Anybody that thinks 50% earnings growth rates are sustainable for more than a couple of years should have his/her head examined. With that said, I think SAPE can probably do it for the next 2 years. Once the company hits 2500 or so employees, the difficulty in managing 50% growth overcomes the ability.
The key risks are the high cost of tech labor and massive turnover. As long as the stock price is rising, these things can be managed.
I follow CATP closely and believe it's growth is slowing significantly. So far, Wall Street does not agree.
Does anybody know whether SAPE has been successful in poaching CATP employees on the idea that SAPE is smaller and still capable of dynamic growth. Is SAPE actively recruiting CATP resources ?