Analysis focus on historical performance, analyst ratings, sector trends and financial metrics

Screening Filters

1. Year Price Change Percentage (year_price_change_pct: min 0):

   • Purpose: To filter for stocks that have demonstrated positive price performance over the past year.
   • Rationale: Historical performance is often used as an indicator of a stock's momentum and potential for future growth. By setting a minimum of 0%, the filter excludes stocks that have declined in value, focusing only on those with upward trends.

2. Analyst Consensus (Moderate Buy, Strong Buy):

   • Purpose: To include stocks that have favorable ratings from professional analysts.
   • Rationale: Analyst ratings provide insights into expert opinions on a stock's potential. "Moderate Buy" and "Strong Buy" ratings indicate that analysts expect these stocks to perform well based on their research, aligning with the user's interest in analyst ratings.

3. Return on Equity (ROE: min 15%):

   • Purpose: To identify companies with strong profitability relative to shareholder equity.
   • Rationale: A high ROE (above 15%) suggests that a company is efficiently generating profits from its equity base, which is a key financial metric for assessing a company's financial health and growth potential.

4. Debt-to-Equity Ratio (debt_equity: max 1):

   • Purpose: To filter for companies with manageable levels of debt relative to their equity.
   • Rationale: A low debt-to-equity ratio (below 1) indicates that a company is not overly reliant on debt for financing, which reduces financial risk and makes it more attractive to investors. This aligns with the user's focus on financial metrics.

Why Results Match:

• The filters collectively address the user's request by focusing on stocks with strong historical performance, favorable analyst ratings, and solid financial metrics.
• The year_price_change_pct filter ensures that only stocks with positive momentum are considered, while the analyst_consensus filter incorporates expert opinions on future performance.
• The ROE and debt_equity filters ensure that the selected stocks are financially sound, with strong profitability and manageable debt levels, which are critical for long-term growth and stability.
• Together, these filters provide a well-rounded approach to identifying stocks that align with the user's focus on historical performance, analyst ratings, sector trends, and financial metrics.