Myse

Screening Filters

1. Market Cap ≥ $10 Billion (market_cap: {'min': '10000000000'})

   • Purpose: Focus on larger, more established companies.
   • Rationale: When a user enters a specific ticker like MYSE.O, a common next step is to compare it with similar, sizable peers rather than tiny, illiquid names. A $10B+ market cap constraint narrows the universe to mature businesses that generally have better disclosure, stability, and analyst coverage.

2. Moderate Risk / Beta Filter (beta: ['ModerateRisk'])

   • Purpose: Limit the universe to stocks with moderate volatility relative to the market.
   • Rationale: For a ticker-based query, it’s often useful to position that stock against reasonably “normal” risk peers (not ultra-defensive, not hyper-speculative). The ModerateRisk beta range screens out extremely volatile or ultra-low-volatility stocks, giving a more balanced comparison set.

3. United States Region (region: ['United States'])

   • Purpose: Restrict results to U.S.-based companies.
   • Rationale: The ticker format (.O often indicates a U.S. listing, e.g., NASDAQ) suggests a U.S.-traded security. Filtering to the U.S. region ensures that any comparative or alternative stocks operate under similar regulatory, accounting, and market conditions.

4. Major U.S. Exchanges Only (list_exchange: ['XNYS', 'XNAS', 'XASE'])

   • Purpose: Include only stocks listed on NYSE, NASDAQ, or AMEX.
   • Rationale: These are the primary U.S. exchanges. Limiting to them avoids OTC and very illiquid securities, which are typically less suitable for most investors and less comparable to a standard exchange-listed ticker like MYSE.O.

5. Net Margin ≥ 10% (net_margin: {'min': '10.0000001'})

   • Purpose: Ensure companies have solid profitability.
   • Rationale: A net margin above 10% is a common threshold for “healthy” profitability. For a user looking at a specific stock, this filter builds a peer set of companies that are not just surviving but generating robust bottom-line profit, which often indicates good pricing power, cost control, or a strong business model.

6. Return on Equity (ROE) ≥ 15% (return_on_equity: {'min': '15.0000001'})

   • Purpose: Focus on companies that generate strong returns on shareholder capital.
   • Rationale: ROE above 15% is typically considered attractive and is a classic “quality” metric. Including this ensures that the screened companies are efficiently using equity capital, which is useful when comparing with a specific ticker’s capital efficiency.

7. P/E (TTM) Between 10 and 25 (pe_ttm: {'min': '10', 'max': '25'})

   • Purpose: Target reasonably valued stocks, excluding extremes.
   • Rationale: A P/E below 10 can indicate deep value or distress; above 25 may indicate high growth expectations or overvaluation. Keeping P/E between 10 and 25 focuses on companies that are neither extremely cheap (potentially troubled) nor very expensive (high expectation risk), creating a “core” valuation peer group around MYSE.O.

Why Results Match:

• The query is a specific ticker (MYSE.O), and these filters construct a peer set of U.S., large-cap, moderately risky, high-quality, and reasonably valued companies to compare against that ticker.
• Profitability (net margin), efficiency (ROE), and valuation (P/E) filters ensure the results are established, fundamentally solid businesses, rather than speculative or distressed names, which is typically what users expect when starting from a single listed ticker.