20 stocks of S&P 500 companies showing the fastest sales growth
Arends interviewed Rob Arnott, founder and chair of Research Affiliates, who explained that a strategy of stock selection and portfolio management focused on the abovementioned factors, with portfolios updated annually, had outperformed a broad market index by wide margins over the decades.
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The above article includes links to the detailed research results. While the ideal process Arnott cited would involve several factors, the reports included average total return information for the individual factors. For example, a portfolio selected based only on the highest rolling five-year increases in sales per share had an average annual return of 12.2% from March 1969 through December 2024, while a broad index of the 'top 1,000 firms by market capitalization' would have had an average annual return of 10.6%.
So we decided to apply this simple screen to the S&P 500 SPX.
The Research Affiliates report specifically cited sales per share, so we looked back at the companies' past six full fiscal years to show five-year growth rates for sales per share. Then for additional information that might be of use to readers researching individual stocks, we looked ahead at projected sales-per-share growth rates for the current and following two fiscal years.
Here are the 20 stocks in the S&P showing the highest compound annual growth rates for sales or revenue per share over the past five full fiscal years:
Company
Ticker
Five-year SPS CAGR
Moderna Inc.
MRNA
115.3%
Nvidia Corp.
NVDA
64.1%
Coinbase Global Inc. Class A
COIN
55.1%
DoorDash Inc.
DASH
55.0%
CrowdStrike Holdings Inc. Class A
CRWD
48.2%
Block Inc.
XYZ
30.2%
Super Micro Computer Inc.
SMCI
29.8%
NRG Energy Inc.
NRG
29.3%
Trade Desk Inc. Class A
TTD
28.6%
Monolithic Power Systems Inc.
MPWR
26.9%
Apollo Global Management Inc.
APO
26.3%
Fortinet Inc.
FTNT
25.6%
Tesla Inc.
TSLA
24.8%
ServiceNow Inc.
NOW
24.6%
Axon Enterprise Inc.
AXON
24.5%
Arista Networks Inc.
ANET
24.0%
KKR & Co. Inc.
KKR
23.6%
Datadog Inc. Class A
DDOG
23.6%
Lululemon Athletica Inc.
LULU
23.0%
Palantir Technologies Inc.
PLTR
22.1%
Source: FactSet
An important part of the stock-selection strategy discussed by Arnott was that the list of selected stocks would be a rolling one, based on continual updates of sales-per-share figures. What we have above is a snapshot based on the companies' sales per share over the past five full fiscal years.
So let's look ahead using consensus estimates among analysts polled by FactSet to see what type of sales growth pace may be in store for these companies.
Leaving the group in the same order, here are projected SPS CAGR from the most recent completed fiscal year, market year zero, through the next three fiscal years. This time we are showing the estimates for each year, so you can see how SPS is expected to grow at a more modest pace for most of the companies, or even to decline:
Company
Ticker
3-year estimated sales CAGR
SPS – year zero
Est. SPS – year 1
Est. SPS – year 2
Est. SPS – year 3
Moderna Inc.
MRNA
-3.4%
$8.43
$5.29
$6.14
$7.60
Nvidia Corp.
NVDA
32.3%
$5.26
$8.26
$10.44
$12.20
Coinbase Global Inc.
COIN
14.2%
$24.01
$28.72
$32.30
$35.78
DoorDash Inc.
DASH
19.5%
$24.92
$30.36
$36.07
$42.49
CrowdStrike Holdings Inc. Class A
CRWD
21.4%
$16.15
$19.19
$23.38
$28.90
Block Inc.
XYZ
8.8%
$37.90
$40.78
$44.98
$48.87
Super Micro Computer Inc.
SMCI
34.8%
$24.89
$37.28
$50.45
$61.01
NRG Energy Inc.
NRG
7.1%
$132.55
$151.22
$157.84
$162.67
Trade Desk Inc. Class A
TTD
18.6%
$4.87
$5.84
$6.92
$8.12
Monolithic Power Systems Inc.
MPWR
18.1%
$45.20
$56.97
$65.60
$74.42
Apollo Global Management Inc.
APO
-1.4%
$43.58
$32.55
$36.19
$41.83
Fortinet Inc.
FTNT
13.0%
$7.72
$8.83
$9.93
$11.14
Tesla Inc.
TSLA
13.6%
$27.93
$28.79
$34.05
$40.96
ServiceNow Inc.
NOW
19.3%
$52.70
$63.32
$75.16
$89.48
Axon Enterprise Inc.
AXON
24.0%
$26.51
$34.18
$42.21
$50.52
Arista Networks Inc.
ANET
20.1%
$5.47
$6.71
$7.94
$9.47
KKR & Co. Inc.
KKR
-17.4%
$24.44
$8.96
$11.80
$13.79
Datadog Inc. Class A
DDOG
22.5%
$7.48
$9.38
$11.16
$13.77
Lululemon Athletica Inc.
LULU
5.9%
$85.43
$89.76
$95.75
$101.34
Palantir Technologies Inc.
PLTR
33.3%
$1.17
$1.65
$2.12
$2.77
Source: FactSet
Moderna Inc. MRNA tops the first list for sales-per-share CAGR over the past five full fiscal years, reflecting its quick development of an mRNA vaccine for COVID-19, which led the company's sales to balloon during 2021 and 2022. Looking ahead, the company's annual sales are expected to trough this year before resuming a slower growth pace next year.
Moderna reported its quarterly results on Friday, after announcing 800 layoffs on Thursday. Here's a look at how the company has been burning through cash.
Apollo Global Management Inc. APO and KKR & Co. KKR are also expected to show a decline in SPS this year, before revenue increases again.
Any stock screen is based on a limited set of data. Before buying any individual stock, you should do your own research and form your own opinion about how likely the company is to remain competitive over the next decade. One way to begin that process is by clicking the tickers for more information.
Read: Tomi Kilgore's detailed guide to the information available on the MarketWatch quote page
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20 stocks of S&P 500 companies showing the fastest sales growth
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