JAMF
Jamf Holding Corp.
Software - Application
Market Cap$1.75B
5Y Perf.-4.6%
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Stock Comparison
JAMF vs SAIL vs OSPN vs OKTA
Revenue, margins, valuation, and 5-year total return — side by side.
SAIL
SailPoint, Inc.
Software - Infrastructure
Market Cap$6.85B
5Y Perf.-34.6%
OSPN
OneSpan Inc.
Software - Infrastructure
Market Cap$455M
5Y Perf.-26.6%
OKTA
Okta, Inc.
Software - Infrastructure
Market Cap$14.59B
5Y Perf.-6.6%
JAMF vs SAIL vs OSPN vs OKTA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | JAMF | SAIL | OSPN | OKTA |
|---|---|---|---|---|
| Industry | Software - Application | Software - Infrastructure | Software - Infrastructure | Software - Infrastructure |
| Market Cap | $1.75B | $6.85B | $455M | $14.59B |
| Revenue (TTM) | $691M | $1.02B | $246M | $2.92B |
| Net Income (TTM) | $-41M | $-297M | $70M | $235M |
| Gross Margin | 76.8% | 66.0% | 70.5% | 77.4% |
| Operating Margin | -5.0% | -16.4% | 19.4% | 5.2% |
| Forward P/E | 13.4x | — | 9.9x | 21.3x |
| Total Debt | $370M | $1.05B | $6M | $422M |
| Cash & Equiv. | $225M | $121M | $70M | $858M |
JAMF vs SAIL vs OSPN vs OKTA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
JAMF
SAIL
OSPN
OKTA
| Stock | Feb 25 | Feb 26 | Return |
|---|---|---|---|
| Jamf Holding Corp. (JAMF) | 100 | 95.4 | -4.6% |
| SailPoint, Inc. (SAIL) | 100 | 65.4 | -34.6% |
| OneSpan Inc. (OSPN) | 100 | 73.4 | -26.6% |
| Okta, Inc. (OKTA) | 100 | 93.4 | -6.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: JAMF vs SAIL vs OSPN vs OKTA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: OSPN leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Jamf Holding Corp. is the stronger pick specifically for recent price momentum and sentiment. SAIL and OKTA also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
JAMF
Jamf Holding Corp.
The Momentum Pick
JAMF is the #2 pick in this set and the best alternative if momentum is your priority.
- +19.5% vs SAIL's -33.7%
Best for: momentum
SAIL
SailPoint, Inc.
The Growth Play
SAIL is the clearest fit if your priority is growth exposure.
- Rev growth 23.2%, EPS growth 72.0%, 3Y rev CAGR 33.1%
- 23.2% revenue growth vs OSPN's 0.0%
Best for: growth exposure
OSPN
OneSpan Inc.
The Long-Run Compounder
OSPN carries the broadest edge in this set and is the clearest fit for long-term compounding.
- -21.7% 10Y total return vs SAIL's -44.6%
- Lower P/E (9.9x vs 21.3x)
- 28.5% margin vs SAIL's -29.2%
- 3.9% yield; 2-year raise streak; the other 3 pay no meaningful dividend
Best for: long-term compounding
OKTA
Okta, Inc.
The Income Pick
OKTA is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 1.11
- Lower volatility, beta 1.11, Low D/E 6.0%, current ratio 1.36x
- Beta 1.11, current ratio 1.36x
- Beta 1.11 vs SAIL's 1.81
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SAIL | 23.2% revenue growth vs OSPN's 0.0% |
| Value | OSPN | Lower P/E (9.9x vs 21.3x) |
| Quality / Margins | OSPN | 28.5% margin vs SAIL's -29.2% |
| Stability / Safety | OKTA | Beta 1.11 vs SAIL's 1.81 |
| Dividends | OSPN | 3.9% yield; 2-year raise streak; the other 3 pay no meaningful dividend |
| Momentum (1Y) | JAMF | +19.5% vs SAIL's -33.7% |
| Efficiency (ROA) | OSPN | 18.9% ROA vs SAIL's -4.0% |
JAMF vs SAIL vs OSPN vs OKTA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2022
FY 2025
FY 2026
JAMF vs SAIL vs OSPN vs OKTA — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLOSPNLAGGINGSAIL
Who Leads Where
OKTA leads in 2 of 6 categories
OSPN leads 2 • JAMF leads 0 • SAIL leads 0 • 1 tied
Explore the data ↓SAILSailPoint, Inc.
