Screening Filters & Rationale
Market Cap (min: $10B, max: $100B):
- Purpose: To focus on mid-to-large-cap companies with stable growth potential.
- Rationale: These companies typically offer a balance between risk and return, aligning with moderate investment strategies.
Beta (ModerateRisk):
- Purpose: To target stocks with moderate volatility compared to the market.
- Rationale: Ensures alignment with investors seeking steady performance without excessive risk.
Revenue 5-Year CAGR (min: 10%):
- Purpose: To identify companies with consistent and strong revenue growth over the past five years.
- Rationale: Indicates a proven track record of business expansion and market competitiveness.
Weekly Average Turnover (min: $5M):
- Purpose: To ensure liquidity and ease of trading for selected stocks.
- Rationale: High turnover reflects active trading and reduces the risk of illiquidity.
P/E TTM (max: 20):
- Purpose: To focus on companies with reasonable valuations relative to their earnings.
- Rationale: A lower P/E ratio suggests potential undervaluation, appealing to value-oriented investors.
Tickers (specific list):
- Purpose: To narrow down the selection to pre-identified companies of interest.
- Rationale: Ensures the screener aligns with specific stocks already under consideration.
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.