Zacks.com featured highlights include Deckers, Matador and FactSet

The common thread across these names is not “sales growth” per se, but pricing power versus cyclicality. DECK is the cleanest quality compounder: if HOKA can keep share gains while UGG stabilizes, revenue durability should support multiple expansion even if unit growth moderates; the market tends to underwrite apparel/footwear too cyclically, so sustained top-line beats can force de-risking of that short thesis. FDS is the most defensible cash-flow story, but it is also the most vulnerable to operating leverage disappointment if the buy-side slows spending or seat expansion stalls; its revenue growth looks modest, yet the setup improves if management proves net retention is still protecting recurring revenue.

MTDR is the most tactically interesting because the stock is being screened on sales growth just as the commodity backdrop can change the answer quickly. The market is implicitly paying for basin quality and capital efficiency, but the second-order issue is that any softening in oil will hit revenue growth faster than consensus models assume, since upstream sales are a direct function of realized pricing; this makes the name a higher-beta way to express energy views than the article implies. Conversely, if oil stays range-bound, MTDR can still outperform on cash return optics, but it is the least resilient of the three in a risk-off tape.

The contrarian miss here is that “best sales growth” screens often overpay for forward estimates when the inflection is already visible. That favors DECK most if there is any renewed consumer strength, but it also means the easy money may already be in the numbers for MTDR and FDS unless estimates keep moving up. I would treat this basket as a relative-value signal, not a blanket long mandate: the real edge is separating durable demand compounding from names whose growth is mostly a macro derivative.