Show US

Screening Filters

1. Region: United States (region = ['United States'])

   • Purpose: Limit the search universe strictly to U.S.-listed companies.
   • Rationale: Your request was “Show US stocks.” This filter directly implements that by excluding all non‑U.S. markets (Canada, Europe, Asia, etc.), so every result is a U.S. company.

2. Index Membership (is_index_component = ['GSPC', 'NDX'])

   • Purpose: Focus on stocks that are part of major U.S. indices:
     • GSPC = S&P 500
     • NDX = NASDAQ‑100
   • Rationale: These indices contain many of the largest, most liquid, and most widely followed U.S. companies. For someone asking broadly to “show US stocks,” pulling from these flagship indices is a sensible way to surface well‑known, higher‑quality names rather than obscure microcaps.

3. Market Capitalization (market_cap.min = 10,000,000,000)

   • Purpose: Include only large‑cap companies (market cap ≥ $10 billion).
   • Rationale: Large‑caps tend to be more stable, more liquid, and better covered by analysts. When the request is broad and unspecific, filtering to larger companies reduces risk and noise compared with including tiny, highly speculative U.S. stocks.

4. Beta: Moderate Risk (beta = ['ModerateRisk'])

   • Purpose: Select stocks whose price volatility is around the market average (neither very low nor extremely high).
   • Rationale: This avoids ultra‑defensive names that barely move and avoids highly speculative, hyper‑volatile stocks. For a general “show US stocks” query, this keeps you in a middle ground where stocks are responsive but not wild.

5. Return on Equity (return_on_equity.min = 10)

   • Purpose: Require at least 10% ROE, a basic measure of profitability and capital efficiency.
   • Rationale: This ensures the U.S. stocks shown are not just large and well known, but also reasonably profitable. It filters out many structurally weak or loss‑making companies.

6. Price-to-Earnings Ratio, Trailing 12M (pe_ttm.min = 5, pe_ttm.max = 30)

   • Purpose: Keep valuations in a reasonable range:
     • Excludes extremely low P/E (<5), often associated with distressed or one‑off situations.
     • Excludes very high P/E (>30), which can indicate expensive or speculative pricing.
   • Rationale: For a broad U.S. stock list, this helps you see companies trading at more “normal” valuations, rather than extremes.

Why Results Match Your Request

• You asked to “Show US stocks”, and the region filter guarantees all results are from U.S. markets.
• The additional filters (index membership, large‑cap, moderate beta, decent ROE, reasonable P/E) refine that broad universe to established, liquid, relatively stable, and fundamentally solid U.S. companies, which is a practical and investor‑friendly way to answer such a general request.