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Revenue Growth Explained

Not all growth is created equal, quality matters more than the headline number.

A company growing 40% can be a better business than one growing 80%, if the growth is durable, organic, and profitable.

The quality questions

Quality of growth checklist
  • Is growth organic (same customers buying more) or acquired (M&A)?
  • Is it volume (more units) or price (raised prices)?
  • Are unit economics improving as it scales?
  • Is customer acquisition cost falling or rising?
Sustainable vs artificial
Sustainable
  • Same-customer expansion
  • Net retention > 110%
  • Pricing power, not promos
Artificial
  • Heavy discounting
  • Inorganic via acquisitions
  • Concentrated in one mega-customer
Key takeaways
  • 01Quality growth comes from the same customers paying more.
  • 02Falling CAC and rising margins signal durability.
  • 03Subsidized or M&A-driven growth tends to mean-revert.
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