Stocks CardDashboard →

Business Growth

The operations lens — revenue, margin, and cash flow

Updated June 3, 2026

What this measures

The SYMBOL card's Overall Growth tile is the dashboard's pure-operations lens. It looks past the share price and asks one question: is the business itself getting better? The composite is built from three drivers — revenue, operating margin, and operating cash flow — each compared TTM (trailing twelve months) to the TTM ending four quarters earlier. Year-over-year change in three measurements that together describe whether the business is growing, expanding, and converting growth into cash.

Each driver is ranked twice — once against the full S&P 500, once against the stock's GICS sector — so a name that's growing fast relative to peers but slow versus the index gets credit for relative strength inside its industry. The six sub-ranks are averaged into the composite that drives Overall Growth.

These signals lag price. Quarterly fundamentals update on a quarterly schedule; the percentiles only move when new TTM windows roll in. That's a feature, not a bug — it keeps the operations lens insulated from price noise so the comparison stays clean. A stock can win on operations and lose on price; that's exactly when the lens earns its keep, because the divergence is the signal.

The sections below rank the S&P 500 (+ NDX) on each driver, top 20. The composite section comes first; the three sub-drivers follow.

Overall Growth

Composite rank across revenue, margin, and cash-flow YoY changes — universe + sector scope.

#TickerNameSectorGrowth1D1W1M1Y
1EXEExpand EnergyExpand EnergyEnergy100+0.50%−1.19%−9.16%−23.27%
2LITELumentumLumentumInformation Technology100−2.35%+14.06%+5.43%+1256.64%
3SNDKSandiskSandiskInformation Technology100+1.04%+7.95%+36.67%+4497.80%
4BABoeingBoeingIndustrials99−0.37%−2.94%−1.63%+2.95%
5EQTEQT CorporationEQT CorporationEnergy99+0.68%−0.89%−7.45%−3.49%
6INCYIncyteIncyteHealth Care990.00%−5.24%−5.04%+41.23%
7KKRKKR & Co.KKR & Co.Financials99−6.03%−0.61%−8.59%−22.50%
8TFCTruist FinancialTruist FinancialFinancials99−0.37%−0.70%−2.75%+22.66%
9FIXComfort Systems USAComfort Systems USAIndustrials98−0.10%+0.87%−0.46%+294.75%
10KEYKeyCorpKeyCorpFinancials98−0.71%−1.49%−2.22%+34.05%
11NEMNewmontNewmontMaterials98−0.92%+2.12%+1.08%+97.01%
12PLTRPalantir TechnologiesPalantir TechnologiesInformation Technology98−1.39%+14.84%+4.20%+15.25%
13APPAppLovinAppLovinInformation Technology97−1.24%+6.66%+27.50%+50.69%
14HOODRobinhood MarketsRobinhood MarketsFinancials97−1.68%+15.65%+15.17%+29.69%
15LLYLilly (Eli)Lilly (Eli)Health Care97−0.01%−1.73%+9.94%+42.43%
16LVSLas Vegas SandsLas Vegas SandsConsumer Discretionary97−0.37%+0.29%−1.25%+24.57%
17STXSeagate TechnologySeagate TechnologyInformation Technology97+0.42%+6.43%+25.47%+677.68%
18TTWOTake-Two InteractiveTake-Two InteractiveCommunication Services97−0.49%+1.79%−1.24%−2.29%
19APHAmphenolAmphenolInformation Technology96−0.26%+5.82%+5.23%+64.23%
20CINFCincinnati FinancialCincinnati FinancialFinancials960.00%−3.03%−0.98%+4.22%

Revenue Growth

TTM revenue ÷ TTM-4-quarters-ago, minus 1 — ranked across the universe.

