Screening Filters & Rationale
Market Cap ≥ $5 billion:
- Purpose: Focus on established companies with significant market presence.
- Rationale: Larger market cap often indicates stability and resilience, aligning with long-term growth objectives.
Net Margin ≥ 0%:
- Purpose: Ensure companies are at least breaking even or profitable.
- Rationale: Positive net margins indicate operational efficiency and financial health.
Annual Revenue YoY Growth ≥ 5%:
- Purpose: Identify companies with consistent revenue growth.
- Rationale: Revenue growth reflects business expansion and potential for future returns.
Tickers (SQ, LC, UPST, MA, V, AXP, PYPL, AFRM):
- Purpose: Focus on companies directly or indirectly related to CashApp or digital payments.
- Rationale: These companies operate in fintech or payment processing, aligning with the CashApp-related investment theme.
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.