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EPAM vs SAIL

EPAM
EPAM Systems, Inc.
NEUTRAL
Price
$118.98
Market Cap
$6.28B
Sector
Technology
AI Confidence
85%
SAIL
SailPoint, Inc.
BEARISH
Price
$11.57
Market Cap
$6.52B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
EPAM
17.71
SAIL
--
Forward P/E
EPAM
8.55
SAIL
29.93
P/B Ratio
EPAM
1.76
SAIL
0.95
P/S Ratio
EPAM
1.15
SAIL
6.09
EV/EBITDA
EPAM
7.48
SAIL
-63.87

Profitability

Gross Margin
EPAM
28.88%
SAIL
64.48%
Operating Margin
EPAM
11.86%
SAIL
-13.61%
Profit Margin
EPAM
6.92%
SAIL
-25.2%
ROE
EPAM
10.33%
SAIL
-42.94%
ROA
EPAM
7.55%
SAIL
-2.55%

Growth

Revenue Growth
EPAM
12.8%
SAIL
22.7%
Earnings Growth
EPAM
9.9%
SAIL
--

Financial Health

Debt/Equity
EPAM
0.04
SAIL
0.0
Current Ratio
EPAM
2.59
SAIL
1.32
Quick Ratio
EPAM
2.48
SAIL
1.19

Dividends

Dividend Yield
EPAM
--
SAIL
--
Payout Ratio
EPAM
0.0%
SAIL
0.0%

AI Verdict

EPAM NEUTRAL

EPAM presents a classic value trap profile: fundamentally sound but technically broken. With a Piotroski F-Score of 4/9 (Stable) and a negligible Debt/Equity ratio of 0.04, the company is financially healthy, yet the stock is in a severe multi-year downtrend (-74.1% over 5 years). While the current price of $118.98 sits comfortably below the growth-based intrinsic value of $146.83 and offers an attractive PEG ratio of 0.71, the combination of bearish insider activity and a 0/100 technical trend suggests a lack of immediate catalysts for recovery.

Strengths
Extremely low leverage with a Debt/Equity ratio of 0.04
Strong liquidity position evidenced by a Current Ratio of 2.59
Significant undervaluation relative to growth (PEG Ratio: 0.71)
Risks
Severe negative price momentum (1-year change of -24.7%)
Bearish insider sentiment with consistent selling and zero buying
Low net profit margins (6.92%) for a technology services firm
SAIL BEARISH

The company exhibits severe operational weakness as evidenced by a Piotroski F-Score of 2/9, placing it in the 'Weak' health category. While revenue growth remains strong at 22.7% and the balance sheet is debt-free, the company is struggling with significant negative profitability (ROE -42.94%). This fundamental instability is compounded by a 0/100 technical trend and aggressive insider selling by the CEO and CFO. Despite a 'buy' consensus from analysts, the deterministic data suggests a high-risk profile with poor internal health.

Strengths
Strong YoY revenue growth of 22.70%
Zero debt (Debt/Equity: 0.00)
Healthy gross margins of 64.48%
Risks
Critical operational health (Piotroski F-Score 2/9)
Deeply negative profit margins (-25.20%)
Strong bearish insider sentiment with C-suite selling

Compare Another Pair

EPAM vs SAIL: Head-to-Head Comparison

This page compares EPAM Systems, Inc. (EPAM) and SailPoint, Inc. (SAIL) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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