Oil stocks

Screening Filters

1. Market Cap ≥ $1,000,000,000 (≥ $1B)

   • Purpose: Focus on larger, more established oil-related companies.
   • Rationale:
     • Bigger firms in the energy space (integrated oil majors, large E&Ps, midstream players, etc.) tend to have:
       • Better access to capital
       • More diversified operations (upstream, midstream, downstream)
       • More analyst coverage and available research
     • For “worth analyzing or investing in,” $1B+ market cap helps avoid very small, illiquid, and extremely volatile micro-caps that are harder to analyze and carry higher idiosyncratic risk.

2. Sector = “Energy – Fossil Fuels”

   • Purpose: Directly target oil-related businesses.
   • Rationale:
     • This sector tag typically includes:
       • Oil & gas exploration and production (E&P)
       • Integrated oil & gas companies
       • Refiners and marketers
       • Midstream (pipelines, storage, transportation) tied to oil and gas
     • Using this filter aligns precisely with “oil-related stocks,” rather than pulling in renewables, utilities, or unrelated sectors.

3. Net Margin > 0 (Positive Net Profit Margin)

   • Purpose: Select companies currently generating profits instead of losses.
   • Rationale:
     • Positive net margin means the company, at least over the last reported period, is earning more than it spends.
     • In a cyclical, commodity-based industry like oil & gas, screening for profitability helps:
       • Filter out distressed or structurally weak operators
       • Focus your analysis on companies that have managed costs well and are benefiting from current pricing
     • This increases the likelihood that the names you analyze are financially healthier and potentially more investable.

Why Results Match Your Question

• The sector filter makes sure all results are genuinely oil-related (or closely tied to oil and gas).
• The market cap filter steers you toward more established, investable names that are commonly followed by institutional investors and analysts.
• The positive net margin filter biases the list toward financially sound, currently profitable oil companies, which are usually more “worth analyzing” for most investors than chronically unprofitable or distressed firms.