70% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue grew 24.4%, still solid. Margins contracted 6.8pp, which offsets some of the top-line progress.
Operating margin contracted 6.8pp YoY, cost discipline may be slipping.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$1.07B
▲ +24.4% YoY
Net Income (TTM)
-$270M
▲ +14.5% YoY
Op. Margin
-28.70%
▼ -6.8pp YoY
ROIC
-6.14%
▲ +22.3pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$65M
▲ +157.8% YoY
Op. Cash Flow (TTM)
$71M
▲ +166.3% YoY
Net Debt
-$340M
Net Cash Position
Cash & Equiv.
$358M
Continue Research