What is a good Rule of 40 score in 2026?

The classic target is 40, while FPARef's SEC-derived public-company cohort has a median Rule-of-40 proxy of 35.0. Industry medians in the same dataset range from 18.0 (Healthcare / MedTech) to 44.2 (General B2B SaaS), so stage, growth profile, and ARR context matter. For companies under $10M ARR, treat Rule of 40 as secondary context rather than the primary operating benchmark.

Public-company cohort: n=67 · TTM Q4 2025 · Segment rows are directional: n=5–10

How to read this in a board meeting

Read the growth and profitability components beside the total. The same score can describe fast growth with heavy burn or slower growth with strong cash generation. Compare that mix with the company’s stage and peer group. Then use Gross Margin and Burn Multiple to locate the operating and capital-efficiency drivers.

growth

TTM year-over-year revenue growth for public SaaS/software companies, computed directly from SEC filings. Revenue growth is one of the two components of the Rule of 40 score below.

Industry segmentMedianCohortVintage
Dev Tools / Infrastructure22.4%n=10TTM Q4 2025
General B2B SaaS13.4%n=8TTM Q4 2025
Security / Compliance19.5%n=9TTM Q4 2025
MarTech / Sales Tech12.3%n=9TTM Q4 2025
Vertical SaaS15.6%n=10TTM Q4 2025
Fintech / Payments25.3%n=8TTM Q4 2025
HR / Workforce11%n=6TTM Q4 2025
Healthcare / MedTech2.6%n=8TTM Q4 2025
All segments combined median: 15.6% (n=68)
Primary source: SEC EDGAR companyfacts API (data.sec.gov), us-gaap XBRL facts, computed TTM per-company and aggregated as a segment median. See data/benchmarks_public.json for the full derivation (method, company sample, period) behind every number on this page.
Method: (Revenue_TTM_current - Revenue_TTM_year_ago) / Revenue_TTM_year_ago x 100, cohort median. Period: TTM ending 2025-12-31. Companies used: 68 (SEC CIKs, see derivation.cik_sample in benchmarks_public.json). Flags: G1, G3.
growth

Calculate your Rule of 40 score

YoY Revenue Growth % + FCF Margin %. Negative FCF margin reduces the score.

Comparison uses the SEC-derived industry proxy shown on this page, not the separate attributed ARR-band context below.

Your Rule of 40 score
r40

Rule-of-40-proxy = TTM Revenue Growth % + (FCF margin % where OCF/CapEx tags are reported, else Operating margin %). Segmented by industry, not ARR band — public filers report revenue, not ARR.

Industry segmentMedianCohortVintage
Dev Tools / Infrastructure39.6n=10TTM Q4 2025
General B2B SaaS44.2n=8TTM Q4 2025
Security / Compliance40.6n=9TTM Q4 2025
MarTech / Sales Tech33.4n=9TTM Q4 2025
Vertical SaaS30.4n=10TTM Q4 2025
Fintech / Payments29.5n=8TTM Q4 2025
HR / Workforce34.9n=5TTM Q4 2025
Healthcare / MedTech18.0n=8TTM Q4 2025
All segments combined median: 35.0 (n=67)
Primary source: SEC EDGAR companyfacts API (data.sec.gov), us-gaap XBRL facts, computed TTM per-company and aggregated as a segment median. See data/benchmarks_public.json for the full derivation (method, company sample, period) behind every number on this page.
Method: TTM YoY Revenue Growth % + (FCF margin % where OCF/CapEx tags available, else Operating margin %), cohort median. Period: TTM ending 2025-12-31. Companies used: 67 (SEC CIKs, see derivation.cik_sample in benchmarks_public.json). Flags: G1, G3.
G1 — Revenue tag varies by issuer
Public companies report revenue under different us-gaap XBRL tags depending on when they adopted ASC 606: RevenueFromContractWithCustomerExcludingAssessedTax or ...IncludingAssessedTax (post-2018), or the older Revenues tag (pre-ASC 606, or issuers who never switched). This pipeline checks all three tags and uses whichever has data for the period — flagged here whenever a segment's cohort includes at least one company using a fallback tag.
G3 — TTM sometimes requires a Q4 plug
10-Q filings report cumulative year-to-date figures, not always a discrete quarter. Where a discrete Q4 fact is not filed directly, this pipeline derives it as Q4 = FY (10-K total) − sum(Q1+Q2+Q3, 10-Q). Every company/period where this plug was used is logged explicitly — never silently assumed.
r40

ARR-banded Rule of 40 (Bessemer / McKinsey / BVP Nasdaq Emerging Cloud Index, attributed)

ARR BandGrowth CategoryMedian ScoreTop QuartileTypical Growth %Typical FCF Margin
Under $10M ARR — R40 not primary metric at this stage; growth dominates
Under $10MHyper-growth (>80% YoY)5278+110%−58%
Under $10MFast growth (40–80% YoY)2848+55%−27%
Under $10MSolid growth (20–40% YoY)1025+28%−18%
Under $10MMature growth (<20% YoY)215+14%−12%
$10M–$50M ARR — R40 becomes a meaningful investor signal
$10M–$50MHyper-growth (>80% YoY)5582+95%−40%
$10M–$50MFast growth (40–80% YoY)4062+58%−18%
$10M–$50MSolid growth (20–40% YoY)2238+28%−6%
$10M–$50MMature growth (<20% YoY)1228+14%−2%
$50M–$200M ARR — operating leverage begins to show; FCF margin improves
$50M–$200MHyper-growth (>80% YoY)5888+85%−27%
$50M–$200MFast growth (40–80% YoY)4568+52%−7%
$50M–$200MSolid growth (20–40% YoY)3250+28%+4%
$50M–$200MMature growth (<20% YoY)1835+15%+3%
$200M+ ARR — mature companies; FCF margin contributes meaningfully to score
$200M+Hyper-growth (>80% YoY)6896+82%−14%
$200M+Fast growth (40–80% YoY)4872+45%+3%
$200M+Solid growth (20–40% YoY)4265+28%+14%
$200M+Mature growth (<20% YoY)3050+14%+16%
Sources: Bessemer State of the Cloud 2024, McKinsey SaaS benchmarking 2024, BVP Nasdaq Emerging Cloud Index public filings. Rule of 40 = YoY Revenue Growth % + FCF Margin %.

Rule of 40 at different scale points

Early-stage companies (under $10M ARR) should not be judged on Rule of 40 — burning capital to grow fast is expected. The metric becomes meaningful at $10M–$50M ARR where growth curves are under investor scrutiny. McKinsey research shows Rule of 40 companies trade at roughly 2× the revenue multiple of peers below 40. Above $200M ARR, FCF margin contributes meaningfully to the score as operating leverage compounds — the best large-cap SaaS companies achieve scores of 50–70+ on the combination of solid growth and double-digit FCF margins.
Sponsored placement

Looking for FP&A software to track this metric?

Abacum is FP&A planning software built for finance teams who need to track metrics like this one without exporting to spreadsheets.

Talk to Abacum →

This is a sponsored placement. FPARef may receive referral compensation if you contact this partner through the link above. This does not affect the benchmark data shown on this page. Full disclosure.