Screening Filters & Rationale
Market Cap ≥ $10 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%:
- Purpose: Ensure the stock provides a minimum level of income through dividends.
- Rationale: A positive dividend yield indicates the company shares profits with investors, aligning with income-focused strategies.
Revenue 5-Year CAGR ≥ 10%:
- Purpose: Identify companies with strong and consistent revenue growth.
- Rationale: Sustained revenue growth reflects a company's ability to expand and adapt in its market.
P/E Ratio (TTM) between 10 and 25:
- Purpose: Target stocks with reasonable valuations relative to earnings.
- Rationale: This range avoids overvalued stocks while ensuring the company is profitable.
Return on Equity (ROE) ≥ 15%:
- Purpose: Focus on companies with efficient use of shareholder equity.
- Rationale: High ROE indicates strong profitability and effective management.
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.