Screening Filters & Rationale
Market Cap ≥ $100 billion:
- Purpose: Ensures selection of large, established blue-chip companies.
- Rationale: High market capitalization indicates stability and aligns with the blue-chip focus.
Dividend Yield (TTM) ≥ 1%:
- Purpose: Targets companies providing consistent income to investors.
- Rationale: A minimum yield ensures the stock offers a reliable return component.
Gross Margin ≥ 40%:
- Purpose: Focuses on companies with strong operational efficiency.
- Rationale: High gross margins indicate competitive advantages and profitability.
Net Margin ≥ 15%:
- Purpose: Selects companies with robust bottom-line profitability.
- Rationale: High net margins reflect effective cost management and strong earnings.
Weekly Average Turnover ≥ $10 million:
- Purpose: Ensures liquidity for ease of trading.
- Rationale: High turnover indicates active investor interest and market accessibility.
Index Component (GSPC, DJI, NDX):
- Purpose: Limits selection to well-known, reputable index constituents.
- Rationale: Being part of major indices ensures the stock is a recognized blue-chip.
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.