Screening Filters
- market_cap >= 500000000
- Purpose: Focus on companies with at least a medium-sized market value.
- Rationale: For a long-term question, this helps exclude very small, highly speculative names that may be too unstable or fragile for a buy-and-hold approach. A minimum market cap of $500M gives a better chance of finding businesses with more established operations, liquidity, and staying power.
- PriceAboveMA200
- Purpose: Select stocks trading above their 200-day moving average.
- Rationale: This is a classic long-term trend filter. If the price is above the 200-day moving average, it suggests the stock is in a stronger primary trend rather than a prolonged downtrend. For long-term investors, that increases the odds of buying into strength rather than weakness.
- debt_equity <= 1.5
- Purpose: Screen for companies with manageable leverage.
- Rationale: Long-term investing is not just about growth; it is also about balance sheet quality. Limiting debt/equity helps avoid companies that may be overleveraged and vulnerable if growth slows or financing gets tighter. This makes the screen more suitable for a durable long-term hold.
- revenue_5yr_cagr >= 0
- Purpose: Ensure the company has at least non-negative revenue growth over 5 years.
- Rationale: Long-term stock winners usually need some underlying business expansion. This filter avoids firms whose top line has been shrinking over a multi-year period, which is a weak foundation for long-term appreciation.
- eps_5yr_cagr >= 0
- Purpose: Require non-negative long-term earnings growth.
- Rationale: Earnings growth is a key driver of long-term stock performance. This filter helps identify companies with at least stable or improving profitability over time, which is more consistent with a long-term investment thesis than businesses with persistent earnings decline.
- quarter_revenue_yoy_growth >= 15
- Purpose: Capture companies with strong recent sales momentum.
- Rationale: Even for long-term investing, the latest quarter matters because it shows whether the business is still accelerating. A 15%+ threshold helps find companies with healthy current demand and ongoing growth, not just historical growth.
- quarter_eps_yoy_growth >= 15
- Purpose: Capture companies with strong recent earnings momentum.
- Rationale: Strong quarterly EPS growth suggests improving profitability and operating leverage. For long-term buyers, this matters because stocks tend to perform better when both revenue and earnings are expanding meaningfully.
Why Results Match:
- Together, these filters look for larger, financially healthier companies that are already in a positive price trend and are also showing both long-term and recent fundamental growth.
- This combination is appropriate for answering a long-term stock quality question because it balances:
- Stability: market cap and debt control
- Trend strength: price above 200-day moving average
- Business quality: revenue and EPS growth over 5 years
- Current momentum: strong quarterly growth
In short, these filters are designed to surface stocks that are more likely to be suitable for a long-term hold, rather than speculative names driven only by short-term moves.
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.