Note on your EMA request
Our stock screener does not support the exact 50, 100, and 150 EMA conditions you asked for. Instead, it uses general moving-average relationships (like price vs. 20-day and 200-day moving averages), and typically with simple MAs rather than EMAs.
To still honor your intent—finding stocks in a clear uptrend and then filtering by fundamentals—we’ve applied alternative trend filters plus a set of balance-sheet and growth filters. Below is how each one maps to your goal.
Screening Filters
Market Cap Category: ['large', 'mid', 'small']
- Purpose: Include a broad universe of reasonably established companies, while excluding the riskiest micro-cap/speculative names.
- Rationale:
- You didn’t limit by size, so we kept large, mid, and small caps.
- This still aligns with your goal of picking something to buy tomorrow, because these categories typically have enough liquidity and available information to analyze fundamentals meaningfully.
Price: min = 5
- Purpose: Exclude penny/very low-priced stocks.
- Rationale:
- Stocks under ~$5 often have poor liquidity, higher manipulation risk, and weaker fundamentals.
- Since you want to combine trend and fundamentals to make a solid buy decision, this filter removes a lot of “noise” and low-quality names.
Moving Average Relationship: ['PriceAboveMA20', 'PriceAboveMA200']
- Purpose: Identify stocks in an uptrend using moving averages as a trend filter.
- Rationale vs. Your Request (50/100/150 EMA):
- The screener cannot set conditions specifically on the 50, 100, or 150 EMAs, so we can’t exactly mirror your requested setup.
- Instead, we use:
- PriceAboveMA20: Captures short-term strength (similar function to a 50 EMA in spirit—recent momentum/uptrend).
- PriceAboveMA200: Captures long-term uptrend (price above a long MA is a classic bull trend signal, akin to wanting price above longer EMAs like 100/150).
- While not identical to 50/100/150 EMAs, this combo still:
- Confirms short-term strength (20-day MA).
- Confirms long-term trend (200-day MA).
- This approximates your goal: focus on stocks already trending up rather than bottom-fishing.
List Exchange: ['XNYS', 'XNAS', 'XASE'] (NYSE, NASDAQ, AMEX)
- Purpose: Restrict results to major US exchanges, matching your “US stocks” request.
- Rationale:
- Ensures all results are US-listed and generally more liquid and regulated.
- Avoids OTC/pink-sheet stocks where fundamentals can be less reliable.
Gross Margin: min = 20
- Purpose: Filter for companies with decent product/service economics.
- Rationale:
- Gross margin ≥ 20% usually indicates the company has some pricing power or cost advantage.
- This is part of assessing business quality, which is central when you say you want to “check each fundamentals like balance sheet and growth.”
Net Margin: min = 5
- Purpose: Ensure the company is at least moderately profitable at the bottom line.
- Rationale:
- A company that’s able to convert revenue into net income (≥ 5% net margin) is financially healthier and more sustainable.
- This supports your desire to pick fundamentally solid uptrend stocks, not just technically strong but unprofitable names.
Return on Equity (ROE): min = 10
- Purpose: Select companies that generate good returns on shareholders’ equity.
- Rationale:
- ROE ≥ 10% is a common threshold for quality and efficient capital use.
- This is effectively a “quality filter” on management and business model—important when choosing which trending stock is worth buying.
Debt-to-Equity (D/E): max = 150
- Purpose: Control balance-sheet risk from excessive leverage.
- Rationale:
- A cap on D/E ensures debt levels are not extreme.
- This directly addresses your interest in balance sheet strength—companies may be growing, but if they’re overleveraged, risk rises sharply.
Annual Revenue YoY Growth: min = 5
- Purpose: Require that the company is actually growing its top line.
- Rationale:
- Revenue growth ≥ 5% indicates underlying business expansion.
- This satisfies your request to “check growth,” ensuring you don’t end up with a stagnant or shrinking business even if the chart looks good.
Annual EPS YoY Growth: min = 5
- Purpose: Ensure earnings per share are also growing.
- Rationale:
- EPS growth ≥ 5% combines the effect of revenue growth, margins, and capital structure.
- This captures earnings growth, which is crucial if you’re looking for stocks whose fundamentals can support a continuing uptrend, not just a temporary price move.
Why the Results Still Match Your Intent
In summary, even though we couldn’t apply the exact 50/100/150 EMA conditions, these filters collectively find US-listed stocks in confirmed uptrends with solid profitability, reasonable balance sheets, and real growth, which matches the spirit of your request: technically strong stocks backed by sound fundamentals.
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.