Screening Filters
region: ['United States']
- Purpose: Limit results to companies based in or primarily operating in the U.S.
- Rationale: You specifically asked for growth stocks in the US market, so this ensures we’re not pulling international names, even if they’re listed on U.S. exchanges.
list_exchange: ['XNYS', 'XNAS', 'XASE'] (NYSE, Nasdaq, AMEX)
- Purpose: Focus on major U.S. stock exchanges.
- Rationale: The primary venues for U.S. growth stocks are NYSE and Nasdaq (and to a lesser extent AMEX). This:
- Ensures liquidity (easier to trade in and out).
- Excludes OTC/pink sheet stocks, which are often riskier, less transparent, and not typical “core” growth holdings for most investors.
market_cap: {'min': '5000000000'} (Minimum $5 billion)
- Purpose: Screen out very small and micro-cap stocks, leaving mid- and large-sized companies.
- Rationale:
- Many investors seeking growth stocks to invest in want a balance of strong growth and some degree of business maturity and stability.
- A $5B+ market cap removes many speculative small caps and focuses on companies that:
- Have proven business models.
- Are more likely to have analyst coverage and institutional ownership.
- Typically have better reporting standards and stronger balance sheets.
market_cap_category: ['large', 'mid']
- Purpose: Further emphasize mid-cap and large-cap growth names.
- Rationale:
- Mid caps: Often a sweet spot for growth investors—companies that have moved past the most fragile early stage but still have plenty of runway.
- Large caps: Can still be strong growers (think leading tech or consumer names) but with more established operations.
- Together with the $5B minimum, this aligns with a “quality growth” profile rather than high-risk micro-cap speculation.
revenue_5yr_cagr: {'min': '15'}` (5-year revenue CAGR ≥ 15%)
- Purpose: Identify companies with a strong, sustained top-line growth trajectory.
- Rationale:
- “Growth stock” fundamentally means growing the business, and revenue is the clearest measure of that.
- A 15%+ compound annual growth rate over 5 years is a robust threshold that:
- Filters out slow or stagnant businesses.
- Captures companies consistently expanding their sales, not just a one-year spike.
eps_5yr_cagr: {'min': '15'}` (5-year EPS CAGR ≥ 15%)
- Purpose: Ensure that earnings per share are also growing meaningfully over time.
- Rationale:
- Strong revenue growth alone is not enough; a high-quality growth company should also be improving profitability per share.
- A 15%+ EPS CAGR over 5 years indicates:
- Growing earnings, not just sales.
- Some combination of margin expansion, operating efficiency, or smart capital allocation.
- This helps focus on scalable growth businesses rather than companies that grow revenue but chronically lose money.
quarter_revenue_yoy_growth: {'min': '20'}` (Most recent quarter revenue YoY ≥ 20%)
- Purpose: Confirm that recent growth is still strong, not just historical.
- Rationale:
- A company might have grown quickly in the past but is now slowing.
- Requiring ≥ 20% year-over-year revenue growth in the latest quarter ensures:
- The company’s growth story is current and ongoing.
- You’re not just picking former growth stocks that have matured into slower growers.
Why Results Match Your Request
- The U.S.-only region and major U.S. exchanges directly match your requirement for growth stocks in the US market.
- The market cap filters (≥ $5B, mid & large cap) steer you toward more established, investable growth names, which are more suitable for most investors than tiny speculative stocks.
- The 5-year revenue and EPS CAGR filters (≥ 15%) ensure you’re looking at companies with proven multi-year growth, both in sales and earnings—core characteristics of true growth stocks.
- The recent quarterly revenue growth filter (≥ 20% YoY) ensures that these aren’t just “used to be growth” stories; they are currently growing rapidly.
Together, these filters are designed to surface U.S.-listed, mid- and large-cap companies with strong, consistent, and still-ongoing growth, which aligns closely with what investors typically mean by “growth stocks in the US market.”
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.