Add companies that make money

How the Filters Address Your Request

Your latest request: “Add a criterion to include companies that are profitable.”
The current screen:

{
  'sector': ['Energy', 'Energy - Fossil Fuels'],
  'region': ['United States'],
  'list_exchange': ['XNYS', 'XNAS', 'XASE'],
  'net_margin': {'min': '0'},
  'pe_ttm': {'max': '15'},
  'pb_ratio': {'max': '1.5'},
  'dividend_yield_ttm': {'min': '5'}
}

Screening Filters

1. sector: ['Energy', 'Energy - Fossil Fuels']

   • Purpose: Limit results to energy companies, including traditional fossil-fuel producers.
   • Rationale: You originally asked for “energy companies,” and this sector grouping captures oil & gas producers, refiners, integrated energy, etc., which is where most high-dividend energy names sit.

2. region: ['United States']

   • Purpose: Restrict to U.S.-based companies.
   • Rationale: Directly satisfies your clarification “US energy companies only,” aligning results with the U.S. market and regulatory/financial reporting environment you’re used to (e.g., similar to your watchlist holdings like MSFT, AAPL, etc., which are U.S.-listed).

3. list_exchange: ['XNYS', 'XNAS', 'XASE']

   • Purpose: Include only stocks listed on major U.S. exchanges: NYSE, Nasdaq, and NYSE American.
   • Rationale: Helps avoid OTC/pink-sheet names, which often have poorer liquidity, weaker disclosure, and higher risk. This is consistent with your existing watchlist (all are major-exchange listings).

4. net_margin: {'min': '0'} ✅ New profitability criterion

   • Purpose: Ensure the company is at least break-even or better at the net income level.
   • Rationale: “Profitable” in fundamental analysis usually means positive net income. Net margin = Net Income / Revenue.
     • Setting net_margin >= 0 filters out companies that are losing money (negative net income) and retains those that are at least not burning cash at the bottom line.
     • This is a practical, standard way to operationalize “profitable” with the data we support.

5. pe_ttm: {'max': '15'}

   • Purpose: Target lower valuation on an earnings basis (Price/Earnings on trailing 12 months).
   • Rationale: A P/E cap of 15 is a classic “value” threshold, especially in a cyclical sector like energy. Combined with the profitability filter, this focuses on profitable companies that aren’t richly valued on earnings.

6. pb_ratio: {'max': '1.5'}

   • Purpose: Limit valuation relative to book value (equity on the balance sheet).
   • Rationale: In energy (capital-intensive, asset-heavy), P/B is a key valuation tool. A P/B ≤ 1.5 often indicates the market is not excessively overpaying for the company’s net assets, which aligns with your search for “undervalued” names.

7. dividend_yield_ttm: {'min': '5'}

   • Purpose: Require a minimum dividend yield of 5% on a trailing 12‑month basis.
   • Rationale: Directly implements your “Dividends above 5%” requirement, ensuring that all candidates are high-yield income plays, not just low-yield growth stocks.

Why the Results Match Your Request

• US energy companies:

  • sector + region + list_exchange ensure you only get U.S. energy names on major exchanges.

• Undervalued:

  • pe_ttm <= 15 and pb_ratio <= 1.5 are standard value-investing thresholds, especially appropriate for an asset-heavy sector like energy.

• Dividends above 5%:

  • dividend_yield_ttm >= 5 directly enforces your high-dividend requirement.

• Profitable companies:

  • net_margin >= 0 adds the profitability constraint you requested, by requiring that companies generate non-negative net income relative to revenue.

Do the Filters Match Your Request?

Yes. We do support a profitability indicator, and in this screen it is implemented via net margin ≥ 0, which is a standard, data-driven way to enforce that the company is at least not loss-making. Together with the existing value and dividend filters, this gives you a focused list of profitable, high-yield, undervalued U.S. energy stocks.