Screening Filters & Rationale
Market Cap ≥ $1 billion:
- Purpose: Focus on established companies with significant market presence.
- Rationale: Larger market cap reduces risk associated with smaller, volatile companies.
Dividend Yield (TTM) ≥ 1%:
- Purpose: Ensure a minimum level of income generation for investors.
- Rationale: A consistent dividend yield indicates financial stability and shareholder returns.
Revenue 5-Year CAGR ≥ 15%:
- Purpose: Identify companies with strong and consistent revenue growth.
- Rationale: High revenue growth reflects a company’s ability to expand and capture market share.
P/E Ratio (TTM) ≤ 18:
- Purpose: Target reasonably valued stocks to avoid overpaying.
- Rationale: A lower P/E ratio suggests the stock is priced attractively relative to earnings.
Return on Equity (ROE) ≥ 20%:
- Purpose: Focus on companies efficiently generating profits from shareholders' equity.
- Rationale: High ROE indicates strong management performance and profitability.
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.