Is this a good stock for long term ?

Screening Filters

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.