Margins & Rule of 40 data points

Investment Analysis Clubs Saul’s Investing Discussions
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For those of you who are interested in SAAS & Cybersecurity software plays and who margins and rule of 40 line ups compare, Qualys produced some interesting slides in their Q2 report…

https://seekingalpha.com/article/4192783-qualys-2018-q2-resu…

See slides 29 and 30 for some industry wide benchmarks.
Ant

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Thanks, Ant.

I couldn’t help but notice Qualys’ stock-based compensation. In 2 of the last 4 years, it was more than
net income. Wow, that really doesn’t make me want to invest in Qualys. That’s outrageous unless of
course, you’re one of the stock-based compensated elite.

Dan