Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: To focus on large-cap companies with established market presence and stability.
- Rationale: Large-cap stocks are generally less volatile and provide consistent returns, aligning with long-term investment goals.
Revenue 5-Year CAGR ≥ 12%:
- Purpose: To identify companies with strong and sustained revenue growth over the past five years.
- Rationale: Consistent revenue growth indicates a company's ability to expand its market share and maintain competitive advantages.
EPS 5-Year CAGR ≥ 12%:
- Purpose: To select companies with robust earnings growth over the last five years.
- Rationale: Strong EPS growth reflects profitability improvements and efficient management, which are critical for long-term value creation.
P/E TTM ≤ 20:
- Purpose: To ensure the selection of reasonably valued stocks based on their trailing earnings.
- Rationale: A lower P/E ratio suggests that the stock is not overvalued, providing a margin of safety for investors.
Return on Equity ≥ 18%:
- Purpose: To focus on companies with high efficiency in generating returns from shareholders' equity.
- Rationale: High ROE indicates strong financial performance and effective use of capital, which are essential for sustained growth.
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.