0leads
JAMFJamf Holding Corp.
0leads
OKTAOkta, Inc.
2leads
OSPNOneSpan Inc.
2leads
6 Total Categories
CATEGORYLEADERvs OKTAvs JAMFMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
OKTA3/6
Valuation MetricsMultiples, price ratios, and targets
OSPN5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
OSPN7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
OKTA3/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
OKTA leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
OKTA is the larger business by revenue, generating $2.9B annually — 11.9x OSPN's $246M. OSPN is the more profitable business, keeping 28.5% of every revenue dollar as net income compared to SAIL's -29.2%. On growth, SAIL holds the edge at +19.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | JAMFJamf Holding Corp. | SAILSailPoint, Inc. | OSPNOneSpan Inc. | OKTAOkta, Inc. |
|---|---|---|---|---|
| RevenueTrailing 12 months | $691M | $1.0B | $246M | $2.9B |
| EBITDAEarnings before interest/tax | $18M | $42M | $57M | $243M |
| Net IncomeAfter-tax profit | -$41M | -$297M | $70M | $235M |
| Free Cash FlowCash after capex | $108M | $6M | $47M | $900M |
| Gross MarginGross profit ÷ Revenue | +76.8% | +66.0% | +70.5% | +77.4% |
| Operating MarginEBIT ÷ Revenue | -5.0% | -16.4% | +19.4% | +5.2% |
| Net MarginNet income ÷ Revenue | -6.0% | -29.2% | +28.5% | +8.1% |
| FCF MarginFCF ÷ Revenue | +15.6% | +0.6% | +19.0% | +30.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +15.2% | +19.8% | +4.1% | +11.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +68.6% | +85.4% | -18.9% | +169.2% |
OKTA leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
OSPN leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 6.4x trailing earnings, OSPN trades at a 90% valuation discount to OKTA's 61.7x P/E. On an enterprise value basis, OSPN's 6.0x EV/EBITDA is more attractive than SAIL's 160.2x.
| Metric | JAMFJamf Holding Corp. | SAILSailPoint, Inc. | OSPNOneSpan Inc. | OKTAOkta, Inc. |
|---|---|---|---|---|
| Market CapShares × price | $1.7B | $6.8B | $455M | $14.6B |
| Enterprise ValueMkt cap + debt − cash | $1.9B | $7.8B | $391M | $14.2B |
| Trailing P/EPrice ÷ TTM EPS | -24.62x | -6.16x | 6.39x | 61.74x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.43x | — | 9.89x | 21.32x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | — | 160.20x | 6.00x | 56.86x |
| Price / SalesMarket cap ÷ Revenue | 2.79x | 7.95x | 1.87x | 5.00x |
| Price / BookPrice ÷ Book value/share | 2.33x | — | 1.72x | 2.07x |
| Price / FCFMarket cap ÷ FCF | 78.88x | — | 9.02x | 16.13x |
OSPN leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
OSPN leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
OSPN delivers a 27.3% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $-8 for SAIL. OSPN carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to JAMF's 0.52x. On the Piotroski fundamental quality scale (0–9), OKTA scores 8/9 vs OSPN's 5/9, reflecting strong financial health.
