Show the screnner

Screening Filters

1. Market Cap ≥ $50,000,000,000 (Large Caps)

   • Purpose: Limit results to very large, established companies.
   • Rationale:
     • A “show the screener” request is very broad, so your colleague likely chose a high-quality, core-universe starting point.
     • Large caps (≥ $50B) tend to be more liquid, better covered by analysts, and generally more stable than small/mid caps.
     • This makes the list more usable as a foundational watchlist rather than a speculative set of names.

2. Beta: LowRisk / ModerateRisk

   • Purpose: Focus on stocks with lower or moderate volatility relative to the overall market.
   • Rationale:
     • For a generic screener, it’s safer to avoid extremely high-beta (highly volatile) names.
     • Low to moderate beta helps surface stocks that move more predictably and are less prone to extreme swings, which suits a broad audience that didn’t explicitly ask for high-risk/high-reward ideas.

3. Index Component: GSPC (S&P 500)

   • Purpose: Restrict results to stocks that are part of the S&P 500 index.
   • Rationale:
     • The S&P 500 is a widely used benchmark of major U.S. companies with strict inclusion criteria (size, liquidity, profitability).
     • Using this as a universe ensures the screener shows well-known, credible, and relatively vetted companies, aligning with a general “show me a solid screener” request.

4. Net Margin ≥ 12.0001%

   • Purpose: Ensure companies have relatively strong profitability.
   • Rationale:
     • Net margin measures how much of each dollar of revenue becomes net income.
     • A threshold above 12% excludes low-margin or barely-profitable businesses, focusing the list on companies with meaningful pricing power, cost control, or operational efficiency.
     • This makes the screener tilt toward quality rather than just size.

5. P/E (TTM) between 12 and 25

   • Purpose: Target companies with reasonable valuations—not too cheap (potentially distressed) and not extremely expensive.
   • Rationale:
     • A P/E below 12 can sometimes signal structural issues, cyclicality, or market skepticism (though not always).
     • A P/E above 25 can indicate very high growth expectations or overvaluation risk.
     • The 12–25 band aims to capture stocks that are neither bargain-basement nor hype-driven, appropriate for a baseline screener.

Why Results Match Your Request

• The request “show the screener” is open-ended, so your colleague built a general-purpose, quality-focused screen: large, profitable, benchmark-constituent companies at reasonable valuations.
• Each filter narrows the universe toward well-known, financially solid, and relatively stable names, giving you a clean, investable starting list rather than an overwhelming or highly speculative set of stocks.