Screening Filters
quarter_revenue_yoy_growth (min: 0):
- Purpose: To identify companies with year-over-year (YoY) revenue growth in the most recent quarter.
- Rationale: The user requested stocks with "increased revenue," and this filter ensures that only companies with positive revenue growth are included in the results.
quarter_eps_yoy_growth (min: 0):
- Purpose: To find companies with year-over-year (YoY) earnings per share (EPS) growth in the most recent quarter.
- Rationale: The user asked for stocks with "increased earnings," and this filter ensures that only companies with positive EPS growth are considered.
debt_equity (max: 0):
- Purpose: To screen for companies with no debt or a negative debt-to-equity ratio.
- Rationale: The user specified "decreased debt," and while the filter does not directly measure a reduction in debt, it ensures that only companies with no or minimal debt are included, which aligns with the intent of the request.
pb_ratio (max: 1.2):
- Purpose: To identify stocks trading at a price-to-book (P/B) ratio of 1.2 or lower.
- Rationale: The user requested stocks with a price lower than a ratio of 1.2 tangible price per share. The P/B ratio is a common valuation metric that compares a stock's market price to its book value, making this filter directly relevant to the user's request.
is_optionable (True):
- Purpose: To include only stocks that offer options or warrants.
- Rationale: The user specifically asked for stocks "offering warrants," and while the filter does not distinguish between options and warrants, it ensures that only stocks with derivative instruments available are included, which partially satisfies the user's request.
Why Results Match:
- The filters collectively address the user's request for stocks with increased revenue, increased earnings, and decreased debt by screening for positive YoY growth in revenue and EPS, as well as companies with no or minimal debt.
- The P/B ratio filter directly aligns with the user's request for stocks trading below a tangible price-to-book ratio of 1.2.
- The "is_optionable" filter ensures that the results include stocks with derivative instruments, which is the closest available proxy for the user's request for warrants.
Limitations:
- The filter for "decreased debt" does not specifically measure a reduction in debt over time but instead screens for companies with no or minimal debt. This is a limitation of the available filters.
- The "is_optionable" filter includes stocks with options but does not specifically distinguish between options and warrants. While this is the closest available filter, it may not fully satisfy the user's request for stocks offering warrants.
Despite these limitations, the applied filters are effective in addressing the user's query to the best extent possible with the available screening tools.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.