Top 15 Fastest-Growing Profitable Consumer Cyclical Stocks
Marvin's rules found 15 profitable Consumer Cyclical companies with strong Overall scores. They are ranked by last-fiscal-year revenue growth, led by Somnigroup International, Carvana and Sonoco Products.
Consumer Cyclical companies sell things people tend to buy more of when they feel confident about money, such as cars, furniture, clothing, travel and meals out. This list shows which of them grew revenue fastest in their last fiscal year while still making a profit.
Fast growth is only part of the picture. Some companies here carry a lot of debt, and some keep little cash from each sale. Each write-up below includes a caution so you can see the trade-offs.
This is a research starting point, not a recommendation. The figures describe the past year and how each company compares with others in its industry today.
The list
How Marvin ranked these stocks
Marvin started with companies above a minimum size and kept only Consumer Cyclical companies that are profitable and have a solid Overall score. It then ranked them by revenue growth in the last fiscal year, fastest first, and limited how many could come from any one industry. Marvin scores run on a scale from zero to one hundred and are relative to each company's own industry, so a high score means a company looks strong compared with its industry peers, not compared with every company.
Companies above about $300 million in size, ranked by Marvin scores (0-100, relative to each company's own industry). The Consumer Cyclical sector, fastest last-fiscal-year revenue growth first, among profitable companies with an Overall score of at least 55; at most 4 per industry.
The stocks, one by one
Somnigroup International Inc SGI
Somnigroup grew revenue 51.6% last fiscal year, with an operating margin of 12.5% and a free cash flow margin of 10.1%. That suggests fast growth alongside healthy profits. Caution: debt-to-equity of 1.98 means the company relies fairly heavily on borrowed money.
Carvana Co. CVNA
Carvana grew revenue 48.6% and earned a return on equity of 38.9%, which points to strong profit relative to shareholder capital. Caution: the gross margin of 19.4% and free cash flow margin of 3.7% are thin, leaving little room for error.
Sonoco Products Company SON
Sonoco Products grew revenue 41.7% with an operating margin of 13.6%, a decent level of profit from operations. Caution: its Quality score is only 41 and the free cash flow margin is just 2.9%, so little cash is left after spending.
Sea Limited SE
Sea Limited grew revenue 36.4% and kept a free cash flow margin of 19.7%, backed by a high Quality score of 92. Caution: the operating margin of 8.7% is modest, and no debt-to-equity figure is available.
Liquidity Services, Inc. LQDT
Liquidity Services grew revenue 31.2% with a gross margin of 47.6% and a free cash flow margin of 18.4%, a good sign for cash generation. Caution: the operating margin is a more modest 9.0%, and debt data is not available.
DICK'S Sporting Goods, Inc. DKS
DICK'S Sporting Goods has an Overall score of 94 and grew revenue 28.1%. Caution: profit is thin, with an operating margin of 5.5% and a free cash flow margin of only 1.1%. Debt-to-equity is not available.
Dutch Bros Inc. BROS
Dutch Bros grew revenue 27.9% with an operating margin of 9.6%, showing solid growth and steady profit. Caution: its Opportunity score is only 29, and its Overall score of 61 is among the lowest on this list.
Pursuit Attractions and Hospitality, Inc. PRSU
Pursuit Attractions and Hospitality grew revenue 23.4% and has a high gross margin of 92.5%, with debt-to-equity of 0.46, which is low. Caution: free cash flow margin is negative at -1.1%, and no operating margin is available.
Five Below, Inc. FIVE
Five Below has the highest Overall score here at 96, with Quality at 95. Revenue grew 22.9% and operating margin is 14.7%. Caution: growth is slower than many names above it, and no debt-to-equity figure is available.
Rush Street Interactive, Inc. RSI
Rush Street Interactive grew revenue 22.8% and turned 13.3% of revenue into free cash flow, a healthy level. Caution: its Opportunity score is only 39, and no debt-to-equity figure is available.
Standard Motor Products, Inc. SMP
Standard Motor Products grew revenue 22.4% with an operating margin of 8.4% and moderate debt-to-equity of 0.97. Caution: return on equity is only 7.1%, and the free cash flow margin of 4.7% is slim.
Kontoor Brands, Inc. KTB
Kontoor Brands grew revenue 20.9%, with a free cash flow margin of 12.3% and a return on equity of 43.3%, pointing to strong profitability. Caution: debt-to-equity of 2.06 is high, so borrowing plays a large role.
Boot Barn Holdings, Inc. BOOT
Boot Barn grew revenue 17.9% with an operating margin of 13.6%, a respectable level of profit. Caution: the free cash flow margin is only 5.0%, its Opportunity score is a middling 64, and debt data is not available.
SharkNinja, Inc. SN
SharkNinja grew revenue 15.7% and has a Quality score of 95 with low debt-to-equity of 0.32, a conservative balance sheet. Caution: growth is among the slowest here, and the Opportunity score is a middling 52.
Las Vegas Sands Corp. LVS
Las Vegas Sands grew revenue 15.2% with a strong operating margin of 21.5% and a free cash flow margin of 19.7%. Caution: debt-to-equity of 23.57 is very high, which can inflate the 297.2% return on equity. Gross margin is unavailable.
Common questions
What does Consumer Cyclical mean?
Consumer Cyclical describes companies whose sales tend to rise and fall with the economy because they sell things people can delay or skip when money is tight, such as cars, clothing, travel and restaurant meals.
Does fast revenue growth mean a company is a good investment?
No. Revenue growth shows how quickly sales rose in the last fiscal year, but it says nothing about future results. Margins, debt and cash flow also matter, which is why each company here comes with a caution.
Why are scores compared within each industry?
Industries have very different typical margins and debt levels. Comparing a company with others in its own industry gives a fairer view than comparing a retailer with a casino operator, so Marvin's scores are relative to industry peers.
Keep reading
- Top 15 Consumer Cyclical Stocks Right Now
- Top 15 Consumer Cyclical Stocks by Marvin Opportunity Score
- Top 15 Specialty Retail Stocks by Marvin Score
- Top 15 Consumer Cyclical Companies by Business Quality
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Marvin's scores (0-100) compare each company with others in its industry today. Growth and margin figures come from SEC filings. This is general information, not personal investment advice or a recommendation to buy or sell anything. Do your own research.