COMPARE · Data as of August 21, 2026
SAIL vs TENB
Verdict: Side-by-side breakdown using the Bull Rankings model. SAIL scored 49.4, TENB scored 59.3 — TENB leads.
Compare another set
SAIL
SailPoint, Inc.
49.4
$18.64 · $10.6B
fundamentals as of
Score gap
9.9
TENB leads
TENB
Tenable Holdings, Inc.
59.3
$34.38 · $3.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTENB3.6x
- Fastest growthSAIL+24.0%
- Strongest balance sheetSAIL0.00
- Highest qualityTENB62 / 100
- Largest discount to fair valueTENB-21%
Side by side · every name on one set of axes
Growth against the P/S multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
SAIL
stronger →← stronger
TENB
40
Qualityreturns · margins · balance sheet
62
91
Growthrevenue & earnings expansion
72
33
Valuevaluation vs sector peers
47
TENB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SAIL
TENB
$201mC
FCF
$264mC
+24.0%A-
Rev
+9.9%B
0.00A
D/E
2.12D
9.4xC
P/S
3.6xB+
—
PEG
1.35B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
SAIL
TENB
130% above
Price vs fair valuelower is cheaper
21% below
~36%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
-66%
1-yr DCF upside
+15%
-56%
5-yr DCF upside
+27%
-36%
10-yr DCF upside
+45%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SAIL
Why this score
- Short track record
TENB
Why this score
- Buying back stock
The companies
SAILSailPoint, Inc.
Why now
Software - Infrastructure · market cap $10.6b. Down 22% from 52-week high of $24.00 — deep drawdown territory. Revenue growing +24%, comfortably above the S&P median. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $19.86 (implying +7% upside).
Moat
Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk
Currently unprofitable (margin -14.0%) — path to GAAP profitability is the core thesis risk. ROE -2% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
TENBTenable Holdings, Inc.
Why now
Software - Infrastructure · market cap $3.8b. Down 21% from 52-week high of $43.67 — deep drawdown territory. 20 sell-side analysts publish a mean 1-yr target of $35.35 (implying +3% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk
D/E 2.12 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 0.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 3% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where SAIL and TENB diverge
On the headline score the gap is 9.9 points in favor of TENB. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualitySAIL 40.0 · TENB 62.3TENB +22.3
- GrowthSAIL 91.4 · TENB 71.7SAIL +19.7
- ValueSAIL 33.0 · TENB 46.5TENB +13.5
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.