Screening Filters & Rationale
Market Cap ≥ $5 billion:
- Purpose: Focus on established companies with stable operations.
- Rationale: Larger market cap companies are generally less volatile and more reliable for long-term growth.
Revenue 5-Year CAGR ≥ 8%:
- Purpose: Identify companies with consistent revenue growth.
- Rationale: Sustained revenue growth indicates strong business performance and market demand.
EPS 5-Year CAGR ≥ 8%:
- Purpose: Target companies with growing profitability.
- Rationale: Increasing earnings per share reflects efficient operations and shareholder value creation.
Debt-to-Equity ≤ 1.0:
- Purpose: Ensure financial stability and manageable debt levels.
- Rationale: Lower debt relative to equity reduces financial risk and supports long-term sustainability.
Return on Equity ≥ 12%:
- Purpose: Highlight companies with strong returns on shareholder investments.
- Rationale: High ROE indicates efficient use of equity capital to generate profits.
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.