Operating Margin
The percentage of revenue remaining after all operating expenses including COGS and overhead, excluding interest and taxes.
FAQs
What is the difference between operating margin and EBITDA margin?
EBITDA margin adds back depreciation and amortization to operating income, while operating margin includes these non-cash charges. For asset-light businesses (SaaS, services), the difference is small. For capital-intensive businesses with significant D&A (manufacturing, telecoms), EBITDA margin is substantially higher than operating margin. Lenders and acquirers often use EBITDA margin; analysts and investors use both.
What operating margin should a mature SaaS company achieve?
A mature, scaled SaaS company (>$200M ARR) should target 15–25% GAAP operating margins. The 'Rule of 40' suggests growth rate + operating margin ≥ 40% is healthy — a 30% growth company can sustain 10% operating margin; a 15% growth company needs 25%+ margins. Public SaaS companies post-2022 are being held to higher profitability expectations than in the growth-at-all-costs era.
Can a company have a high gross margin but low operating margin?
Yes — this is common in high-growth SaaS companies. High gross margins (80%+) provide substantial revenue to cover operating costs, but heavy investment in R&D (building the product), sales (acquiring customers), and G&A (building the organization) can consume most of the gross profit, leaving thin or negative operating margins. The bet is that scaling revenue over a fixed cost base will expand operating margins over time.
Related Terms
Gross Margin
The percentage of revenue remaining after subtracting the direct cost of goods sold, measuring production profitability.
Net Margin
The percentage of revenue remaining as net income after all expenses including interest, taxes, and non-operating items.
EBITDA
Earnings Before Interest, Taxes, Depreciation, and Amortization — a proxy for operating cash generation used in valuation and financial analysis.
Rule of 40
A SaaS benchmark stating that a company's revenue growth rate plus profit margin should sum to 40% or more.