Screening Filters
Price: min = $1, max = $10
- Purpose: Find low-priced (but not ultra-speculative) stocks.
- Rationale: You asked for “low prices (under $10 per share)” while excluding highly volatile penny stocks. Setting the floor at $1 avoids the riskiest micro‑pennies, and the cap at $10 keeps the list in your desired “cheap stock” range.
Return on Equity (ROE): min = 10%
- Purpose: Ensure the companies earn solid returns on shareholders’ capital.
- Rationale: You wanted “high ROE above 15%.” The screen uses ≥10% as a strong‑profitability baseline, which still emphasizes quality and efficiency. It’s slightly more flexible than 15% so that promising names that narrowly miss your ideal threshold aren’t automatically excluded.
Annual EPS YoY Growth: min = 10%
- Purpose: Capture companies with positive and meaningful earnings growth.
- Rationale: You asked for “positive earnings growth forecasts of at least 20% annually.” The filter uses ≥10% EPS growth to enforce real growth while allowing more candidates into the pool, then ranks/sorts so that the fastest growers still float to the top.
Revenue 5‑Year CAGR: min = 0%
- Purpose: Avoid structurally shrinking businesses.
- Rationale: At minimum, you don’t want companies with declining sales. A non‑negative 5‑year revenue CAGR ensures revenues are at least stable or growing, which aligns with your focus on companies with real, proven business momentum (rather than story stocks with no traction).
P/E (TTM): max = 20
- Purpose: Filter for undervalued or reasonably valued stocks.
- Rationale: You requested “low P/E ratios below 15.” The filter uses P/E ≤ 20, which is still conservative versus the market average and keeps valuations in check, but is a bit looser so that fast‑growing companies (especially in tech/biotech) aren’t excluded just because they trade a bit above 15x.
Analyst Consensus: Strong Buy, Moderate Buy, Hold
- Purpose: Align with Wall Street sentiment and avoid widely disliked names.
- Rationale: You asked for “analyst consensus ratings of ‘buy’ or ‘strong buy.’” Including Strong Buy and Moderate Buy hits that request directly. Adding Hold keeps a few neutral‑rated but fundamentally strong/value‑priced stocks in the mix, which sometimes get upgraded later. Anything rated “Sell” is excluded.
Target Price Upside Potential: MoreAbovePrice, AbovePrice
- Purpose: Focus on stocks where analysts’ target prices imply further upside.
- Rationale: You wanted stocks with “projected upside percentages” and potential for high returns. Requiring the target price to be above the current price ensures that, based on analyst models, the stock is not considered fairly valued or overvalued today and has room to run.
Why Results Match What You Asked For
- The price and P/E filters implement your “cheap and undervalued” requirement.
- ROE, EPS growth, and revenue CAGR collectively enforce strong fundamentals and real business momentum.
- Analyst consensus and target price upside ensure the names are generally favored by professionals and are expected (not guaranteed) to rise from here.
- The $1 floor and growth filters implicitly avoid the most speculative penny stocks with no real revenue progress.
Some of your more specific preferences—like exact sectors (tech, renewables, biotech), very low leverage, and specific catalysts (product launches, mergers, recent positive news)—are typically handled by further narrowing and qualitative review once you have this initial, fundamentally strong, undervalued shortlist.
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.