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SAIL

💻 Technology

SailPoint, Inc.

Conservative #266Aggressive #126Low RiskHigh 96
Market Cap
$8.9B
P/E Ratio
50.3
Sector avg: 87.8
Rev Growth
23.2%
Sector avg: 14.8%
Earnings Growth
20.1%
Profit Margin
-36.7%
Sector avg: -110.0%
Debt/Equity
N/A

Why This Score

SAIL scores 61.5 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E -0.19) provides financial flexibility and downside protection.
  • ML model assigns a high-conviction signal (97/100), indicating strong pattern recognition across 82 features.
  • High conviction (96/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Elevated valuation at 50.3x earnings — requires sustained growth to justify the premium.
  • Above-average volatility (20.0%) may not suit conservative risk tolerance.

Moderate penalties (-4.8 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score61.5
Fundamental Score53.8
ML Score97.0

Score by Horizon

3 Month
33.3
6 Month
37.2
Primary
1 Year
39.2

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
4%
Confidence
medium

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
50
Basing
Sentiment (2.5%)
69
Positive
Analyst (6.4%)
69
Favorable
Tradability (post-hoc)
90
Grade A
Base
62.4
SHAP
-0.3
Factors
+0.5
Conviction
+3.1
Divergence
-4.2
Final
61.5
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

68AVG
Value40
Quality40
Growth90
Stability90
Investment80

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)49.0
Technical (Momentum, Weinstein, Volatility)62.0
External (Sentiment, Analyst, Macro)84.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
-5.3% to -0.7%
Medium-term
-7.8% to -0.9%
Long-term
-10.3% to -1.1%

ML Model Core Features100 trained inputs → ML Score: 97

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score69.0/100
Target Upside+79.3%
Coverage29 analysts
Market Sentiment
Sentiment Score68.8/100
News Volume1 articles
Technical Stage
Weinstein Stage1 — Basing
12M Momentum+0.0%
6M Momentum+0.0%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration+0.0%
Momentum ConsistencyDivergent (0.00)
Relative Strength vs Sector-3.6%
Trend Strength (ADX Proxy)Weak (0.0)
Momentum Quality+0.000
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
1%
Low risk
Sector RevGr Rank
P78
Revenue growth vs Technology peers
Sector PE Rank
P22
Valuation vs Technology peers
Sector FCF Rank
P17
Free cash flow vs Technology peers
Growth Deviation
+0.3σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 46 relative to sector peers46/100
Machine learning model ranks this stock at the 44th percentileP44
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: -0.3pt (features diverge from model priorities)
Blend: 91% fund (46.2) + 9% ML (42.9) + SHAP(-0.3) = 45.6
Factor quality: +0.5pt (multi-factor composite)
Risk assessment: low. Annualized volatility 20.0%Low
Market cap adjustment: +0.5 points ($8.9B market cap)+0.5 pts
Conviction bonus: +3.1pt (conviction=96)
Risk Factors

No risk factors identified.

Sector Peer Comparison(Technology — Rank #64 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
SAIL61.550.323.2%-36.7%$8.9B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%

Market Sentimentvia FMP

No analyst sentiment data available for SAIL.

Why This Stock

TechnologyRevenue growth 23.2%

Tradability FilterGrade A — 90/100Score impact: -6.1pt

Volume
100
2.4M avg/day
Dollar Vol
87
$31M/day
Float
87
69M shares
Mkt Cap
73
$8.9B
Range
100
94% spread
Composite Liquidity Score90/100
FDCBA

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
12.2%
Outstanding Shares
562M
Bid-Ask Spread
94.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.