Screening Filters & Rationale
Market Cap >= $500M:
- Purpose: Focus on mid-to-large-sized companies with established market presence.
- Rationale: Larger market cap reduces risk associated with smaller, more volatile companies.
Current Ratio >= 0.7:
- Purpose: Ensure companies have sufficient short-term liquidity to cover liabilities.
- Rationale: A current ratio above 0.7 indicates financial stability and reduces bankruptcy risk.
Debt-to-Equity <= 4.0:
- Purpose: Limit exposure to companies with excessive leverage.
- Rationale: A lower debt-to-equity ratio reflects better financial health and reduced risk of insolvency.
Return on Equity >= 5%:
- Purpose: Identify companies generating adequate returns for shareholders.
- Rationale: A higher ROE indicates efficient use of equity capital to generate profits.
Monthly Price Change <= -20%:
- Purpose: Target undervalued or oversold stocks for potential recovery opportunities.
- Rationale: A significant price drop may present a buying opportunity if fundamentals remain strong.
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.