SailPoint, Inc. Common Stock (SAIL)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $14.0B, SailPoint, Inc. Common Stock's free cash flow of $52M (fiscal 2026) would need to grow about 41% a year for the stock to be worth today's price.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from SailPoint, Inc. Common Stock's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from SAIL's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from SailPoint, Inc. Common Stock's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | $700M | $862M | $1.1B |
| Net income | -$395M | -$316M | -$270M |
| Free cash flow | -$253M | -$120M | $52M |
| EPS (diluted) | -$12.13 | -$12.91 | -$0.54 |
| Operating margin | -47.6% | -21.9% | -28.7% |
Where the revenue comes from
Revenue by products, fiscal 2026.
Superinvestors who own SAIL
From each investor's latest 13F filing (what a 13F shows). 4 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Ron Baron Baron Capital (BAMCO) |
Added | $16M | 0.02% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $12M | 0.00% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
New position | $11M | 0.72% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
New position | $486,399 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by SailPoint, Inc. Common Stock's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
Get an alert at your buy price
Pick the price you'd be interested at. We'll email you when SAIL trades at or below it.
Free accounts get 3 price alerts. No card needed.
In the full deep dive
Questions
What growth does SailPoint, Inc. Common Stock's stock price imply?
At a market value of $14.0B, SailPoint, Inc. Common Stock would need its free cash flow to grow about 41% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price.
Are SailPoint, Inc. Common Stock insiders buying the stock?
No open-market insider purchases of SAIL in the last 12 months, according to SEC Form 4 filings.
Which superinvestors own SailPoint, Inc. Common Stock?
4 of the superinvestors Investingly tracks hold SAIL in their latest 13F, including Ron Baron, Cliff Asness, Eric Marshall.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.