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Rule of 40: Definition, Formula & SaaS Benchmarks

What is Rule of 40?

The Rule of 40 is a SaaS health benchmark stating that a company's revenue growth rate plus its profit margin should equal or exceed 40. It captures the trade-off between growth and profitability in a single score, allowing investors to evaluate companies at different stages side by side.

Formula

Rule of 40 = Revenue Growth % + FCF Margin %

Worked Example

If a company grows revenue 30% YoY and runs a 15% FCF margin, its Rule of 40 score is 45 — above the threshold, signalling healthy performance. A company growing 60% with a −20% FCF margin also scores 40, reflecting an acceptable growth-efficiency balance.

What Good Looks Like

Thresholds derived from live data across 57 public SaaS companies tracked on SaaSDB.

World-class≥ 50
Good40–50
Average20–40
Below average< 20
Median (all SaaS): 37.0Top quartile: 44.3Bottom quartile: 26.1
RankCompanyRule of 40
#1DigitalBridge Group, Inc.(DBRG)190.1
#2Palantir Technologies Inc.(PLTR)103.1
#3Duolingo, Inc.(DUOL)74.3
#4Veeva Systems Inc.(VEEV)60.5
#5Datadog, Inc.(DDOG)56.9
· · ·
#53Domo, Inc.(DOMO)-0.1
#54Zuora, Inc.(ZUO)2.3
#55Trimble Inc.(TRMB)7.5
#56Momentive Global Inc.(MNTV)10.1
#57Bandwidth Inc.(BAND)10.9

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Frequently Asked Questions

Is the Rule of 40 the same as profitability?

No. The Rule of 40 combines growth and profitability. A highly profitable but slow-growing company can score just as well as a fast-growing but unprofitable one, as long as both components add up to 40.

What Rule of 40 score is good for early-stage SaaS?

Early-stage companies with growth rates above 80% can afford significant losses and still clear 40. As growth slows, profitability must improve proportionally to maintain a healthy score.

How often should you calculate Rule of 40?

Most investors calculate it quarterly using the most recent trailing-twelve-month revenue growth and FCF margin. Annual calculations smooth seasonality but may lag market movements.

Which margin does the Rule of 40 use — FCF or operating?

Practitioners use different margins. FCF margin is most common among public market investors; some use operating margin or EBITDA margin. Consistency within comparisons matters more than the specific choice.

Full Rule of 40 Rankings →DevTools & Observability Sector →IT Service Management Sector →← All Metrics