Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap stocks with established market presence.
- Rationale: Large-cap companies tend to be more stable and less volatile, aligning with long-term investment strategies.
Dividend Yield (TTM) ≥ 1%:
- Purpose: Identify stocks that provide consistent income through dividends.
- Rationale: A minimum yield ensures the stock contributes to income generation while maintaining growth potential.
Revenue 5-Year CAGR ≥ 10%:
- Purpose: Target companies with strong and consistent revenue growth.
- Rationale: Sustained revenue growth indicates a company's ability to expand and capture market share.
P/E Ratio (TTM) between 10 and 25:
- Purpose: Select stocks with reasonable valuations relative to earnings.
- Rationale: This range balances affordability with growth potential, avoiding overvalued or underperforming stocks.
ROE ≥ 15%:
- Purpose: Focus on companies with efficient use of equity to generate profits.
- Rationale: A high ROE reflects strong management performance and profitability.
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.