Is the business good?
How good a business is SAIL?
SailPoint, Inc. earns −2.5% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.
−2.5%
Return on invested capital · cost of capital 9.0% · 11 points below what the capital costs: growth destroys value
- Operating margin
- −18%
Operating margin · Software - Infrastructure median 6.1% · 12 months to Q1 2027
- Share count, year on year
- +13%
Share count, year on year · shareholders own a smaller slice than a year ago
- R&D as % of revenue
- 19%
R&D as % of revenue
| Year | Operating margin |
|---|---|
| FY2024 | −48% |
| FY2025 | −22% |
| FY2026 | −29% |
Details›
- Gross margin12 months to Q1 2027
- 66%
- Operating margin12 months to Q1 2027
- −18%
- Net margin12 months to Q1 2027
- −14%
- Free cash flow margin
- 18%
- R&D as % of revenue
- 19%
- Revenue, trailing twelve months
- $1.12B
- Free cash flow, trailing twelve months
- $201M
- Net income, trailing twelve months
- −$157M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- −2.5%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.
Software - Infrastructure
Ranks #45 of 78 by Smart Score