Screening Filters & Rationale
Market Cap ≥ $15 billion:
- Purpose: Focus on large-cap stocks for stability and lower risk.
- Rationale: Large-cap companies are typically more established and resilient during market fluctuations.
Dividend Yield (TTM) ≥ 1.5%:
- Purpose: Ensure consistent income generation through dividends.
- Rationale: A minimum yield of 1.5% indicates a reliable income stream, aligning with income-focused strategies.
P/E Ratio (TTM) between 12 and 28:
- Purpose: Identify fairly valued stocks with reasonable growth potential.
- Rationale: This range avoids overvalued stocks while ensuring the company is not undervalued due to poor performance.
Return on Equity (ROE) ≥ 18%:
- Purpose: Target companies with strong profitability and efficient use of equity.
- Rationale: High ROE reflects a company's ability to generate returns for shareholders effectively.
Annual Revenue YoY Growth ≥ 12%:
- Purpose: Focus on companies with strong and consistent revenue growth.
- Rationale: Revenue growth above 12% indicates robust business expansion and market demand.
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.