One way to look at it Strauss is to use the MBE/NEA type model.Both of these companies made big gains from low bases where the market cap was under $20 million coming into positive cashflow and profit.You then try to work out which ones have the credentials.I try not to compare revenues but the positive cashflow and profit.You have to look at price also with a medium term view.Also look at the options strike price and what price the directors paid.