| Metric | JAMFJamf Holding Corp. | SAILSailPoint, Inc. | OSPNOneSpan Inc. | OKTAOkta, Inc. |
|---|---|---|---|---|
| ROE (TTM)Return on equity | -5.2% | -8.0% | +27.3% | +3.5% |
| ROA (TTM)Return on assets | -1.9% | -4.0% | +18.9% | +2.5% |
| ROICReturn on invested capital | -6.0% | — | +21.7% | +1.7% |
| ROCEReturn on capital employed | -5.9% | -2.7% | +19.6% | +2.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 5 | 8 |
| Debt / EquityFinancial leverage | 0.52x | — | 0.02x | 0.06x |
| Net DebtTotal debt minus cash | $145M | $926M | -$64M | -$436M |
| Cash & Equiv.Liquid assets | $225M | $121M | $70M | $858M |
| Total DebtShort + long-term debt | $370M | $1.0B | $6M | $422M |
| Interest CoverageEBIT ÷ Interest expense | -9.03x | -0.91x | 1656.95x | 59.50x |
OSPN leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
OKTA leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SAIL five years ago would be worth $5,541 today (with dividends reinvested), compared to $3,409 for OKTA. Over the past 12 months, JAMF leads with a +19.5% total return vs SAIL's -33.7%. The 3-year compound annual growth rate (CAGR) favors OKTA at 0.7% vs SAIL's -17.9% — a key indicator of consistent wealth creation.
| Metric | JAMFJamf Holding Corp. | SAILSailPoint, Inc. | OSPNOneSpan Inc. | OKTAOkta, Inc. |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +0.4% | -35.7% | -0.1% | -3.3% |
| 1-Year ReturnPast 12 months | +19.5% | -33.7% | -19.1% | -31.5% |
| 3-Year ReturnCumulative with dividends | -27.0% | -44.6% | -7.0% | +2.1% |
| 5-Year ReturnCumulative with dividends | -60.4% | -44.6% | -50.3% | -65.9% |
| 10-Year ReturnCumulative with dividends | -64.8% | -44.6% | -21.7% | +244.0% |
| CAGR (3Y)Annualised 3-year return | -9.9% | -17.9% | -2.4% | +0.7% |
OKTA leads this category, winning 3 of 6 comparable metrics.
Risk & Volatility
Evenly matched — JAMF and OKTA each lead in 1 of 2 comparable metrics.
Risk & Volatility
OKTA is the less volatile stock with a 1.11 beta — it tends to amplify market swings less than SAIL's 1.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JAMF currently trades 99.9% from its 52-week high vs SAIL's 48.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | JAMFJamf Holding Corp. | SAILSailPoint, Inc. | OSPNOneSpan Inc. | OKTAOkta, Inc. |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.16x | 1.81x | 1.23x | 1.11x |
| 52-Week HighHighest price in past year | $13.06 | $24.95 | $18.13 | $127.57 |
| 52-Week LowLowest price in past year | $7.09 | $10.30 | $10.07 | $62.66 |
| % of 52W HighCurrent price vs 52-week peak | +99.9% | +48.9% | +67.0% | +63.4% |
| RSI (14)Momentum oscillator 0–100 | 66.9 | 43.7 | 61.5 | 54.1 |
| Avg Volume (50D)Average daily shares traded | 0 | 3.1M | 599K | 3.7M |
Evenly matched — JAMF and OKTA each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: JAMF as "Hold", SAIL as "Buy", OSPN as "Buy", OKTA as "Buy". Consensus price targets imply 76.4% upside for SAIL (target: $22) vs -0.4% for JAMF (target: $13). OSPN is the only dividend payer here at 3.95% yield — a key consideration for income-focused portfolios.
| Metric | JAMFJamf Holding Corp. | SAILSailPoint, Inc. | OSPNOneSpan Inc. | OKTAOkta, Inc. |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $13.00 | $21.50 | $15.50 | $101.81 |
| # AnalystsCovering analysts | 15 | 32 | 15 | 51 |
| Dividend YieldAnnual dividend ÷ price | — | — | +3.9% | — |
| Dividend StreakConsecutive years of raises | — | — | 2 | — |
| Dividend / ShareAnnual DPS | — | — | $0.48 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.0% | +0.1% | +2.9% | +0.5% |
Insufficient data to determine a leader in this category.
