Dlocal vs Sailpoint
Dlocal and Sailpoint are similar in size: $1.09bn and $1.07bn of revenue in their latest fiscal years. Dlocal grew faster (46.6% against 24.4%). Dlocal kept more of each dollar of sales as profit: a net margin of 18.0% against -25.2%. Sailpoint carries less debt relative to equity (0.0% against 15.2%).
| Latest fiscal year | DlocalDLO, 2025 | SailpointSAIL, 2026 |
|---|---|---|
| Revenue | $1.09bn | $1.07bn |
| Revenue growth | 46.6% | 24.4% |
| Net income | $197m | −$270m |
| Operating margin | 20.1% | -28.7% |
| Net margin | 18.0% | -25.2% |
| Return on equity | 37.2% | -42.9% |
| Free cash flow | $413m | $64.6m |
| Cash | $720m | $358m |
| Total debt | $86.7m | $0 |
| Debt to equity | 15.2% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | 3.8% | — |
| Share buybacks | — | $0 |
| Employees | — | 3,229 |
| Market value | $3.98bn | $11.00bn |
| Price vs our value range | Below our value range | — |
| Moat score | — | — |
| Insider trades, 12 months | 1 buys, 4 sales | 0 buys, 101 sales |