Screening Filters & Rationale
Market Cap ($1B-$20B):
- Purpose: Focuses on mid-cap companies with potential for growth and stability.
- Rationale: These companies often balance growth potential with lower risk compared to smaller-cap stocks.
Themes (Cloud Computing, Semiconductor Equipment & Materials):
- Purpose: Targets industries with strong growth trends and technological innovation.
- Rationale: These sectors are poised for long-term expansion due to increasing demand for digital transformation and advanced technologies.
High Beta:
- Purpose: Identifies stocks with higher volatility for potentially greater returns.
- Rationale: High-beta stocks can outperform in bullish markets, aligning with a growth-focused strategy.
Revenue 5-Year CAGR ≥15%:
- Purpose: Ensures selection of companies with consistent and strong revenue growth.
- Rationale: Sustained revenue growth indicates robust business performance and market demand.
EPS 5-Year CAGR ≥15%:
- Purpose: Focuses on companies with strong earnings growth over time.
- Rationale: Consistent EPS growth reflects profitability and operational efficiency, key for long-term investment success.
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.