Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap companies for stability and lower risk.
- Rationale: Large-cap stocks are typically more established and resilient, making them suitable for long-term investments.
Revenue 5-Year CAGR ≥ 8%:
- Purpose: Identify companies with consistent revenue growth over time.
- Rationale: Sustained revenue growth indicates strong business performance and market demand.
EPS 5-Year CAGR ≥ 8%:
- Purpose: Target companies with growing profitability.
- Rationale: Increasing earnings per share reflects efficient operations and shareholder value creation.
Debt-to-Equity ≤ 1.5:
- Purpose: Ensure financial stability by limiting excessive leverage.
- Rationale: A manageable debt level reduces financial risk and supports long-term sustainability.
Return on Equity ≥ 12%:
- Purpose: Focus on companies with strong profitability relative to shareholder equity.
- Rationale: High ROE indicates efficient use of equity capital to generate returns.
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.