High confidence U.S. stocks

Screening Filters

1. market_cap_category = large

   • Purpose: Focus on larger, more established companies.
   • Rationale: Large-cap stocks tend to have stronger business models, deeper liquidity, and lower volatility than smaller companies, which fits the idea of “high-confidence” U.S. stocks.

2. moving_average_relationship = PriceAboveMA200

   • Purpose: Identify stocks trading in a long-term uptrend.
   • Rationale: A stock above its 200-day moving average is often considered technically strong and supported by positive longer-term momentum, which improves confidence in the trend.

3. list_exchange = XNYS, XNAS

   • Purpose: Restrict the universe to U.S.-listed stocks on the NYSE and Nasdaq.
   • Rationale: This directly matches the user’s request for U.S. stocks and keeps the screen focused on major, liquid U.S. exchanges.

4. is_index_component = GSPC, NDX

   • Purpose: Limit results to companies included in the S&P 500 or Nasdaq-100.
   • Rationale: Index constituents are generally larger, more widely followed, and more financially vetted, which supports a higher-confidence stock selection.

5. news_driver = Positive

   • Purpose: Capture stocks with favorable recent news catalysts.
   • Rationale: Positive news can improve sentiment and near-term outlook, helping surface stocks with supportive market attention.

6. quarter_revenue_yoy_growth >= 0

   • Purpose: Require non-negative year-over-year quarterly revenue growth.
   • Rationale: This filters out companies with declining sales and favors businesses that are at least maintaining or expanding top-line performance.

7. quarter_eps_yoy_growth >= 0

   • Purpose: Require non-negative year-over-year quarterly earnings growth.
   • Rationale: Positive or stable earnings growth is a sign of underlying profitability strength, which is important for confidence in the stock’s fundamentals.

8. pe_ttm between 0 and 35

   • Purpose: Keep valuations within a reasonable range.
   • Rationale: This avoids highly speculative or extremely expensive stocks while still allowing growth companies with a justified premium. It helps balance quality with valuation discipline.

9. analyst_consensus = Strong Buy

   • Purpose: Select stocks with the most favorable analyst sentiment.
   • Rationale: A Strong Buy consensus suggests that professional analysts see attractive upside and solid fundamentals, which aligns well with “high-confidence” selection.

Why Results Match:

• The screen emphasizes established U.S. companies by focusing on large-cap stocks listed on major U.S. exchanges and included in major indexes.
• It combines technical strength (price above the 200-day moving average) with fundamental strength (revenue and EPS growth, reasonable valuation).
• It adds positive catalyst and sentiment filters through favorable news and Strong Buy analyst consensus.
• Overall, these filters are designed to find stocks that are not just U.S.-based, but also higher-quality, financially sound, and currently supported by both market momentum and analyst conviction.