#TickerNameSectorRev1D1W1M1Y
1EXEExpand EnergyExpand EnergyEnergy100+0.50%−1.19%−9.16%−23.27%
2NVDANvidiaNvidiaInformation Technology100−0.18%+4.81%+12.26%+62.19%
3JJacobs SolutionsJacobs SolutionsIndustrials99−0.35%+5.21%−6.73%−1.76%
4LITELumentumLumentumInformation Technology99−2.35%+14.06%+5.43%+1256.64%
5MUMicron TechnologyMicron TechnologyInformation Technology99+1.61%+14.62%+84.60%+983.83%
6PLTRPalantir TechnologiesPalantir TechnologiesInformation Technology99−1.39%+14.84%+4.20%+15.25%
7SNDKSandiskSandiskInformation Technology99+1.04%+7.95%+36.67%+4497.80%
8AMCRAmcorAmcorMaterials98+0.68%−3.18%+4.06%−14.93%
9BGBunge GlobalBunge GlobalConsumer Staples98+1.14%+6.56%+1.18%+64.77%
10CRHCRH plcCRH plcMaterials98+0.43%+0.25%−3.86%+17.07%
11EQTEQT CorporationEQT CorporationEnergy98+0.68%−0.89%−7.45%−3.49%
12SMCISupermicroSupermicroInformation Technology98−2.15%+31.37%+79.69%+21.77%
13APHAmphenolAmphenolInformation Technology97−0.26%+5.82%+5.23%+64.23%
14APPAppLovinAppLovinInformation Technology97−1.24%+6.66%+27.50%+50.69%
15ARESAres ManagementAres ManagementFinancials97−6.70%+1.34%+6.92%−23.09%
16CVNACarvanaCarvanaConsumer Discretionary97−1.69%−10.14%−12.89%−1.04%
17LLYLilly (Eli)Lilly (Eli)Health Care97−0.01%−1.73%+9.94%+42.43%
18MELIMercadoLibreMercadoLibreConsumer Discretionary97−1.19%−1.38%−7.76%−35.50%
19COFCapital OneCapital OneFinancials96−0.79%−2.63%−3.20%−3.98%
20FIXComfort Systems USAComfort Systems USAIndustrials96−0.10%+0.87%−0.46%+294.75%

Margin Expansion

TTM operating margin minus the year-ago TTM operating margin. Higher = margins widening faster.

#TickerNameSectorMargin1D1W1M1Y
1CCICrown CastleCrown CastleReal Estate1000.00%−1.05%−0.29%−9.98%
2EXEExpand EnergyExpand EnergyEnergy100+0.50%−1.19%−9.16%−23.27%
3VRTXVertex PharmaceuticalsVertex PharmaceuticalsHealth Care100−0.21%−2.77%−1.11%−4.57%
4EQTEQT CorporationEQT CorporationEnergy99+0.68%−0.89%−7.45%−3.49%
5LITELumentumLumentumInformation Technology99−2.35%+14.06%+5.43%+1256.64%
6MUMicron TechnologyMicron TechnologyInformation Technology99+1.61%+14.62%+84.60%+983.83%
7SNDKSandiskSandiskInformation Technology99+1.04%+7.95%+36.67%+4497.80%
8WBDWarner Bros. DiscoveryWarner Bros. DiscoveryCommunication Services99−0.11%+0.15%+0.82%+171.80%
9INCYIncyteIncyteHealth Care980.00%−5.24%−5.04%+41.23%
10KEYKeyCorpKeyCorpFinancials98−0.71%−1.49%−2.22%+34.05%
11PLTRPalantir TechnologiesPalantir TechnologiesInformation Technology98−1.39%+14.84%+4.20%+15.25%
12TFCTruist FinancialTruist FinancialFinancials98−0.37%−0.70%−2.75%+22.66%
13VTRSViatrisViatrisHealth Care98−0.13%−3.68%+3.22%+80.55%
14ALLAllstateAllstateFinancials970.00%+0.77%−4.28%−1.03%
15APPAppLovinAppLovinInformation Technology97−1.24%+6.66%+27.50%+50.69%
16KKRKKR & Co.KKR & Co.Financials97−6.03%−0.61%−8.59%−22.50%
17NEMNewmontNewmontMaterials97−0.92%+2.12%+1.08%+97.01%
18SOLVSolventumSolventumHealth Care970.00%+0.71%+13.33%+4.53%
19WTWWillis Towers WatsonWillis Towers WatsonFinancials970.00%+0.93%−1.39%−19.19%
20ALBAlbemarle CorporationAlbemarle CorporationMaterials96−0.97%−3.21%−9.92%+211.80%

Cash Flow Growth

TTM operating cash flow ÷ TTM-4-quarters-ago, minus 1. Higher = cash generation accelerating.

