Screening Filters & Rationale
Market Cap >= $2 billion and <= $50 billion:
- Purpose: Focus on mid-cap companies with significant growth potential while avoiding excessive risk associated with smaller caps.
- Rationale: Mid-cap stocks often balance growth opportunities with relative stability compared to small-cap or large-cap stocks.
Beta (Low to Moderate Risk):
- Purpose: Select stocks with lower volatility to align with a risk-averse or moderate-risk investment strategy.
- Rationale: Low to moderate beta ensures the stock's price movements are less extreme, providing more predictable performance.
P/E TTM <= 25:
- Purpose: Identify reasonably valued stocks based on their earnings.
- Rationale: A P/E ratio under 25 suggests the stock is not overvalued, offering a balance between growth and value.
Weekly Price Change >= 2%:
- Purpose: Target stocks with recent positive momentum.
- Rationale: A weekly price increase of at least 2% indicates strong short-term performance and potential investor confidence.
Annual Revenue YoY Growth >= 20%:
- Purpose: Focus on companies with strong and consistent revenue growth.
- Rationale: High revenue growth reflects robust business performance and potential for future expansion.
Free Cash Flow 5-Year CAGR >= 10%:
- Purpose: Ensure the company generates increasing free cash flow over time.
- Rationale: Consistent growth in free cash flow indicates financial health and the ability to reinvest or return value to shareholders.
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.