Rule of 40 31
Growth % + operating margin % ≥ 40 in the latest FY.
Rule: rule_of_40 >= 40
| Company | FY | Revenue | Growth % | Operating margin % | Rule of 40 | Market cap |
|---|---|---|---|---|---|---|
| Ericsson Mature | 2025 | 22.8bn SEK | 1.9 % | 133.1 % | 135.0 | 320.4bn SEK |
| Telia Dividend stock, avoid taxes | 2025 | 7.7bn SEK | -4.8 % | 132.1 % | 127.3 | 185.0bn SEK |
| NVIDIA Short-term extreme growth | 2026 | 215.9bn USD | 65.5 % | 60.4 % | 125.9 | 5,112.6bn USD |
| Reddit Never profitable, unless can monetize AI | 2025 | 2.2bn USD | 69.4 % | 20.1 % | 89.5 | 30.9bn USD |
| TSMC Mature | 2025 | 122.0bn USD | 38.5 % | 50.1 % | 88.6 | 2,149.3bn USD |
| Palantir Growing Mature | 2025 | 4.5bn USD | 56.4 % | 31.5 % | 87.8 | 419.6bn USD |
| Robinhood Follow closely | 2025 | 4.5bn USD | 52.5 % | 32.7 % | 85.2 | 98.6bn USD |
| ASML Mature | 2025 | 38.6bn USD | 36.6 % | 37.7 % | 74.3 | 611.6bn USD |
| Adyen N.V. Stripe competitor. Buy for the right price | 2025 | 2.6bn EUR | 24.0 % | 42.9 % | 66.9 | 29.4bn EUR |
| Broadcom Mature, AI | 2025 | 63.9bn USD | 23.9 % | 41.3 % | 65.2 | 1,617.9bn USD |
| Microsoft Mature extraction | 2026 | 331.8bn USD | 17.8 % | 46.8 % | 64.6 | 3,699.9bn USD |
| Meta Buy and hold, stronghold consumer ads | 2025 | 201.0bn USD | 22.2 % | 41.4 % | 63.6 | 1,706.1bn USD |
| Kojamo Wait over interest rate policy cycle. RE asset game | 2024 | 452m EUR | 2.3 % | 58.5 % | 60.8 | – |
| Marvell AI contender, crappy chips | 2026 | 8.2bn USD | 42.1 % | 16.3 % | 58.4 | 199.6bn USD |
| Duolingo Profitable learning, exciting | 2025 | 1.0bn USD | 38.7 % | 13.1 % | 51.8 | 7.2bn USD |
| Oracle Mature | 2026 | 67.4bn USD | 17.3 % | 33.3 % | 50.7 | 408.6bn USD |
| Texas Instruments Mature | 2025 | 17.7bn USD | 13.0 % | 34.7 % | 47.8 | 240.2bn USD |
| Adobe Loses without M&A | 2025 | 23.8bn USD | 10.5 % | 36.6 % | 47.1 | 104.4bn USD |
| Alphabet Mature advertising margins | 2025 | 402.8bn USD | 15.1 % | 32.0 % | 47.1 | 4,204.9bn USD |
| Booking Holdings Highly profitable AirBnb competitor | 2025 | 26.9bn USD | 13.4 % | 32.7 % | 46.1 | 129.0bn USD |
| Netflix Mature consumer | 2025 | 45.2bn USD | 15.9 % | 29.5 % | 45.3 | 326.4bn USD |
| Cadence Enterprise profitable | 2025 | 5.3bn USD | 14.1 % | 31.1 % | 45.3 | 75.5bn USD |
| Veeva | 2026 | 3.2bn USD | 16.3 % | 28.7 % | 45.0 | 43.9bn USD |
| AMD Follow closely | 2025 | 34.6bn USD | 34.2 % | 10.7 % | 44.9 | 822.1bn USD |
| Fortinet Firewall | 2025 | 6.8bn USD | 14.2 % | 30.7 % | 44.8 | 127.7bn USD |
| SAP Enterprise profitable | 2025 | 39.7bn USD | 16.3 % | 27.4 % | 43.6 | 250.7bn USD |
| Qualys Enterprise profitable | 2025 | 669m USD | 10.1 % | 33.2 % | 43.3 | 6.4bn USD |
| Shopify Follow closely, eventually profitable | 2025 | 11.6bn USD | 30.1 % | 12.7 % | 42.9 | 232.7bn CAD |
| Autodesk | 2026 | 7.2bn USD | 17.5 % | 24.9 % | 42.4 | 47.7bn USD |
| Qualcomm Mature | 2025 | 44.3bn USD | 13.6 % | 28.0 % | 41.7 | 202.2bn USD |
| Arm Holdings Mature | 2026 | 4.9bn USD | 22.8 % | 18.5 % | 41.2 | 260.2bn USD |