"A company can't drive the sales line except by increasing demand, producing more, or gaining more customers" Cramer said. "However, a company can easily drive the earnings via buying back a ton of stock, cutting jobs, etc." Cramer explained.
Therefore revenue and specifically revenue growth drives Cramer's thinking, and not necessarily EPS.
Ultimately, "What you need to do is figure out what the growth rate is - figure out how fast a stock is growing, then calculate the trajectory," he said
It's a complex process, but the first step is relatively easy – get a handle on revenue. It's one of the best measures of growth – EPS can be misleading.