SAIL - SailPoint: The Bull Run Is Not Over Yet
Investment Thesis
SailPoint (SAIL) is a leader in identity governance and offers a great business model, with a significant growth opportunity driven by further market penetration and strong upsell & cross-sell opportunities to existing customers. There is an increased demand for identity governance solutions with a total addressable market of $11 billion. SailPoint’s identity governance products offer a strong competitive advantage, due to increased operational efficiency and profitability, together with flexibility and scalability that are suitable for large enterprises. The company is a best-in-class leader in its niche industry and consistently maintains a