Key Takeaway
OKTA leads in 2 of 6 categories (Income & Cash Flow, Total Returns). OSPN leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
Best OverallOneSpan Inc. (OSPN)Leads 2 of 6 categories
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JAMF vs SAIL vs OSPN vs OKTA: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is JAMF or SAIL or OSPN or OKTA a better buy right now?
For growth investors, SailPoint, Inc.
(SAIL) is the stronger pick with 23. 2% revenue growth year-over-year, versus 0. 0% for OneSpan Inc. (OSPN). OneSpan Inc. (OSPN) offers the better valuation at 6. 4x trailing P/E (9. 9x forward), making it the more compelling value choice. Analysts rate SailPoint, Inc. (SAIL) a "Buy" — based on 32 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — JAMF or SAIL or OSPN or OKTA?
On trailing P/E, OneSpan Inc.
(OSPN) is the cheapest at 6. 4x versus Okta, Inc. at 61. 7x. On forward P/E, OneSpan Inc. is actually cheaper at 9. 9x.
03Which is the better long-term investment — JAMF or SAIL or OSPN or OKTA?
Over the past 5 years, SailPoint, Inc.
(SAIL) delivered a total return of -44. 6%, compared to -65. 9% for Okta, Inc. (OKTA). Over 10 years, the gap is even starker: OKTA returned +244. 0% versus JAMF's -64. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — JAMF or SAIL or OSPN or OKTA?
By beta (market sensitivity over 5 years), Okta, Inc.
(OKTA) is the lower-risk stock at 1. 11β versus SailPoint, Inc. 's 1. 81β — meaning SAIL is approximately 63% more volatile than OKTA relative to the S&P 500. On balance sheet safety, OneSpan Inc. (OSPN) carries a lower debt/equity ratio of 2% versus 52% for Jamf Holding Corp. — giving it more financial flexibility in a downturn.
05Which is growing faster — JAMF or SAIL or OSPN or OKTA?
By revenue growth (latest reported year), SailPoint, Inc.
(SAIL) is pulling ahead at 23. 2% versus 0. 0% for OneSpan Inc. (OSPN). On earnings-per-share growth, the picture is similar: Okta, Inc. grew EPS 20. 8% year-over-year, compared to 30. 1% for OneSpan Inc.. Over a 3-year CAGR, SAIL leads at 33. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — JAMF or SAIL or OSPN or OKTA?
OneSpan Inc.
(OSPN) is the more profitable company, earning 30. 0% net margin versus -36. 7% for SailPoint, Inc. — meaning it keeps 30. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OSPN leads at 20. 6% versus -21. 9% for SAIL. At the gross margin level — before operating expenses — JAMF leads at 77. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is JAMF or SAIL or OSPN or OKTA more undervalued right now?
On forward earnings alone, OneSpan Inc.
(OSPN) trades at 9. 9x forward P/E versus 21. 3x for Okta, Inc. — 11. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SAIL: 76. 4% to $21. 50.
08Which pays a better dividend — JAMF or SAIL or OSPN or OKTA?
In this comparison, OSPN (3.
9% yield) pays a dividend. JAMF, SAIL, OKTA do not pay a meaningful dividend and should not be held primarily for income.
09Is JAMF or SAIL or OSPN or OKTA better for a retirement portfolio?
For long-horizon retirement investors, OneSpan Inc.
(OSPN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 23), 3. 9% yield). SailPoint, Inc. (SAIL) carries a higher beta of 1. 81 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (OSPN: -21. 7%, SAIL: -44. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between JAMF and SAIL and OSPN and OKTA?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: JAMF is a small-cap quality compounder stock; SAIL is a small-cap high-growth stock; OSPN is a small-cap deep-value stock; OKTA is a mid-cap quality compounder stock. OSPN pays a dividend while JAMF, SAIL, OKTA do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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