Screening Filters & Rationale
Market Capitalization ≥ $5 billion:
- Purpose: Focus on large-cap energy companies with established market presence.
- Rationale: Larger companies tend to have more stability and resilience in volatile markets.
Dividend Yield (TTM) ≥ 2%:
- Purpose: Target energy stocks that provide consistent income through dividends.
- Rationale: A higher dividend yield indicates potential for steady cash flow for income-focused investors.
P/E Ratio (TTM) ≤ 20:
- Purpose: Identify energy stocks that are reasonably valued.
- Rationale: A lower P/E ratio suggests the stock may be undervalued relative to earnings.
Return on Equity (ROE) ≥ 10%:
- Purpose: Select companies with strong profitability and efficient use of equity.
- Rationale: Higher ROE indicates effective management and potential for growth.
Ticker Selection:
- Purpose: Narrow down to energy stocks meeting all criteria from the provided list.
- Rationale: Ensures alignment with the user's request for energy stocks while adhering to the filters.
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.