Screening Filters & Rationale
Dividend Yield (TTM) ≥ 3%:
- Purpose: To identify companies providing high dividend payouts.
- Rationale: A minimum yield of 3% ensures consistent income generation, aligning with a high-dividend investment strategy.
Revenue 5-Year CAGR ≥ 10%:
- Purpose: To focus on companies with strong revenue growth over the past five years.
- Rationale: Sustained revenue growth indicates a company's ability to expand and capture market share, supporting growth objectives.
EPS 5-Year CAGR ≥ 10%:
- Purpose: To target companies with consistent earnings growth.
- Rationale: A growing EPS reflects profitability improvements, essential for undervalued growth investments.
P/E Ratio (TTM) ≤ 20:
- Purpose: To ensure the stock is reasonably priced relative to its earnings.
- Rationale: A P/E ratio cap of 20 helps identify undervalued companies with growth potential.
P/B Ratio ≤ 2:
- Purpose: To find companies trading at a reasonable valuation relative to their book value.
- Rationale: A low P/B ratio suggests the stock is undervalued, aligning with the user's focus on undervalued opportunities.
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.