Nyse

Screening Filters

1. list_exchange: ['XNYS']

   • Purpose: Limit results strictly to companies listed on the New York Stock Exchange.
   • Rationale:
     • The user specifically mentioned the NYSE, so this filter ensures every company in the screen trades on that exchange.
     • It excludes NASDAQ, AMEX, and foreign exchanges, keeping the focus exactly on NYSE-listed names.

2. market_cap: {'min': '30000000001'} & market_cap_category: ['large', 'mega']

   • Purpose: Focus on large and mega-cap companies (>$30B market cap).
   • Rationale:
     • The NYSE hosts thousands of securities—from tiny firms to global blue chips. Large/mega caps are generally the most established, liquid, and widely followed.
     • These companies often represent the “core” of the NYSE that people think of when they ask for NYSE-related analysis (e.g., major multinationals, sector leaders).
     • This improves relevance and quality by filtering out micro/small caps, which can be more volatile, less transparent, and less representative of the broad NYSE.

3. return_on_equity: {'min': '12'}

   • Purpose: Select companies with solid profitability and efficient use of shareholders’ capital.
   • Rationale:
     • Return on Equity (ROE) ≥ 12% is a common threshold for “quality” companies.
     • On such a large exchange, many firms are mediocre or unprofitable; this filter tilts the NYSE universe toward businesses that have historically generated attractive returns for shareholders.
     • It aligns with an analytical focus on financially sound, well-managed NYSE companies, rather than just any stock on the exchange.

4. revenue_5yr_cagr: {'min': '8'}

   • Purpose: Ensure companies have demonstrated meaningful revenue growth over the last five years.
   • Rationale:
     • An 8%+ compound annual growth rate in revenue is a moderate-to-strong growth threshold for established large caps.
     • This distinguishes companies that are growing their business from stagnant or shrinking firms, making the resulting NYSE list more interesting from a long-term investment and analysis perspective.
     • For “information or analysis” on NYSE stocks, highlighting those with both size and growth gives more actionable and forward-looking insights.

5. pe_ttm: {'min': '10', 'max': '25'}

   • Purpose: Filter for reasonably valued companies based on trailing price-to-earnings ratio.
   • Rationale:
     • A P/E below 10 can sometimes indicate distress or unusually cyclical earnings; a P/E above 25 can signal very high expectations or overvaluation (especially for mature large caps).
     • The 10–25 band is a common “reasonable valuation” range for established, profitable businesses.
     • This narrows the NYSE universe to stocks where valuation is neither extremely cheap for worrying reasons nor extremely expensive, making them more suitable for balanced, fundamentals-based analysis.

Why Results Match the User’s NYSE-Focused Request

• Every stock passes the NYSE listing filter, so you are truly seeing NYSE companies only.
• Within that broad universe, the other filters (large/mega cap, solid ROE, healthy multi-year revenue growth, and reasonable P/E) hone in on established, profitable, growing, and sensibly valued NYSE-listed businesses.
• This provides a curated, higher-quality subset of the NYSE that’s more useful for meaningful analysis than the raw, unfiltered list of all NYSE securities, which would include many illiquid, unprofitable, or low-quality names.