Here's 5 companies that have growing revenue rates AND great margin expansion.

Not many companies have growing revenue rates AND great margin expansion. Here's 5 that do 👇

1. Palantir | $Palantir Technologies Inc.(PLTR)$

NTM EV/Sales: 53.0x

Revenue growth Q4 23: 19.6%

Revenue growth Q4 24: 36.0%

Margins have expanded from 4.4% in 2022 to 9.6% in 2024. Safe to say there's no company that has executed as well as $PLTR over the last 24 months.

2. Lemonade | $Lemonade, Inc.(LMND)$

NTM EV/Sales: 3.4x

Revenue growth Q2 24: 16.7%

Revenue growth Q4 24: 29.6%

Net income margin is booming at $LMND as they scale up. They are currently already FCF profitable and expect EBITDA profitability in 2026 and net income profitability in 2027.

3. Shopify | $Shopify(SHOP)$

NTM EV/Sales: 11.7x

Revenue growth Q2 24: 20.7%

Revenue growth Q4 24: 31.2%

Net income margin in Q1 24 was negative 14% and Q4 24 delivered a 45.9% net income margin. That's a pretty spectacular increase in 3 months and the net income margin is now back above 2023 levels.

4. Novo Nordisk | $NOVO NORDISK B(0QIU.UK)$

NTM EV/Sales: 7.0x

Revenue growth Q1 24: 20.8%

Revenue growth Q4 24: 30.1%

Margin growth hasn't been too explosive at $NOVO and it rarely is at bug drug companies like them. Margins are bit lumpy but overall we have seen nice growth and net income margin go from 28% 2 years ago to 32% today.

5. Arista Networks | $Arista Networks(ANET)$

NTM EV/Sales: 11.5x

Revenue growth Q2 24: 15.9%

Revenue growth Q4 24: 25.3%

Net income margin in 2022 was 28% but today $ANET has managed a net income margin above 41%. It's been a very consistent margin expansion journey for them which is nice to see for investors.