Screening Filters
Market Cap ≥ $2,000,000,000 (Mid/Large Caps)
- Purpose: Focus on more established, liquid metal companies in the U.S. market.
- Rationale:
- Larger metal & mining companies typically have better access to capital, more diversified operations (e.g., multiple mines/commodities), and tighter reporting standards.
- This reduces the extreme risk you often see in tiny, speculative miners while still allowing for growth.
- For a “to buy” list, liquidity and institutional-quality names matter, and a $2B+ threshold helps ensure that.
Industry = Metals & Mining
- Purpose: Limit results strictly to metal-related companies.
- Rationale:
- Your request is specifically for “metal stocks,” so the screener filters to the Metals & Mining industry (producers, miners, processors).
- This removes unrelated sectors (tech, healthcare, etc.) and ensures results are actually metal-focused businesses.
PriceAboveMA200 (Price above 200-day Moving Average)
- Purpose: Select metal stocks in a generally positive or improving long-term trend.
- Rationale:
- The 200-day moving average is a widely watched long-term trend indicator.
- Stocks trading above their 200-day MA are typically considered to be in longer-term uptrends or at least not in prolonged downtrends.
- For “to buy” candidates, this helps avoid names that may be fundamentally fine but are currently in strong, persistent downtrends—often a sign of negative sentiment or undisclosed problems.
Quarterly Revenue YoY Growth ≥ 20%
- Purpose: Capture metal companies showing strong recent growth.
- Rationale:
- “High growth” is translated into a concrete metric: revenue growth.
- A minimum of 20% year-over-year growth in the latest quarter is an aggressive threshold for mature, cyclical industries like Metals & Mining.
- This ensures the companies are currently expanding sales at a fast clip—via higher volumes, better pricing, or new projects coming online.
5-Year Revenue CAGR ≥ 15%
- Purpose: Ensure growth is not just a one-quarter spike but part of a multi-year trend.
- Rationale:
- The 5-year compound annual growth rate (CAGR) of at least 15% confirms that the company has been growing meaningfully over a full commodity cycle, not just benefiting from a short-term price surge.
- Combining this with the quarterly growth filter means you are likely seeing both:
- Structural or operational growth (new mines, expansions, improved efficiency).
- Current momentum in revenue, not just historical success.
Why Results Match Your Request
“High growth” is addressed by:
- Quarterly revenue YoY growth ≥ 20% (strong recent growth).
- 5-year revenue CAGR ≥ 15% (sustained multi-year growth).
“Metal stocks” is addressed by:
- Industry = Metals & Mining, ensuring companies are directly involved in metals/mining.
“To buy in the US market” is addressed by:
- Universe restricted to U.S.-listed stocks (implicit in the screener’s region).
- Market cap ≥ $2B and PriceAboveMA200 tilt the list toward higher-quality, more liquid, and technically healthier names that are more suitable as realistic buy candidates rather than speculative penny miners.
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.