Relax the Market cap to >$10 billion

Screening Filters & Rationale

1. Market Cap > $10 billion:

   • Purpose: To focus on large-cap companies with established market presence and stability.
   • Rationale: Large-cap stocks typically offer lower volatility and are more likely to align with long-term growth or income strategies.

2. Net Margin ≥ 15%:

   • Purpose: To identify highly profitable companies with efficient cost management.
   • Rationale: A high net margin indicates strong profitability, which can support sustainable growth and shareholder returns.

3. EPS 5-Year CAGR ≥ 25%:

   • Purpose: To target companies with strong historical earnings growth.
   • Rationale: Consistent earnings growth suggests robust business performance and potential for future appreciation.

4. S&P 500 Index Component:

   • Purpose: To limit the selection to well-established, blue-chip companies.
   • Rationale: S&P 500 components are typically industry leaders with proven track records, offering reliability and reduced risk.