Comprehensive Stock Comparison
Compare SailPoint, Inc. (SAIL) vs CrowdStrike Holdings, Inc. (CRWD) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
Selected Stocks
Add up to 10 tickers. Use presets or search to get started.
Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | CRWD | 29.4% revenue growth vs SAIL's 23.2% |
| Quality / Margins | CRWD | -6.9% net margin vs SAIL's -29.2% |
| Stability / Safety | CRWD | Beta 1.49 vs SAIL's 1.53 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | CRWD | -4.5% vs SAIL's -41.3% |
| Efficiency (ROA) | CRWD | -3.2% ROA vs SAIL's -4.0% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
SailPoint is an enterprise identity security company that provides cloud-based and on-premises solutions to manage and secure access to critical data and applications. It generates revenue primarily through subscription fees for its Identity Security Cloud SaaS platform — which accounts for the majority of its business — and license/maintenance fees for its on-premises IdentityIQ solution. The company's competitive advantage lies in its comprehensive identity governance platform that integrates with thousands of applications and systems, creating significant switching costs for enterprise customers.
CrowdStrike is a cybersecurity company that provides cloud-native endpoint protection and threat intelligence through its Falcon platform. It generates revenue primarily from subscription fees for its security software modules — with cloud security, identity protection, and threat intelligence being key offerings — and managed security services. The company's competitive advantage lies in its AI-powered threat graph that analyzes trillions of security events weekly, creating a powerful network effect where each customer improves protection for all others.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
CRWD leads in 4 of 6 categories (Financial Metrics, Profitability & Efficiency). SAIL leads in 1 (Valuation Metrics).
Financial Metrics (TTM)
CRWD is the larger business by revenue, generating $4.6B annually — 4.5x SAIL's $1.0B. CRWD is the more profitable business, keeping -6.9% of every revenue dollar as net income compared to SAIL's -29.2%.
| Metric | SAILSailPoint, Inc. | CRWDCrowdStrike Holdi… |
|---|---|---|
| RevenueTrailing 12 months | $1.0B | $4.6B |
| EBITDAEarnings before interest/tax | $42M | -$150M |
| Net IncomeAfter-tax profit | -$297M | -$314M |
| Free Cash FlowCash after capex | $6M | $1.2B |
| Gross MarginGross profit ÷ Revenue | +66.0% | +74.3% |
| Operating MarginEBIT ÷ Revenue | -16.4% | -7.9% |
| Net MarginNet income ÷ Revenue | -29.2% | -6.9% |
| FCF MarginFCF ÷ Revenue | +0.6% | +25.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +19.8% | +22.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +85.4% | -100.0% |
Valuation Metrics
On an enterprise value basis, SAIL's 182.3x EV/EBITDA is more attractive than CRWD's 964.8x.
| Metric | SAILSailPoint, Inc. | CRWDCrowdStrike Holdi… |
|---|---|---|
| Market CapShares × price | $7.9B | $93.8B |
| Enterprise ValueMkt cap + debt − cash | $8.8B | $90.2B |
| Trailing P/EPrice ÷ TTM EPS | -7.12x | -4726.56x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 100.16x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 182.31x | 964.80x |
| Price / SalesMarket cap ÷ Revenue | 9.19x | 23.72x |
| Price / BookPrice ÷ Book value/share | — | 27.43x |
| Price / FCFMarket cap ÷ FCF | — | 87.81x |
Profitability & Efficiency
SAIL delivers a -4.3% return on equity — every $100 of shareholder capital generates $-4 in annual profit, vs $-8 for CRWD. On the Piotroski fundamental quality scale (0–9), SAIL scores 5/9 vs CRWD's 3/9, reflecting solid financial health.
| Metric | SAILSailPoint, Inc. | CRWDCrowdStrike Holdi… |
|---|---|---|
| ROE (TTM)Return on equity | -4.3% | -7.7% |
| ROA (TTM)Return on assets | -4.0% | -3.2% |
| ROICReturn on invested capital | — | — |
| ROCEReturn on capital employed | -2.7% | -2.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 |
| Debt / EquityFinancial leverage | — | 0.24x |
| Net DebtTotal debt minus cash | $926M | -$3.5B |
| Cash & Equiv.Liquid assets | $121M | $4.3B |
| Total DebtShort + long-term debt | $1.0B | $789M |
| Interest CoverageEBIT ÷ Interest expense | -0.91x | -7.52x |
Total Returns (with DRIP)
A $10,000 investment in CRWD five years ago would be worth $16,651 today (with dividends reinvested), compared to $6,409 for SAIL. Over the past 12 months, CRWD leads with a -4.5% total return vs SAIL's -41.3%. The 3-year compound annual growth rate (CAGR) favors CRWD at 45.5% vs SAIL's -13.8% — a key indicator of consistent wealth creation.
