Screening Filters & Rationale
Market Cap (500M - 5B):
- Purpose: Focus on small to mid-cap companies with room for significant growth.
- Rationale: These companies are often in their growth phase, offering higher potential returns compared to larger, more established firms.
Quarterly Revenue YoY Growth (≥ 20%):
- Purpose: Identify companies with strong recent revenue growth.
- Rationale: High revenue growth indicates increasing demand for the company's products or services, a key indicator of potential success.
Beta (High Risk):
- Purpose: Target stocks with higher volatility for potentially higher returns.
- Rationale: High-beta stocks are more sensitive to market movements, which can amplify gains in a bullish market.
Revenue 5-Year CAGR (≥ 15%):
- Purpose: Ensure consistent long-term revenue growth.
- Rationale: Sustained revenue growth over five years reflects a company's ability to scale and maintain competitive advantages.
EPS 5-Year CAGR (≥ 15%):
- Purpose: Focus on companies with improving profitability over time.
- Rationale: Consistent earnings growth demonstrates effective cost management and operational efficiency, critical for long-term 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.