Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap companies with financial stability and consistent dividend payouts.
- Rationale: Large-cap companies are less volatile and more likely to sustain high dividend payments.
Dividend Yield (TTM) ≥ 4%:
- Purpose: Identify stocks offering high income through dividends.
- Rationale: A minimum 4% yield ensures the stock provides substantial income relative to its price.
Beta (LowRisk, ModerateRisk):
- Purpose: Limit selection to stocks with lower volatility.
- Rationale: Low to moderate beta reduces risk, aligning with income-focused, conservative investment strategies.
Dividend Payout Ratio ≤ 80%:
- Purpose: Ensure dividends are sustainable and not overly reliant on earnings.
- Rationale: A payout ratio below 80% indicates the company retains enough earnings for growth and stability.
5-Year Dividend CAGR ≥ 5%:
- Purpose: Focus on companies with a history of growing dividends.
- Rationale: A consistent growth rate in dividends demonstrates financial health and commitment to rewarding shareholders.
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.