Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap companies with established market presence.
- Rationale: Large-cap stocks typically offer stability and lower risk, aligning with long-term investment goals.
Revenue 5-Year CAGR ≥ 12%:
- Purpose: Identify companies with strong and consistent revenue growth.
- Rationale: Sustained revenue growth indicates a company's ability to expand and capture market share.
EPS 5-Year CAGR ≥ 12%:
- Purpose: Target companies with robust earnings growth over time.
- Rationale: Consistent EPS growth reflects profitability and operational efficiency.
P/E TTM ≤ 20:
- Purpose: Ensure valuation is reasonable relative to earnings.
- Rationale: A lower P/E ratio suggests the stock is not overvalued, providing a margin of safety.
Return on Equity ≥ 18%:
- Purpose: Focus on companies with high efficiency in generating returns for shareholders.
- Rationale: High ROE indicates strong management performance and effective use of equity capital.
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.