Screening Filters & Rationale
Market Cap ≥ $50 billion:
- Purpose: Focus on large-cap companies with established market presence.
- Rationale: Large-cap companies tend to offer stability and lower volatility, aligning with moderate-risk investment strategies.
Analyst Consensus: Strong Buy or Moderate Buy:
- Purpose: Identify companies with positive analyst sentiment.
- Rationale: Strong or moderate buy ratings indicate confidence in the company's future performance.
Moderate Risk Beta:
- Purpose: Target stocks with moderate volatility relative to the market.
- Rationale: Ensures alignment with a balanced risk tolerance, avoiding overly volatile or stagnant stocks.
Return on Equity (ROE) ≥ 15%:
- Purpose: Select companies with strong profitability and efficient use of equity.
- Rationale: High ROE reflects effective management and strong financial performance.
Annual EPS YoY Growth ≥ 10%:
- Purpose: Focus on companies with consistent earnings growth.
- Rationale: Positive EPS growth indicates a healthy business trajectory and potential for future returns.
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.