GEN vs SAIL: Gen Digital and SailPoint compared
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- Gen Digital is the larger company, worth $14.7B, close to SailPoint's $14.6B.
- SailPoint grew revenue faster over the last year (+16.8% vs +6.3%).
- Gen Digital keeps more of each dollar of revenue as operating profit (41.7% vs -18.9%).
- SailPoint's price assumes faster free cash flow growth: about 41% a year, against -5% for Gen Digital (reverse DCF).
Side by side
The stronger figure is shaded where higher (or, for valuation multiples, lower) reads as better. How the implied growth works.
| Measure | GEN | SAIL |
|---|---|---|
| Market cap | $14.7B | $14.6B |
| Share price | $23.25 | $20.77 |
| Revenue (last fiscal year) | $5.0B | $1.1B |
| Free cash flow (last fiscal year) | $1.5B | $52M |
| Revenue growth, last year | +6.3% | +16.8% |
| Revenue growth per year, last 5 fiscal years | +15.6% | +23.8% |
| Operating margin | 41.7% | -18.9% |
| Net margin | 20.7% | -16.9% |
| Return on equity | 39.6% | -2.9% |
| P/E (trailing) | 15.5x | — |
| Price / free cash flow | 9.66x | 281.2x |
| EV / EBITDA | 8.57x | — |
| FCF growth the price implies | -4.6% | 41.1% |
| Dividend yield | 2.1% | — |
| Debt / equity | 4.89x | 0.11x |
| Fundamental grade | B | D |
| Superinvestors holding it | 4 | 4 |
| Insider purchases, last 12 months | 7 | 0 |
Results from SEC filings
Revenue and free cash flow by fiscal year, from each company's 10-K filings.
Gen Digital
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2022 | $2.8B | $968M | 35.9% |
| 2023 | $3.3B | $751M | 36.4% |
| 2024 | $3.8B | $2.0B | 29.2% |
| 2025 | $3.9B | $1.2B | 40.9% |
| 2026 | $5.0B | $1.5B | 42.4% |
SailPoint
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2024 | $700M | -$253M | -47.6% |
| 2025 | $862M | -$120M | -21.9% |
| 2026 | $1.1B | $52M | -28.7% |
Where the revenue comes from
Gen Digital · by segments, 2026
Cyber Safety Platform$3.3B67%
Trust-Based Solutions$1.7B33%
SailPoint · by products, 2026
SaaS$602M56%
Term subscriptions$229M21%
Maintenance$151M14%
Services and other$61M6%
Other subscription services$28M3%
Compare them in fullFifteen years of statements, quarterly results, DCF and IRR models, and any number of peers side by side.
Open GEN in InvestinglyQuestions
Which is bigger, Gen Digital or SailPoint?
Gen Digital (GEN), at $14.7B against $14.6B.
Which grows faster, GEN or SAIL?
SailPoint: revenue grew +16.8% over the last year, against +6.3%.
More comparisons
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.