Public company intelligence
Exponential Power Rankings.
Public companies ranked by the strength of their growth and profitability.
Updated Aug 10, 2026
·
Market data through Aug 7, 2026
Universe: 247 companies
·
Quarterly fundamentals · TTM calculations
20 of 25 companies
| Company | Revenue | Growth | Rule of 40 | EPS Score | EPS Trend |
|---|---|---|---|---|---|
|
01
Cloudflare
NET · Software
|
$2.2B | +31.4% | 58.2 | 5.8/10 | |
|
02
Duolingo
DUOL · Consumer
|
$1.0B | +39.8% | 55.6 | 5.6/10 | |
|
03
CrowdStrike
CRWD · Software
|
$4.8B | +24.2% | 53.7 | 5.4/10 | |
|
04
MercadoLibre
MELI · Consumer
|
$27.8B | +34.1% | 51.9 | 5.2/10 | |
|
05
Palantir
PLTR · Software
|
$5.2B | +31.6% | 50.4 | 5.0/10 | |
|
06
Nubank
NU · Consumer
|
$14.1B | +28.7% | 47.1 | 4.7/10 | |
|
07
Datadog
DDOG · Software
|
$3.4B | +25.9% | 45.3 | 4.5/10 | |
|
08
Axon Enterprise
AXON · Software
|
$2.9B | +27.2% | 43.8 | 4.4/10 | |
|
09
Shopify
SHOP · Software
|
$9.4B | +24.8% | 42.8 | 4.3/10 | |
|
10
Samsara
IOT · Software
|
$1.4B | +33.1% | 42.0 | 4.2/10 | |
|
11
Toast
TOST · Software
|
$5.4B | +26.4% | 41.1 | 4.1/10 | |
|
12
Spotify
SPOT · Consumer
|
$17.2B | +18.3% | 39.8 | 4.0/10 | |
|
13
Arista Networks
ANET · Hardware
|
$7.6B | +19.5% | 39.3 | 3.9/10 | |
|
14
Snowflake
SNOW · Software
|
$3.9B | +27.8% | 38.0 | 3.8/10 | |
|
15
Coupang
CPNG · Consumer
|
$31.4B | +21.0% | 36.6 | 3.7/10 | |
|
16
Atlassian
TEAM · Software
|
$5.1B | +20.4% | 35.5 | 3.6/10 | |
|
17
Cadence Design
CDNS · Software
|
$4.9B | +13.7% | 34.3 | 3.4/10 | |
|
18
HubSpot
HUBS · Software
|
$2.9B | +18.9% | 33.3 | 3.3/10 | |
|
19
monday.com
MNDY · Software
|
$1.1B | +26.1% | 31.9 | 3.2/10 | |
|
20
Airbnb
ABNB · Consumer
|
$11.6B | +11.2% | 30.6 | 3.1/10 |
-
01 Cloudflare NET5.8/10
- Revenue
- $2.2B
- Growth
- +31.4%
- Rule of 40
- 58.2
-
02 Duolingo DUOL5.6/10
- Revenue
- $1.0B
- Growth
- +39.8%
- Rule of 40
- 55.6
-
03 CrowdStrike CRWD5.4/10
- Revenue
- $4.8B
- Growth
- +24.2%
- Rule of 40
- 53.7
-
04 MercadoLibre MELI5.2/10
- Revenue
- $27.8B
- Growth
- +34.1%
- Rule of 40
- 51.9
-
05 Palantir PLTR5.0/10
- Revenue
- $5.2B
- Growth
- +31.6%
- Rule of 40
- 50.4
-
06 Nubank NU4.7/10
- Revenue
- $14.1B
- Growth
- +28.7%
- Rule of 40
- 47.1
-
07 Datadog DDOG4.5/10
- Revenue
- $3.4B
- Growth
- +25.9%
- Rule of 40
- 45.3
-
08 Axon Enterprise AXON4.4/10
- Revenue
- $2.9B
- Growth
- +27.2%
- Rule of 40
- 43.8
-
09 Shopify SHOP4.3/10
- Revenue
- $9.4B
- Growth
- +24.8%
- Rule of 40
- 42.8
-
10 Samsara IOT4.2/10
- Revenue
- $1.4B
- Growth
- +33.1%
- Rule of 40
- 42.0
-
11 Toast TOST4.1/10
- Revenue
- $5.4B
- Growth
- +26.4%
- Rule of 40
- 41.1
-
12 Spotify SPOT4.0/10
- Revenue
- $17.2B
- Growth
- +18.3%
- Rule of 40
- 39.8
-
13 Arista Networks ANET3.9/10
- Revenue
- $7.6B
- Growth
- +19.5%
- Rule of 40
- 39.3
-
14 Snowflake SNOW3.8/10
- Revenue
- $3.9B
- Growth
- +27.8%
- Rule of 40
- 38.0
-
15 Coupang CPNG3.7/10
- Revenue
- $31.4B
- Growth
- +21.0%
- Rule of 40
- 36.6
-
16 Atlassian TEAM3.6/10
- Revenue
- $5.1B
- Growth
- +20.4%
- Rule of 40
- 35.5
-
17 Cadence Design CDNS3.4/10
- Revenue
- $4.9B
- Growth
- +13.7%
- Rule of 40
- 34.3
-
18 HubSpot HUBS3.3/10
- Revenue
- $2.9B
- Growth
- +18.9%
- Rule of 40
- 33.3
-
19 monday.com MNDY3.2/10
- Revenue
- $1.1B
- Growth
- +26.1%
- Rule of 40
- 31.9
-
20 Airbnb ABNB3.1/10
- Revenue
- $11.6B
- Growth
- +11.2%
- Rule of 40
- 30.6
How EPS works
Exponential Power Score (EPS) is a 0–10 measure of how well a company combines revenue growth with profitability. It is unrelated to earnings per share.
Revenue growth = YoY growth in trailing-12-month revenue
Rule of 40 score = revenue growth % + trailing-12-month FCF margin
EPS Score = clamp(Rule of 40 ÷ 10, 0, 10)
The conventional Rule of 40 threshold therefore lands on an EPS of exactly 4.0, and the scale leaves room above it.
- e.g.
- 31.2% growth + 16.6% FCF margin = 47.8 Rule of 40 = 4.8 EPS
- e.g.
- 72.0% growth + 31.0% FCF margin = 103.0 Rule of 40 = 10.0 EPS
Reading the trend
Every sparkline shares a fixed 0–10 axis, so a small movement looks small and a large one looks large. A quarter that was not reported leaves a gap in the line rather than being drawn through.
Missing data
A metric a company has not reported shows as —, never as zero, and those rows sort last in either direction. A company without a profitability figure has no Rule of 40 and therefore no score.
Not yet settled
This is formula eps-v1. The choice of profitability measure, GAAP versus adjusted inputs, restatement handling, currency normalisation, and universe inclusion rules are still open, and the score will change when they are fixed. Later versions may add components — growth durability, capital efficiency, estimate revisions — without changing the public 0–10 interface. None of those are in this score today.