Inputs
SaaS Rule of 40 Comparison
| # | Ticker | Company | Growth % | FCF Margin % | Score | Verdict |
|---|---|---|---|---|---|---|
| 1 | CRWD | CrowdStrike | 33.0% | 30.0% | 63.0 | Elite |
| 2 | ZS | Zscaler | 34.0% | 22.0% | 56.0 | Strong |
| 3 | PANW | Palo Alto Networks | 14.0% | 38.0% | 52.0 | Strong |
| 4 | VEEV | Veeva Systems | 15.0% | 35.0% | 50.0 | Strong |
| 5 | DDOG | Datadog | 26.0% | 23.0% | 49.0 | Strong |
| 6 | MNDY | monday.com | 32.0% | 13.0% | 45.0 | Strong |
| 7 | DT | Dynatrace | 20.0% | 25.0% | 45.0 | Strong |
| 8 | CRM | Salesforce | 11.0% | 33.0% | 44.0 | Strong |
| 9 | TEAM | Atlassian | 20.0% | 24.0% | 44.0 | Strong |
| 10 | TTD | The Trade Desk | 26.0% | 18.0% | 44.0 | Strong |
| 11 | WDAY | Workday | 17.0% | 25.0% | 42.0 | Strong |
| 12 | HUBS | HubSpot | 21.0% | 17.0% | 38.0 | Borderline |
| 13 | SNOW | Snowflake | 32.0% | 5.0% | 37.0 | Borderline |
| 14 | NET | Cloudflare | 29.0% | 7.0% | 36.0 | Borderline |
| 15 | OKTA | Okta | 22.0% | 14.0% | 36.0 | Borderline |
| 16 | MDB | MongoDB | 22.0% | 11.0% | 33.0 | Borderline |
| 17 | S | SentinelOne | 36.0% | -6.0% | 30.0 | Borderline |
| 18 | DOCN | DigitalOcean | 12.0% | 16.0% | 28.0 | Failing |
| 19 | CFLT | Confluent | 25.0% | 3.0% | 28.0 | Failing |
| 20 | BILL | BILL Holdings | 18.0% | 8.0% | 26.0 | Failing |