Screening Filters & Rationale
Market Capitalization (min: $10 billion):
- Purpose: Focus on large-cap companies with established market presence.
- Rationale: Large-cap stocks tend to be more stable and less volatile, aligning with a lower-risk investment strategy.
Dividend Yield (TTM, min: 1%):
- Purpose: Identify investments that provide consistent income.
- Rationale: A minimum dividend yield ensures the selection of companies or ETFs offering returns through dividends, appealing to income-focused investors.
Beta (LowRisk, ModerateRisk):
- Purpose: Limit exposure to high volatility.
- Rationale: Low to moderate beta ensures the selection of investments with less sensitivity to market fluctuations, suitable for risk-averse strategies.
P/E Ratio (TTM, min: 12, max: 20):
- Purpose: Target fairly valued companies.
- Rationale: This range avoids overvalued stocks while ensuring the companies are not undervalued due to poor performance.
Annual Revenue YoY Growth (min: 15%):
- Purpose: Focus on companies with strong growth potential.
- Rationale: A minimum growth rate ensures the selection of businesses with robust and consistent revenue expansion, aligning with growth-oriented goals.
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.