Featured Screeners

Screening Filters

1. Market Capitalization ≥ $30B (market_cap)

   • Purpose: Focus on large, established companies.
   • Rationale: “Featured” screeners typically highlight widely known, institutionally followed names rather than tiny or speculative stocks. A $30B+ market cap threshold restricts results to large-cap/mega-cap firms that tend to have more stable business models, better disclosure, and broad analyst coverage—ideal for a general-purpose, flagship screener.

2. Monthly Average Dollar Volume ≥ $3M (monthly_average_dollar_volume)

   • Purpose: Ensure stocks are liquid and easy to trade.
   • Rationale: Featured lists should be practical to use; that means avoiding illiquid names with wide spreads and low trading activity. A minimum dollar volume filter helps ensure that investors can enter and exit positions efficiently without significantly moving the price.

3. Price Above 200-Day Moving Average (moving_average_relationship: PriceAboveMA200)

   • Purpose: Capture stocks in a confirmed long-term uptrend.
   • Rationale: Many “featured” or “highlight” screens emphasize technical strength. Requiring the price to be above its 200-day moving average filters for stocks with positive long-term momentum, avoiding those in sustained downtrends or under distribution.

4. Component of S&P 500 (is_index_component: GSPC)

   • Purpose: Restrict to a high-quality, blue-chip universe.
   • Rationale: The S&P 500 is a widely recognized benchmark of large, leading U.S. companies. Using this as the base universe aligns with the idea of a featured screener: investors are typically looking for recognizable, benchmark-quality names rather than obscure issues.

5. Listed on Major U.S. Exchanges (list_exchange: XNYS, XNAS, XASE)

   • Purpose: Focus on primary, regulated U.S. exchanges.
   • Rationale: Featured screens usually avoid OTC and foreign secondary listings to minimize risks related to disclosure, liquidity, and trading frictions. Restricting to NYSE, Nasdaq, and NYSE American ensures higher listing standards and better data quality.

6. Return on Equity ≥ 15% (return_on_equity)

   • Purpose: Select financially strong, high-quality businesses.
   • Rationale: ROE is a core profitability and capital efficiency metric. A 15%+ threshold filters for companies that generate strong returns on shareholders’ capital. Featured screeners often emphasize quality factors like profitability, not just size or price momentum, to highlight fundamentally sound names.

Why Results Match “Featured Screeners”:

• The screen focuses on large, blue-chip companies (S&P 500 + $30B+ market cap), which is typical for broad, flagship lists.
• Liquidity constraints make the results actionable for most investors.
• Technical strength (price above 200-day MA) means the list emphasizes leaders, not laggards.
• Profitability (ROE ≥ 15%) adds a quality filter so the results aren’t just big and popular, but also financially strong.

Together, these filters create a curated set of well-known, liquid, profitable, and technically strong stocks—exactly the type of names that fit a “Featured Screeners” category for a wide range of investors.