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) growth in earnings per share (EPS) 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 relative to equity.
- Rationale: The user requested stocks with "decreased debt," and while the filter does not directly measure a reduction in debt, it ensures that only companies with no debt (a very low-risk profile) are included, which aligns with the intent of the query.
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 specified stocks with a price lower than a ratio of 1.2 tangible price per share. The P/B ratio is a standard valuation metric that compares a stock's market price to its book value, making it a suitable proxy for the user's request.
is_optionable (True):
- Purpose: To filter for stocks that offer options or warrants.
- Rationale: The user explicitly requested stocks "offering warrants," and while the filter does not specifically isolate warrants, it ensures that the stocks selected are optionable, which often includes companies offering warrants.
Why Results Match:
- The filters collectively address the user's request for stocks with increased revenue, increased earnings, and decreased debt by applying positive growth filters for revenue and EPS, and a strict debt-to-equity filter to exclude companies with debt.
- The P/B ratio filter ensures that the selected stocks are trading at a valuation below the specified threshold of 1.2 tangible price per share.
- The "is_optionable" filter ensures that the stocks selected are eligible for options trading, which often overlaps with companies offering warrants, aligning with the user's request.
Limitations:
- The filter for "decreased debt" does not directly measure a reduction in debt over time but instead screens for companies with no debt. While this aligns with the intent of finding financially stable companies, it may exclude companies that have reduced but not eliminated their debt.
- The "is_optionable" filter does not specifically isolate stocks offering warrants but is the closest available proxy, as companies offering warrants are often optionable.
Overall, the filters are well-aligned with the user's query and provide a reasonable approach to identifying stocks that meet the specified criteria.
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.