SharpFokus Brief – Monday, April 21, 2025
Does Sales Growth Mean Good Returns?
Not necessarily.
We reviewed the top ten companies in our coverage with the fastest sales growth. The results were clear:
• Only five of them generate positive cashflow returns (CFROA)
• Only two deliver a return above the risk-free rate (10-year bond yield after tax)
In contrast, the companies producing the highest CFROA—those generating the most shareholder-ready cash—don’t necessarily grow fast.
Of the top 10 CFROA performers, just one also appears on the top sales growth list.
Only two have double-digit sales growth.
And three of the top five have slightly negative sales growth.
So who’s turning cash into value, not just chasing revenue?
Here are the top 5 CFROA companies based on December data--in reverse order:
5. ADRO.jk
6. GEMS.jk
7. BSIM.jk
8. MLBI.jk
9. AMOR.jk
These are the names putting real money back in shareholders’ hands.
See the full rankings and research—updated daily.
Subscribe now at:
sharpfokus.com/subscription
Does Sales Growth Mean Good Returns?
Not necessarily.
We reviewed the top ten companies in our coverage with the fastest sales growth. The results were clear:
• Only five of them generate positive cashflow returns (CFROA)
• Only two deliver a return above the risk-free rate (10-year bond yield after tax)
In contrast, the companies producing the highest CFROA—those generating the most shareholder-ready cash—don’t necessarily grow fast.
Of the top 10 CFROA performers, just one also appears on the top sales growth list.
Only two have double-digit sales growth.
And three of the top five have slightly negative sales growth.
So who’s turning cash into value, not just chasing revenue?
Here are the top 5 CFROA companies based on December data--in reverse order:
5. ADRO.jk
6. GEMS.jk
7. BSIM.jk
8. MLBI.jk
9. AMOR.jk
These are the names putting real money back in shareholders’ hands.
See the full rankings and research—updated daily.
Subscribe now at:
sharpfokus.com/subscription