Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap companies for stability and lower risk.
- Rationale: Large-cap oil companies tend to have established operations and resilience during market fluctuations.
Dividend Yield (TTM) ≥ 3%:
- Purpose: Target companies with strong income-generating potential.
- Rationale: A higher dividend yield ensures consistent returns, aligning with income-focused investment strategies.
Beta (LowRisk, ModerateRisk):
- Purpose: Minimize exposure to high volatility stocks.
- Rationale: Low to moderate beta stocks are less volatile, providing more predictable performance in the energy sector.
P/E Ratio (TTM) ≤ 20:
- Purpose: Identify undervalued or fairly valued companies.
- Rationale: A lower P/E ratio indicates potential for growth or stability at a reasonable price.
Ticker Selection:
- Purpose: Narrow down to oil-related companies within the provided list.
- Rationale: Ensures the focus remains on relevant stocks in the energy sector, specifically oil companies.
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.