APP vs. SAIL: AppLovin vs. SailPoint Stock Comparison
How do AppLovin (APP) and SailPoint (SAIL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
AppLovin (APP) and SailPoint (SAIL) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
| Profile Item | APP | SAIL |
|---|---|---|
| Name | AppLovin Corporation Class A Common Stock | SailPoint, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Application Software | Application Software |
| Market Capitalization | 129.62 billion USD | 10.97 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | April 15, 2021 | February 13, 2025 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APP | SAIL |
|---|---|---|
| Total Return (1Y) | -34.71% | 0.45% |
| Total Return (3Y, Annualized) | 116.87% | -- |
| Total Return (5Y, Annualized) | 31.34% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | APP | SAIL |
|---|---|---|
| Volatility (1Y, Annualized) | 80.36% | 65.26% |
| Beta (5Y) | 2.25 | 2.06 |
| Max Drawdown (5Y) | -91.90% | -59.18% |
| Avg. Volume (3M) | 5.33M | 4.36M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APP | SAIL |
|---|---|---|
| Sharpe Ratio (1Y) | -0.49 | -0.06 |
| Sortino Ratio (1Y) | -0.69 | -0.08 |
Profitability
ROE (TTM)
SailPoint (SAIL) reports a negative ROE of -2.88%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile AppLovin (APP) reports 210.09%, ranking against industry peers normally.
APP
Software & Services industry group
210.09%
- APP
- 210.09%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
SAIL
Software & Services industry group
-2.88%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- SAIL
- -2.88%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
SailPoint (SAIL) reports a negative net margin of -16.92%, usually indicating a net loss over the period. Meanwhile AppLovin (APP) reports 65.89%, ranking against industry peers normally.
APP
Software & Services industry group
65.89%
- APP
- 65.89%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
SAIL
Software & Services industry group
-16.92%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- SAIL
- -16.92%
- Min
- -33.17%
Operating Margin (TTM)
SailPoint (SAIL) reports a negative operating margin of -18.85%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile AppLovin (APP) reports 78.22%, ranking against industry peers normally.
APP
Software & Services industry group
78.22%
- APP
- 78.22%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
SAIL
Software & Services industry group
-18.85%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- SAIL
- -18.85%
- Min
- -30.45%
Profitability Metrics
| Metric | APP | SAIL |
|---|---|---|
| ROE (TTM) | 210.09% | -2.88% |
| ROA (TTM) | 49.57% | -1.83% |
| Net Margin (TTM) | 65.89% | -16.92% |
| Operating Margin (TTM) | 78.22% | -18.85% |
| Gross Margin (TTM) | 88.78% | 66.27% |
Growth
Revenue Growth
AppLovin (APP) at 69.99% clears its industry range for revenue growth, far stronger top-line momentum than SailPoint (SAIL) at 24.35%, which is closer to a typical peer reading.
EPS Growth
Only one side can be read here: AppLovin (APP) reports EPS growth of 115.23%, ranked against its industry; SailPoint (SAIL) has no EPS growth figure this period.
Growth Metrics
| Metric | APP | SAIL |
|---|---|---|
| Revenue Growth (YoY) | 69.99% | 24.35% |
| Revenue Growth (3Y CAGR) | 24.84% | -- |
| EPS Growth (YoY) | 115.23% | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
SailPoint (SAIL) at 1.23 keeps current ratio within its industry’s typical mid-range, while AppLovin (APP) at 3.81 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
APP
Software & Services industry group
3.81
- Max
- 5.11
- APP
- 3.81
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
SAIL
Software & Services industry group
1.23
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- SAIL
- 1.23
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
SailPoint (SAIL) at 0.00 keeps leverage in the lower industry quartile, while AppLovin (APP) at 1.07 runs a more typical debt-to-equity mix.
APP
Software & Services industry group
1.07
- Max
- 2.52
- Q3
- 1.13
- APP
- 1.07
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
SAIL
Software & Services industry group
0.00
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- SAIL
- 0.00
- Min
- 0.00
Financial Strength Metrics
| Metric | APP | SAIL |
|---|---|---|
| Current Ratio (MRQ) | 3.81 | 1.23 |
| Debt / Equity (MRQ) | 1.07 | 0.00 |
| Net Debt / EBITDA | 0.06 | -- |
Dividends
Dividend Yield (TTM)
Neither AppLovin (APP) nor SailPoint (SAIL) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SAIL
Software & Services industry group
0.00%
- SAIL
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither AppLovin (APP) nor SailPoint (SAIL) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SAIL
Software & Services industry group
0.00%
- SAIL
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APP | SAIL |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: AppLovin (APP) trades at 26.34 times trailing earnings, ranked against its peers, while SailPoint (SAIL) has no P/E ratio this period.
APP
Software & Services industry group
26.34
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- APP
- 26.34
- Q1
- 18.77
- Min
- 6.69
SAIL
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- SAIL
- --
P/S Ratio (TTM)
Both AppLovin (APP) at 17.04 and SailPoint (SAIL) at 9.41 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
APP
Software & Services industry group
17.04
- Max
- 17.91
- APP
- 17.04
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
SAIL
Software & Services industry group
9.41
- Max
- 17.91
- SAIL
- 9.41
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
SailPoint (SAIL) at 1.60 sits in the lower P/B ratio quartile relative to book while AppLovin (APP) at 39.29 prices above its industry range — a wide valuation gap against assets.
APP
Software & Services industry group
39.29
- APP
- 39.29
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
SAIL
Software & Services industry group
1.60
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- SAIL
- 1.60
- Min
- -3.90
Valuation Metrics
| Metric | APP | SAIL |
|---|---|---|
| P/E Ratio (TTM) | 26.34 | -- |
| P/S Ratio (TTM) | 17.04 | 9.41 |
| P/B Ratio (MRQ) | 39.29 | 1.60 |
| Free Cash Flow Yield (TTM) | 2.87% | 3.09% |