| Metric | SAILSailPoint, Inc. | CRWDCrowdStrike Holdi… |
|---|---|---|
| YTD ReturnYear-to-date | -25.6% | -18.0% |
| 1-Year ReturnPast 12 months | -41.3% | -4.5% |
| 3-Year ReturnCumulative with dividends | -35.9% | +208.2% |
| 5-Year ReturnCumulative with dividends | -35.9% | +66.5% |
| 10-Year ReturnCumulative with dividends | -35.9% | +541.3% |
| CAGR (3Y)Annualised 3-year return | -13.8% | +45.5% |
Risk & Volatility
CRWD is the less volatile stock with a 1.49 beta — it tends to amplify market swings less than SAIL's 1.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CRWD currently trades 65.6% from its 52-week high vs SAIL's 56.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | SAILSailPoint, Inc. | CRWDCrowdStrike Holdi… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.53x | 1.49x |
| 52-Week HighHighest price in past year | $24.95 | $566.90 |
| 52-Week LowLowest price in past year | $12.81 | $298.00 |
| % of 52W HighCurrent price vs 52-week peak | +56.5% | +65.6% |
| RSI (14)Momentum oscillator 0–100 | 41.6 | 40.2 |
| Avg Volume (50D)Average daily shares traded | 2.0M | 2.3M |
Analyst Outlook
Wall Street rates SAIL as "Buy" and CRWD as "Buy". Consensus price targets imply 64.4% upside for SAIL (target: $23) vs 42.9% for CRWD (target: $532).
| Metric | SAILSailPoint, Inc. | CRWDCrowdStrike Holdi… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $23.18 | $531.69 |
| # AnalystsCovering analysts | 30 | 63 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Feb 25 | Feb 26 | Change |
|---|---|---|---|
| SailPoint, Inc. (SAIL) | 100 | 71.45 | -28.5% |
| CrowdStrike Holding… (CRWD) | 100 | 114.66 | +14.7% |
CrowdStrike Holding… (CRWD) returned +67% over 5 years vs SailPoint, Inc. (SAIL)'s -36%. A $10,000 investment in CRWD 5 years ago would be worth $16,651 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| SailPoint, Inc. (SAIL) | $95M | $862M | +803.6% |
| CrowdStrike Holding… (CRWD) | $53M | $4.0B | +7395.7% |
SailPoint, Inc.'s revenue grew from $95M (2016) to $862M (2025) — a 27.7% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| SailPoint, Inc. (SAIL) | -11.3% | -36.7% | -223.4% |
| CrowdStrike Holding… (CRWD) | -173.2% | -0.5% | +99.7% |
SailPoint, Inc.'s net margin went from -11% (2016) to -37% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| SailPoint, Inc. (SAIL) | -0.15 | -1.98 | -1220.0% |
| CrowdStrike Holding… (CRWD) | -0.53 | -0.08 | +85.2% |
SailPoint, Inc.'s EPS grew from $-0.15 (2016) to $-1.98 (2025).
Chart 5Free Cash Flow — 5 Years
SailPoint, Inc. generated $-120M FCF in 2025 (-322% vs 2021). CrowdStrike Holdings, Inc. generated $1B FCF in 2025 (+265% vs 2021).
SAIL vs CRWD: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is SAIL or CRWD a better buy right now?
Analysts rate SailPoint, Inc. (SAIL) a "Buy" — based on 30 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 is the better long-term investment — SAIL or CRWD?
Over the past 5 years, CrowdStrike Holdings, Inc. (CRWD) delivered a total return of +66.5%, compared to -35.9% for SailPoint, Inc. (SAIL). A $10,000 investment in CRWD five years ago would be worth approximately $17K today (assuming dividends reinvested). Over 10 years, the gap is even starker: CRWD returned +541.3% versus SAIL's -35.9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — SAIL or CRWD?
By beta (market sensitivity over 5 years), CrowdStrike Holdings, Inc. (CRWD) is the lower-risk stock at 1.49β versus SailPoint, Inc.'s 1.53β — meaning SAIL is approximately 3% more volatile than CRWD relative to the S&P 500.
04Which has better profit margins — SAIL or CRWD?
CrowdStrike Holdings, Inc. (CRWD) is the more profitable company, earning -0.5% net margin versus -36.7% for SailPoint, Inc. — meaning it keeps -0.5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CRWD leads at -3.0% versus -21.9% for SAIL. At the gross margin level — before operating expenses — CRWD leads at 74.9%, 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.
05Is SAIL or CRWD more undervalued right now?
Analyst consensus price targets imply the most upside for SAIL: 64.4% to $23.18.
06Which pays a better dividend — SAIL or CRWD?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is SAIL or CRWD better for a retirement portfolio?
For long-horizon retirement investors, CrowdStrike Holdings, Inc. (CRWD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+541.3% 10Y return). SailPoint, Inc. (SAIL) carries a higher beta of 1.53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CRWD: +541.3%, SAIL: -35.9%), 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.
08What are the main differences between SAIL and CRWD?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that beat both.