Screening Filters & Rationale
Market Cap (300M - 15B):
- Purpose: Focus on mid to small-cap companies for growth potential.
- Rationale: Ensures the selection of companies with manageable size and room for expansion, similar to HIMS.
P/S Ratio (≤ 15):
- Purpose: Identify companies with reasonable valuations relative to their sales.
- Rationale: Helps avoid overvalued stocks while maintaining growth opportunities.
Optionable Stocks:
- Purpose: Include stocks with options for additional investment strategies.
- Rationale: Provides flexibility for hedging or leveraging positions.
Annual Revenue YoY Growth (≥ 0%):
- Purpose: Focus on companies with stable or growing revenue.
- Rationale: Ensures financial health and aligns with growth-oriented investments.
Ticker Match:
- Purpose: Narrow down to stocks similar to HIMS within the healthcare and wellness sector.
- Rationale: Aligns with the user’s interest in comparable companies.
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.