Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap companies for stability and reliability.
- Rationale: Large-cap stocks are generally less volatile and more likely to sustain dividend payments.
Dividend Yield (TTM) ≥ 3%:
- Purpose: Ensure a minimum level of income generation from dividends.
- Rationale: A yield of 3% or higher provides a competitive return compared to fixed-income investments.
Low Beta:
- Purpose: Minimize portfolio volatility and align with a low-risk investment strategy.
- Rationale: Low-beta stocks are less sensitive to market fluctuations, offering more stability.
Dividend Payout Ratio ≤ 80%:
- Purpose: Identify companies with sustainable dividend payments.
- Rationale: A payout ratio below 80% indicates the company retains enough earnings for growth while paying dividends.
5-Year Dividend CAGR ≥ 5%:
- Purpose: Focus on companies with a history of growing dividends.
- Rationale: A consistent dividend growth rate of 5% or more demonstrates financial health and shareholder commitment.
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.