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Sentinelone vs Sailpoint

Sentinelone and Sailpoint are similar in size: $1.00bn and $1.07bn of revenue in their latest fiscal years. Sailpoint grew faster (24.4% against 21.9%). Sailpoint kept more of each dollar of sales as profit: a net margin of -25.2% against -45.0%.

Latest fiscal yearSentineloneS, 2026SailpointSAIL, 2026
Revenue $1.00bn $1.07bn
Revenue growth 21.9% 24.4%
Net income −$451m −$270m
Operating margin -32.1% -28.7%
Net margin -45.0% -25.2%
Return on equity -29.0% -42.9%
Free cash flow $75.9m $64.6m
Cash $170m $358m
Total debt — $0
Debt to equity — 0.0%
Dividend per share — —
Dividend yield — —
Share buybacks $200m $0
Employees 2,900 3,229
Market value $7.88bn $11.00bn
Price vs our value range — —
Moat score 33 (Weak) —
Insider trades, 12 months 1 buys, 60 sales 0 buys, 101 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.