Add criteria for market cap <$2B, US HQ, and FCF yield >10%

Screening Filters

1. Price: {'max': '15'}

   • Purpose: To filter for stocks priced at $15 or less per share.
   • Rationale: The user explicitly requested stocks with a maximum share price of $15, so this filter ensures that only stocks meeting this price criterion are included in the results.

2. P/E TTM: {'max': '15'}

   • Purpose: To screen for stocks with a trailing twelve months price-to-earnings (P/E) ratio of less than 15.
   • Rationale: The user requested a forward P/E ratio of less than 15. While the screener uses trailing P/E (P/E TTM) instead of forward P/E, this is a close approximation to the user's intent, as both metrics assess valuation relative to earnings. Forward P/E is not directly supported by the screener.

3. Debt/Equity: {'max': '1'}

   • Purpose: To identify companies with a debt-to-equity ratio of less than 1.
   • Rationale: The user requested this specific filter to focus on companies with lower leverage, indicating a preference for financially stable companies with manageable debt levels.

4. Market Cap: {'max': '2000000000'}

   • Purpose: To filter for companies with a market capitalization of less than $2 billion.
   • Rationale: The user explicitly requested this criterion to focus on smaller companies, often referred to as small-cap stocks, which may have higher growth potential.

5. Region: ['US']

   • Purpose: To limit the search to companies headquartered in the United States.
   • Rationale: The user requested US-based companies, so this filter ensures that only stocks from this region are included in the results.

6. P/FCF Ratio: {'min': '10'}

   • Purpose: To screen for companies with a free cash flow (FCF) yield greater than 10%.
   • Rationale: FCF yield is the inverse of the price-to-free-cash-flow (P/FCF) ratio. A P/FCF ratio of less than 10 corresponds to an FCF yield greater than 10%, which aligns with the user's request. This filter ensures that only companies generating significant free cash flow relative to their market value are included.

Why Results Match:

• The filters applied closely match the user's request, addressing all specified criteria:

  • The price filter ensures stocks are $15 or less.
  • The P/E TTM filter approximates the user's forward P/E request, as forward P/E is not directly supported.
  • The debt/equity filter matches the user's preference for low-leverage companies.
  • The market cap filter aligns with the user's request for companies with a market cap under $2 billion.
  • The region filter ensures only US-based companies are included.
  • The P/FCF ratio filter effectively captures the user's request for an FCF yield greater than 10%.

• While forward P/E is not directly supported, the use of trailing P/E provides a reasonable alternative for assessing valuation. All other criteria are directly addressed by the filters applied.