#TickerNameSectorCash1D1W1M1Y
1ADMArcher Daniels MidlandArcher Daniels MidlandConsumer Staples100+0.11%+3.66%+8.12%+71.43%
2CMICumminsCumminsIndustrials100−0.40%+0.72%+2.43%+112.04%
3EXEExpand EnergyExpand EnergyEnergy99+0.50%−1.19%−9.16%−23.27%
4HIIHuntington Ingalls IndustriesHuntington Ingalls IndustriesIndustrials99−0.74%−7.53%−19.18%+31.80%
5LUVSouthwest AirlinesSouthwest AirlinesIndustrials99−0.80%−3.07%+10.40%+27.88%
6CNCCentene CorporationCentene CorporationHealth Care980.00%+1.99%+12.01%+9.25%
7DELLDell TechnologiesDell TechnologiesInformation Technology98−0.51%+42.58%+105.68%+302.77%
8INCYIncyteIncyteHealth Care980.00%−5.24%−5.04%+41.23%
9BAXBaxter InternationalBaxter InternationalHealth Care97+1.34%−3.36%+12.39%−36.79%
10CIENCienaCienaInformation Technology97−0.41%+7.72%+16.43%+666.97%
11FCXFreeport-McMoRanFreeport-McMoRanMaterials97−1.38%+12.71%+29.06%+78.63%
12SNDKSandiskSandiskInformation Technology97+1.04%+7.95%+36.67%+4497.80%
13CARRCarrier GlobalCarrier GlobalIndustrials96−0.33%+2.96%+0.80%−5.57%
14EQTEQT CorporationEQT CorporationEnergy96+0.68%−0.89%−7.45%−3.49%
15STXSeagate TechnologySeagate TechnologyInformation Technology96+0.42%+6.43%+25.47%+677.68%
16WDCWestern DigitalWestern DigitalInformation Technology96+0.69%+6.13%+27.29%+978.94%
17AMDAdvanced Micro DevicesAdvanced Micro DevicesInformation Technology95+3.09%+5.25%+52.70%+354.98%
18FIXComfort Systems USAComfort Systems USAIndustrials95−0.10%+0.87%−0.46%+294.75%
19NEMNewmontNewmontMaterials95−0.92%+2.12%+1.08%+97.01%
20TXNTexas InstrumentsTexas InstrumentsInformation Technology95+0.61%−2.94%+9.69%+67.27%

Reading the lens

Three patterns are worth watching for as you scan the tables.

Consistency across the four sections. A name that ranks top-decile on all three sub-drivers AND on the composite is a real find — revenue, margin, and cash flow all moving together. That's the rare combination where every leg of the business is firing.

Divergences between drivers. A stock with high Revenue Growth but low Margin Expansion is growing the top line without converting — often a capacity-investment phase or pricing pressure. High Margin Expansion with weak Revenue Growth points to cost cuts or mix shift on a flatlining business. Cash Flow Growth divergent from the income-statement drivers is usually working-capital or capex timing.

Composite vs price action. The 1D / 1W / 1M / 1Y columns are the actual price-action context behind each ranking. They aren't the input to the score — they're context. A high Overall Growth score paired with red price columns is the editorial "operations divergence" — the business is winning, the price isn't. Sometimes that resolves toward the business; sometimes the market is seeing something the trailing fundamentals haven't priced. The lens flags the gap; it doesn't tell you which side wins.

Methodology

TTM windows roll on each new quarterly filing; the percentiles only update when the underlying data does. Each sub-rank is computed twice — universe-wide (S&P 500 + NDX) and sector-relative (GICS sector) — and the composite is the mean of the six sub-ranks, rescaled to 0-100. Nulls are propagated honestly: a stock missing one fundamentals leg gets a composite built from however many legs are available; a stock missing the whole stack reads as n/a on the chip.

Price-change columns are point-in-time decimal returns from the same daily snapshot. The Russell 1000 extended tier is excluded from the cohort.