SAIL vs. ZM: SailPoint vs. Zoom Communications Stock Comparison
How do SailPoint (SAIL) and Zoom Communications (ZM) 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 Zoom Communications (ZM) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
Zoom Communications (ZM) has been public since April 18, 2019, giving it a longer listed trading history, while SailPoint (SAIL) listed on February 13, 2025 and still has a shorter public-market record.
| Profile Item | SAIL | ZM |
|---|---|---|
| Name | SailPoint, Inc. | Zoom Communications, Inc. Class A Common Stock |
| 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 | 10.97 billion USD | 26.23 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | February 13, 2025 | April 18, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | SAIL | ZM |
|---|---|---|
| Total Return (1Y) | 0.45% | 12.58% |
| Total Return (3Y, Annualized) | -- | 14.89% |
| Total Return (5Y, Annualized) | -- | -18.67% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
SailPoint (SAIL) carries a highly aggressive beta of 2.06, indicating much higher sensitivity to broad-market moves, whereas Zoom Communications (ZM) is closer to market-like at 0.99 — a noticeable difference in market-sensitivity profile.
| Metric | SAIL | ZM |
|---|---|---|
| Volatility (1Y, Annualized) | 65.26% | 45.03% |
| Beta (5Y) | 2.06 | 0.99 |
| Max Drawdown (5Y) | -59.18% | -79.08% |
| Avg. Volume (3M) | 4.36M | 2.88M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | SAIL | ZM |
|---|---|---|
| Sharpe Ratio (1Y) | -0.06 | 0.18 |
| Sortino Ratio (1Y) | -0.08 | 0.28 |
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 Zoom Communications (ZM) reports 32.14%, 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%
ZM
Software & Services industry group
32.14%
- Max
- 53.85%
- ZM
- 32.14%
- Q3
- 17.90%
- Median
- 6.59%
- 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 Zoom Communications (ZM) reports 65.19%, 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%
ZM
Software & Services industry group
65.19%
- ZM
- 65.19%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- 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 Zoom Communications (ZM) reports 24.61%, 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%
ZM
Software & Services industry group
24.61%
- Max
- 46.89%
- ZM
- 24.61%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | SAIL | ZM |
|---|---|---|
| ROE (TTM) | -2.88% | 32.14% |
| ROA (TTM) | -1.83% | 6.11% |
| Net Margin (TTM) | -16.92% | 65.19% |
| Operating Margin (TTM) | -18.85% | 24.61% |
| Gross Margin (TTM) | 66.27% | 77.66% |
Growth
Revenue Growth
SailPoint (SAIL) at 24.35% is around its peer norm for revenue growth, while Zoom Communications (ZM) at 4.36% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Only one side can be read here: Zoom Communications (ZM) reports EPS growth of 92.52%, ranked against its industry; SailPoint (SAIL) has no EPS growth figure this period.
Growth Metrics
| Metric | SAIL | ZM |
|---|---|---|
| Revenue Growth (YoY) | 24.35% | 4.36% |
| Revenue Growth (3Y CAGR) | -- | 3.49% |
| EPS Growth (YoY) | -- | 92.52% |
| EPS Growth (3Y CAGR) | -- | 162.93% |
Financial Strength
Current Ratio (MRQ)
SailPoint (SAIL) at 1.23 keeps current ratio within its industry’s typical mid-range, while Zoom Communications (ZM) at 3.83 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
ZM
Software & Services industry group
3.83
- Max
- 5.11
- ZM
- 3.83
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both SailPoint (SAIL) at 0.00 and Zoom Communications (ZM) at 0.01 keep leverage in the lower quartile of their industries, with less balance-sheet debt relative to equity than most peers.
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
ZM
Software & Services industry group
0.01
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- ZM
- 0.01
- Min
- 0.00
Financial Strength Metrics
| Metric | SAIL | ZM |
|---|---|---|
| Current Ratio (MRQ) | 1.23 | 3.83 |
| Debt / Equity (MRQ) | 0.00 | 0.01 |
| Net Debt / EBITDA | -- | -5.39 |
Dividends
Dividend Yield (TTM)
Neither SailPoint (SAIL) nor Zoom Communications (ZM) 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%
ZM
Software & Services industry group
0.00%
- ZM
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither SailPoint (SAIL) nor Zoom Communications (ZM) 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%
ZM
Software & Services industry group
0.00%
- ZM
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | SAIL | ZM |
|---|---|---|
| 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: Zoom Communications (ZM) trades at 8.34 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
- --
ZM
Software & Services industry group
8.34
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- ZM
- 8.34
- Min
- 6.69
P/S Ratio (TTM)
Zoom Communications (ZM) at 5.25 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
ZM
Software & Services industry group
5.25
- Max
- 17.91
- Q3
- 8.78
- ZM
- 5.25
- 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 against book while Zoom Communications (ZM) at 2.32 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
ZM
Software & Services industry group
2.32
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- ZM
- 2.32
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | SAIL | ZM |
|---|---|---|
| P/E Ratio (TTM) | -- | 8.34 |
| P/S Ratio (TTM) | 9.41 | 5.25 |
| P/B Ratio (MRQ) | 1.60 | 2.32 |
| Free Cash Flow Yield (TTM) | 3.09% | 7.53% |