Screening Filters & Rationale
Positive Net Margin (net_margin ≥ 0):
- Purpose: To ensure the selected stocks are profitable.
- Rationale: Positive net margin indicates the company is generating profit after all expenses, aligning with a focus on financially stable investments.
Debt-to-Equity Ratio ≤ 1.5 (debt_equity ≤ 1.5):
- Purpose: To identify companies with manageable debt levels.
- Rationale: A lower debt-to-equity ratio suggests the company is not overly reliant on debt, reducing financial risk.
Earnings Beat (earnings_surprise = EpsBeat):
- Purpose: To select companies that have exceeded earnings expectations.
- Rationale: Earnings beats often signal strong operational performance and can drive positive investor sentiment.
Monthly Price Drop ≥ 20% (month_price_change_pct ≤ -20):
- Purpose: To find undervalued stocks with potential for recovery.
- Rationale: A significant price drop may present a buying opportunity if the company's fundamentals remain strong.
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.