Seek Returns

SAIL vs. TWLO: SailPoint vs. Twilio Stock Comparison

How do SailPoint (SAIL) and Twilio (TWLO) 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

SailPoint (SAIL) and Twilio (TWLO) both fall under the Software & Services industry group, but SAIL is classified in Software while TWLO is classified in IT Services.

Twilio (TWLO) has been public since June 23, 2016, giving it a longer listed trading history, while SailPoint (SAIL) listed on February 13, 2025 and still has a shorter public-market record.

Company profile comparison for SailPoint (SAIL) and Twilio (TWLO)
Profile ItemSAILTWLO
NameSailPoint, Inc.Twilio Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareIT Services
GICS Sub-IndustryApplication SoftwareInternet Services & Infrastructure
Market Capitalization10.97 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateFebruary 13, 2025June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

SAIL
TWLO
GSPC
Loading price history…
SailPoint (SAIL) vs. Twilio (TWLO), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for SailPoint (SAIL) and Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for SailPoint (SAIL) and Twilio (TWLO). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for SailPoint (SAIL) and Twilio (TWLO)
MetricSAILTWLO
Total Return (1Y)0.45%61.15%
Total Return (3Y, Annualized)--54.31%
Total Return (5Y, Annualized)---7.91%

Risk Profile

Drawdown History

SAIL
TWLO
GSPC
Loading price history…
SailPoint (SAIL) vs. Twilio (TWLO), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for SailPoint (SAIL) and Twilio (TWLO). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for SailPoint (SAIL) and Twilio (TWLO)
MetricSAILTWLO
Volatility (1Y, Annualized)65.26%63.75%
Beta (5Y)2.061.48
Max Drawdown (5Y)-59.18%-86.25%
Avg. Volume (3M)4.36M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
SAIL and TWLO are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for SailPoint (SAIL) and Twilio (TWLO)
MetricSAILTWLO
Sharpe Ratio (1Y)-0.060.89
Sortino Ratio (1Y)-0.081.49

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 Twilio (TWLO) reports 14.92%, ranking against industry peers normally.

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%

TWLO

Software & Services industry group

14.92%

Max
53.85%
Q3
17.90%
TWLO
14.92%
Median
6.59%
Q1
-9.59%
Min
-50.52%
Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

SailPoint (SAIL) reports a negative net margin of -16.92%, usually indicating a net loss over the period. Meanwhile Twilio (TWLO) reports 21.82%, ranking against industry peers normally.

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%

TWLO

Software & Services industry group

21.82%

Max
41.17%
TWLO
21.82%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

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 Twilio (TWLO) reports 9.53%, ranking against industry peers normally.

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%

TWLO

Software & Services industry group

9.53%

Max
46.89%
Q3
17.64%
TWLO
9.53%
Median
8.73%
Q1
-2.13%
Min
-30.45%
Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for SailPoint (SAIL) and Twilio (TWLO)
MetricSAILTWLO
ROE (TTM)-2.88%14.92%
ROA (TTM)-1.83%2.69%
Net Margin (TTM)-16.92%21.82%
Operating Margin (TTM)-18.85%9.53%
Gross Margin (TTM)66.27%48.61%

Growth

Revenue Growth

Both SailPoint (SAIL) at 24.35% and Twilio (TWLO) at 13.66% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Neither SailPoint (SAIL) nor Twilio (TWLO) reports a EPS growth value for this period, so a direct comparison isn't possible.

Growth Metrics

Growth metrics for SailPoint (SAIL) and Twilio (TWLO)
MetricSAILTWLO
Revenue Growth (YoY)24.35%13.66%
Revenue Growth (3Y CAGR)--9.82%
EPS Growth (YoY)----
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 Twilio (TWLO) at 4.47 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

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

TWLO

Software & Services industry group

4.47

Max
5.11
TWLO
4.47
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

SailPoint (SAIL) at 0.00 keeps leverage in the lower industry quartile, while Twilio (TWLO) at 0.12 runs a more typical debt-to-equity mix.

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

TWLO

Software & Services industry group

0.12

Max
2.52
Q3
1.13
Median
0.40
TWLO
0.12
Q1
0.07
Min
0.00
Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for SailPoint (SAIL) and Twilio (TWLO)
MetricSAILTWLO
Current Ratio (MRQ)1.234.47
Debt / Equity (MRQ)0.000.12
Net Debt / EBITDA---3.13

Dividends

Dividend Yield (TTM)

Neither SailPoint (SAIL) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

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%

TWLO

Software & Services industry group

0.00%

TWLO
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither SailPoint (SAIL) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

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%

TWLO

Software & Services industry group

0.00%

TWLO
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for SailPoint (SAIL) and Twilio (TWLO)
MetricSAILTWLO
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: Twilio (TWLO) trades at 25.38 times trailing earnings, ranked against its peers, while SailPoint (SAIL) has no P/E ratio this period.

SAIL

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
SAIL
--

TWLO

Software & Services industry group

25.38

Max
112.94
Q3
60.32
Median
32.91
TWLO
25.38
Q1
18.77
Min
6.69
Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): SAIL does not report P/E ratio, so it has no value marker; TWLO is benchmarked against the Software & Services industry group.

P/S Ratio (TTM)

Twilio (TWLO) at 5.36 is priced about in line with its industry on P/S ratio, while SailPoint (SAIL) at 9.41 sits in the pricier quartile — SAIL costs more per dollar of sales.

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

TWLO

Software & Services industry group

5.36

Max
17.91
Q3
8.78
TWLO
5.36
Median
4.25
Q1
2.23
Min
0.02
Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

SailPoint (SAIL) at 1.60 sits in the lower P/B ratio quartile against book while Twilio (TWLO) at 3.41 is valued near its industry’s middle — SAIL is cheaper on assets, though weigh it against ROE and asset quality.

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

TWLO

Software & Services industry group

3.41

Max
16.63
Q3
8.50
Median
4.30
TWLO
3.41
Q1
1.92
Min
-3.90
Loading chart…
SailPoint (SAIL) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for SailPoint (SAIL) and Twilio (TWLO)
MetricSAILTWLO
P/E Ratio (TTM)--25.38
P/S Ratio (TTM)9.415.36
P/B Ratio (MRQ)1.603.41
Free Cash Flow Yield (TTM)3.09%3.45%