SAILSailPoint, Inc.
Is the business good?
6 of 9 health tests passed. That is the only one of 4 checks this filer's data supports, so take it as a single data point rather than a settled answer.
Mixed fundamental signals. Nine pass/fail tests of year-over-year health from the filings.
Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.
How good a business is SAIL?
SailPoint, Inc. earns −2.7% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.
Return on invested capital · cost of capital 9.0% · 12 points below what the capital costs: growth destroys value
- Operating margin
- −19%
Operating margin · Software - Infrastructure median 5.8% · 12 months to Q2 2027
- Share count, year on year
- +2.2%
Share count, year on year · shareholders own a smaller slice than a year ago
- R&D as % of revenue
- 20%
R&D as % of revenue
| Year | Operating margin |
|---|---|
| FY2024 | −48% |
| FY2025 | −22% |
| FY2026 | −29% |
Details›
- Gross margin12 months to Q2 2027
- 66%
- Operating margin12 months to Q2 2027
- −19%
- Net margin12 months to Q2 2027
- −17%
- Free cash flow margin
- 17%
- R&D as % of revenue
- 20%
- Revenue, trailing twelve months
- $1.17B
- Free cash flow, trailing twelve months
- $195M
- Net income, trailing twelve months
- −$197M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- −2.7%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.
Software, Infrastructure
The closest names by size in the same industry