Screening Filters & Rationale
Market Cap ≥ $10B:
- Purpose: Focus on large-cap companies with established market presence.
- Rationale: Large-cap stocks tend to be more stable and less volatile, aligning with long-term growth or income strategies.
Dividend Yield (TTM) ≥ 2%:
- Purpose: Identify stocks that provide consistent income through dividends.
- Rationale: A higher dividend yield ensures regular returns, appealing to income-focused investors.
Revenue 5-Year CAGR ≥ 10%:
- Purpose: Target companies with strong and consistent revenue growth.
- Rationale: Sustained revenue growth indicates a company's ability to expand and adapt in its market.
P/E (TTM) ≤ 20:
- Purpose: Select stocks that are reasonably valued relative to their earnings.
- Rationale: A lower P/E ratio suggests the stock is not overpriced, reducing the risk of overvaluation.
Return on Equity (ROE) ≥ 15%:
- Purpose: Focus on companies with efficient use of shareholder equity.
- Rationale: High ROE reflects strong profitability and effective management practices.
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.