Screening Filters & Rationale
Market Capitalization (min: $2B, max: $100B):
- Purpose: To focus on mid to large-cap companies with stable growth potential.
- Rationale: These companies are typically less volatile and have proven business models, aligning with a balanced investment strategy.
Themes: Advertising Technologies:
- Purpose: To target companies operating in the advertising technology sector.
- Rationale: This sector is experiencing significant growth due to increasing digital ad spending, offering strong potential for returns.
Revenue 5-Year CAGR (min: 10%):
- Purpose: To identify companies with consistent and strong revenue growth over the past five years.
- Rationale: Sustained revenue growth indicates a company’s ability to scale and adapt to market demands.
Weekly Average Turnover (min: $1M):
- Purpose: To ensure liquidity and ease of trading for selected stocks.
- Rationale: Higher turnover reflects active trading, reducing the risk of illiquidity.
P/E TTM (max: 50):
- Purpose: To focus on companies with reasonable valuations relative to their earnings.
- Rationale: A P/E ratio under 50 suggests the stock is not excessively overvalued, balancing growth and value.
Tickers:
- Purpose: To narrow down the selection to stocks that meet all the above criteria.
- Rationale: This ensures the final list aligns with the user’s investment goals and the specified filters.
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.