Software Quality Ratings & R&D Return

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See how 130 public software companies (ranked universe) score from 0-100 on revenue growth, profit margins, and R&D payback using SEC filings with zero stock-price inputs.

Medians: 23.99% · $0.41

128 of 130 ranked under Full CapEx Test (2 Not reported)

Advanced Lens & Cohort ControlsFull CapEx Test

Cohort:

Combines GAAP R&D, capitalized software, and physical CapEx (data centers, GPUs, servers) to test true cash reinvestment payback.

Formula & 1-Yr Lag (?)

Full CapEx Test Formula & Lag

M_CapEx = R&D_t-1 / (R&D_t-1 + |CapSoftware_t-1| + |CapEx_t-1|)

Payback = (Gross Profit FY - Gross Profit Prior FY) / Prior FY Spend

Prior-year product engineering spend is matched against current-year incremental gross profit dollars to capture commercialization lag.

Active Medians: 23.99% intensity · $0.41 payback

R&D Return 2×2 (Full CapEx Test)

x = (R&D + Cap. Software + CapEx) % of revenue · y = new GP per cash R&D + CapEx dollar

GEN: Harvester (8.62% R&D intensity · $2.22 return)

vs AVPT: Harvester

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Cybersecurity peers

▲ 5 above $1.165 beyond 50.84% ▶

GENGen Digital Inc.

GEN Research

HarvesterSEC Filings FY End: 2026-04-03

Multi-year Full CapEx Test history not reported in annual filings.Not reported

Intensity

8.62%

GAAP: 8.18%

R&D Return

$2.22

GAAP: $2.32

Rank

#2of 130

99th pct

Full GEN report: R&D efficiency drivers, margin bridge & peer deep dive.Unlock

vs Cybersecurity Median (20 ranked)Ratings Index

Intensity vs Sector-16.9% ptsMed: 25.49%

Payback vs Sector+$1.77Med: $0.45

CapEx Haircut-4% vs GAAPFull CapEx basis

CapEx TestGAAP $2.32→+ Cap. Soft $2.32→Full CapEx $2.22

Scenarios

Compare Peer:

GENvsAVPT

Intensity8.62% / 13.41%

Return$2.22 / $1.21

Rank#2 / #5

What-If Projections:

Annual SEC Filings Series (USD) · Rule of 40: 49.4%

Revenue (FY):$5.00B

R&D (FY):$409.0M

Gross Profit (FY):$3.92B

GP (Prior FY):$3.16B

R&D (Prior FY):$329.0M

Cap. Soft (Prior FY):$0

CapEx (FY):$22.0M

CapEx (Prior FY):$15.0M