Morgan Stanley-Thematics Venture Vision The Rule of 40 - US-109264313

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📄 文件全名

《Morgan Stanley-Thematics Venture Vision The Rule of 40 - US-109264313.pdf》

🎯 适合读者

战略规划行业研究员

📊 核心数据

1. combination of revenue growth YoY and EBITDA margin or cash margin (i.e. 60%
2. revenue YoY & -15% EBITDA margin = 45%). Other iterations include the Rule of 20
3. outperformance of the Rule of 40 strategy has been 7% or a median benchmark
4. outperformance of 8% annually. For the large cap Rule of 40, these figures rise to
5. 10% and 12% average and median annualised outperformance versus the equalweight S&P500 back to 2010.

🏷️ 核心议题

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