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Do you consider a stock's sales trends when choosing among stocks? We ran a screen with this idea in mind.

We then screened for those with encouraging sales trends, as indicated by faster growth in revenue than accounts receivable year-over-year, as well as receivables comprising a smaller portion of current assets over the same time period.

Accounts receivable represents the portion of revenue not yet received, so the smaller the portion of revenue the better.

Interactive Chart: Press Play to compare changes in market cap over the last two years for the stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.


(Click to enlarge)

Do you think these companies have strong sales trends? Use this list as a starting point for your own analysis.

1. Ancestry.com Inc. (NASDAQ:ACOM): Operates as an online resource for family history for subscribers worldwide. Market cap at $1.39B, most recent closing price at $32.03. Revenue grew by 24.49% during the most recent quarter ($128.35M vs. $103.1M y/y). Accounts receivable grew by -26.4% during the same time period ($14.64M vs. $19.89M y/y). Receivables, as a percentage of current assets, decreased from 23.74% to 13.55% during the most recent quarter (comparing 3 months ending 2012-09-30 to 3 months ending 2011-09-30).

2. Healthstream Inc. (NASDAQ:HSTM): Provides Internet-based learning and research solutions in the United States. Market cap at $614.07M, most recent closing price at $23.42. Revenue grew by 27.93% during the most recent quarter ($26.38M vs. $20.62M y/y). Accounts receivable grew by 19.14% during the same time period ($16.99M vs. $14.26M y/y). Receivables, as a percentage of current assets, decreased from 27.58% to 14.41% during the most recent quarter (comparing 3 months ending 2012-09-30 to 3 months ending 2011-09-30).

3. Bankrate, Inc. (NYSE:RATE): Offers online financial data feed management services. Market cap at $1.3B, most recent closing price at $13.01. Revenue grew by 3.44% during the most recent quarter ($116.78M vs. $112.9M y/y). Accounts receivable grew by -12.64% during the same time period ($60.45M vs. $69.2M y/y). Receivables, as a percentage of current assets, decreased from 43.% to 36.77% during the most recent quarter (comparing 3 months ending 2012-09-30 to 3 months ending 2011-09-30).

4. SouFun Holdings Ltd. (NYSE:SFUN): Provides marketing, listing, technology, and information consultancy services to real estate and home furnishing industries in the People's Republic of China. Market cap at $429.2M, most recent closing price at $23.10. Revenue grew by 17.14% during the most recent quarter ($127.24M vs. $108.62M y/y). Accounts receivable grew by 0.8% during the same time period ($55.56M vs. $55.12M y/y). Receivables, as a percentage of current assets, decreased from 21.72% to 21.29% during the most recent quarter (comparing 3 months ending 2012-09-30 to 3 months ending 2011-09-30).

5. ValueClick, Inc. (VCLK): Provides performance-based online advertising campaigns and programs primarily in the United States and the United Kingdom. Market cap at $1.49B, most recent closing price at $19.80. Revenue grew by 25.77% during the most recent quarter ($160.88M vs. $127.92M y/y). Accounts receivable grew by 21.58% during the same time period ($140.49M vs. $115.55M y/y). Receivables, as a percentage of current assets, decreased from 50.48% to 49.94% during the most recent quarter (comparing 3 months ending 2012-09-30 to 3 months ending 2011-09-30).

6. Web.com Group, Inc. (NASDAQ:WWWW): Provides Internet services and online marketing solutions for small-to-medium sized businesses to build and maintain an online presence. Market cap at $760.53M, most recent closing price at $15.48. Revenue grew by 140.89% during the most recent quarter ($105.75M vs. $43.9M y/y). Accounts receivable grew by 128.33% during the same time period ($17.81M vs. $7.8M y/y). Receivables, as a percentage of current assets, decreased from 18.03% to 14.68% during the most recent quarter (comparing 3 months ending 2012-09-30 to 3 months ending 2011-09-30).

7. Internet Initiative Japan Inc. (NASDAQ:IIJI): Provides Internet connectivity, outsourcing, and systems integration services to customers primarily in Japan. Market cap at $907.98M, most recent closing price at $11.20. Revenue grew by 3.67% during the most recent quarter ($26,563.01M vs. $25,621.55M y/y). Accounts receivable grew by -4.13% during the same time period ($15,711.4M vs. $16,387.73M y/y). Receivables, as a percentage of current assets, decreased from 47.45% to 46.63% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

*Accounting data sourced from Google Finance, all other data sourced from Finviz.

Source: 7 Internet Companies With Encouraging Sales Trends