Screening Filters
US large/mega cap stocks
- Purpose: Focus on established, higher-quality companies in the U.S. market.
- Rationale: Large and mega-cap stocks tend to be more liquid, more widely followed, and generally less volatile than smaller companies, which fits a “show me the results” screen aimed at finding stronger, more investable names.
Price above $20
- Purpose: Excludes very low-priced stocks.
- Rationale: Stocks above $20 are typically more stable and less likely to be highly speculative or thinly traded.
Price above the 20-day moving average
- Purpose: Confirms short-term upward momentum.
- Rationale: When price is above the 20-day average, it suggests the stock is trading stronger than its recent trend and may be in a near-term uptrend.
Price above the 200-day moving average
- Purpose: Confirms long-term trend strength.
- Rationale: Trading above the 200-day average is a common technical signal that the stock is in a longer-term bullish trend.
Price breaking resistance
- Purpose: Identifies potential breakout stocks.
- Rationale: A break above resistance can indicate renewed buying interest and the possibility of further upside if momentum continues.
52-week high
- Purpose: Selects stocks making new highs.
- Rationale: New highs often reflect strong price momentum and positive investor sentiment. This helps surface stocks already outperforming the market.
Positive ROE
- Purpose: Screens for profitable capital use.
- Rationale: A positive return on equity indicates the company is generating returns on shareholder capital, which is a basic quality check.
Quarterly revenue YoY growth > 0
- Purpose: Confirms top-line growth.
- Rationale: Positive year-over-year revenue growth suggests the business is expanding and demand for its products or services is improving.
Quarterly EPS YoY growth > 0
- Purpose: Confirms bottom-line growth.
- Rationale: Positive year-over-year EPS growth indicates the company is not only growing revenue but also improving profitability.
P/E TTM <= 35
- Purpose: Adds a valuation ceiling.
- Rationale: This avoids overly expensive stocks and helps keep the screen within a range that may still be reasonable for growth-oriented investors.
Strong Buy analyst consensus
- Purpose: Adds a professional sentiment overlay.
- Rationale: Strong Buy consensus suggests analysts broadly expect favorable fundamentals and/or price performance, which can help narrow the list to higher-conviction ideas.
Why these filters work together
- The technical filters (above key moving averages, breaking resistance, 52-week high) look for stocks with strong price momentum and breakout characteristics.
- The fundamental filters (positive ROE, revenue growth, EPS growth) help ensure the companies are financially healthy and improving operationally.
- The valuation filter (P/E <= 35) helps avoid names that may be too stretched.
- The market-cap and exchange filters keep the screen focused on liquid, U.S.-listed, widely traded stocks that are easier to analyze and trade.
- The analyst consensus filter adds an extra layer of support from market professionals.
Verification vs. the user’s request
- The filters do match the user’s request for U.S. large/mega-cap stocks that are above $20, showing technical strength, fundamental growth, reasonable valuation, and Strong Buy analyst support.
- One small note: the user explicitly requested price above the 20-day and 60-day moving averages. The current screen includes PriceAboveMA20 and PriceAboveMA200, not PriceAboveMA60.
- If PriceAboveMA60 is not supported by the screening system, the PriceAboveMA200 filter is still effective because it captures a stronger, longer-term uptrend and is a common substitute for trend confirmation.
Why the results should be relevant
- They are more likely to be quality stocks with momentum, rather than speculative names.
- They combine price strength + business growth + analyst support, which is a solid framework for finding candidates worth reviewing.
- Since the screen uses multiple confirmation layers, the results should be narrower and more relevant to someone asking for stocks to buy now.
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.