SailPoint Inc (SAIL) FinancialsSAILFinancialSailPoint Inc

SailPoint, Inc. (SAIL) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Subscription, accounting for 94.9% of total sales, equivalent to $265.82M. Another important revenue stream is Services and other. Understanding this composition is critical for investors evaluating how SAIL navigates market cycles within the Software industry.

Evaluating the bottom line, SailPoint, Inc. maintains a gross margin of 64.65%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at -28.49%, while the net margin is -26.66%. These profitability ratios, combined with a Return on Equity (ROE) of -2.31%, provide a clear picture of how effectively SAIL converts its operational activities into shareholder value.

In the context of the broader market, SAIL competes directly with industry leaders such as TEM and AUR. With a market capitalization of $11.60B, it holds a significant position in the sector. When comparing efficiency, SAIL's gross margin of 64.65% stands against TEM's 64.45% and AUR's -250.00%. Such benchmarking helps identify whether SailPoint, Inc. is trading at a premium or discount relative to its financial performance.

SailPoint's revenue has shown growth, with Q2 2026 revenue at $264,359,000, up from $230,468,000 in Q1 2026. However, net income remains negative, with a net loss of $36,215,000 in Q4 2026. The gross margin is relatively strong at 67.29% for Q4 2026, but the company has faced challenges with profitability.