Any better stock than this ?

Screening Filters

1. market_cap_category: mid, large, mega

   • Purpose: Focus on more established companies.
   • Rationale: The user is asking for a “better stock than W” after a technical analysis context. That implies a comparison candidate that is still investable and reasonably liquid, not a small speculative name. Mid- to mega-cap stocks tend to have more stable business profiles and cleaner technicals.

2. price: min 0

   • Purpose: No price floor is imposed.
   • Rationale: This keeps the screen broad and avoids excluding potentially relevant candidates just because they trade at a lower absolute share price. Since the user did not specify a target price range, this is a neutral filter.

3. beta: LowRisk, ModerateRisk, HighRisk

   • Purpose: Allow the screen to include a wide range of volatility profiles.
   • Rationale: The user did not ask for conservative or aggressive specifically, so the screen does not over-restrict by volatility. This helps surface a broad set of comparative candidates while other filters narrow quality and trend.

4. moving_average_relationship: PriceAboveMA200

   • Purpose: Require long-term technical strength.
   • Rationale: Since the prior context is technical analysis, this is one of the most relevant filters. Stocks trading above the 200-day moving average are generally in stronger long-term uptrends than those below it, which fits the idea of finding a “better” stock on a technical basis.

5. rsi_category: moderate

   • Purpose: Avoid extremely overbought or oversold stocks.
   • Rationale: A moderate RSI suggests the stock is not stretched too far in either direction. That makes it more suitable as a cleaner comparison candidate than a stock that may be temporarily overextended.

6. month_price_change_pct: min 0

   • Purpose: Prefer stocks with positive recent momentum.
   • Rationale: If the goal is to find a better alternative to W, positive monthly price performance helps identify names with improving trend strength and market interest.

7. themes: US Well-Known Retailers, E-Commerce, Discount Stores, Consumer Electronics, Luxury Goods, Home Improvement, Franchises

   • Purpose: Keep the screen aligned with the retail/consumer space.
   • Rationale: W is in the retail space, so these themes ensure the comparison set stays relevant to the same general business universe. That makes “better stock than W” a more apples-to-apples comparison rather than drifting into unrelated sectors.

8. sector: Consumer Cyclicals, Retailers

   • Purpose: Narrow results to the most relevant sectors.
   • Rationale: This keeps the search focused on consumer discretionary and retail businesses, which are the natural peer set for W.

9. industry: Diversified Retail, Specialty Retailers, E-Commerce

   • Purpose: Refine the peer group to close comparables.
   • Rationale: These industries are the most relevant comparison buckets for a retailer like W. They help the screen find businesses with similar operating models and competitive dynamics.

10. gross_margin: min 15

    • Purpose: Prefer businesses with at least moderate profitability.
    • Rationale: Higher gross margin generally indicates better pricing power, stronger unit economics, or a more favorable business model. This helps identify potentially stronger retail names than W from a fundamental quality standpoint.

11. current_ratio: min 1

    • Purpose: Require basic short-term liquidity.
    • Rationale: A current ratio above 1 suggests the company can cover near-term obligations with current assets. This is a simple balance-sheet quality filter that helps avoid financially strained companies.

12. quick_ratio: min 0.8

    • Purpose: Add another liquidity check excluding inventory-heavy distortion.
    • Rationale: The quick ratio is stricter than the current ratio and helps confirm short-term solvency even after removing inventory. For retail names, this is useful because inventory can inflate current assets.

13. quarter_revenue_yoy_growth: min 0

    • Purpose: Require at least non-negative top-line momentum.
    • Rationale: If we want a better stock than W, revenue growth matters. This filter excludes companies with declining recent sales, which improves the odds of finding a stronger operating business.

Why Results Match:

• The screen combines technical strength with fundamental quality. That is appropriate because the user asked for a better stock than W in a technical analysis context, not just a similar-looking ticker.
• Price above the 200-day moving average, positive monthly performance, and moderate RSI help identify stocks with constructive trends that are not excessively stretched.
• Retail-sector and retail-theme filters keep the results comparable to W, so the comparison stays relevant.
• Margin and liquidity thresholds help screen out weaker businesses and financially fragile names, which makes the output more likely to contain higher-quality alternatives.
• Non-negative revenue growth ensures the companies are at least maintaining sales momentum, which is important if we want a candidate that may be stronger than W on both chart and business fundamentals.