Stock to invest in january 28

Screening Filters

1. Market Cap ≥ $20B (market_cap: {'min': '20000000000'})

   • Purpose: Focus on large, established companies rather than small, more speculative names.
   • Rationale:
     • For someone asking “recommend a stock to invest in” on a specific date, your colleague is implicitly prioritizing stability and lower business-risk over lottery-type picks.
     • Large-cap companies generally have:
       • More diversified revenue streams
       • Better access to capital
       • More analyst coverage and transparency
     • This makes them more suitable for a broad investor profile, especially when no specific risk tolerance was given.

2. Price Above 20-Day Moving Average (moving_average_relationship: ['PriceAboveMA20'])

   • Purpose: Ensure the stock is in a short-term uptrend or at least not in a near-term downtrend.
   • Rationale:
     • The user wants a stock “to invest in on January 28, 2026,” i.e., they care about current timing.
     • Requiring price > 20-day MA is a simple momentum/technical health check:
       • Suggests recent buyer demand and positive sentiment
       • Avoids names that are currently breaking down or under heavy selling pressure
     • It doesn’t guarantee performance, but it nudges the list toward stocks with favorable recent price action at the time of purchase.

3. Net Margin ≥ 10% (net_margin: {'min': '10'})

   • Purpose: Filter for consistently profitable, relatively efficient businesses.
   • Rationale:
     • A 10%+ net margin indicates:
       • The company can convert a meaningful portion of revenue into net income
       • Some combination of pricing power, cost control, and competitive positioning
     • For an investment-oriented question (rather than a high-risk trade), focusing on profitable companies reduces the chance of picking structurally weak or chronically unprofitable businesses.

4. 5-Year Revenue CAGR ≥ 8% (revenue_5yr_cagr: {'min': '8'})

   • Purpose: Emphasize companies with solid, sustained top-line growth.
   • Rationale:
     • Revenue compounding at 8%+ annually over five years:
       • Suggests durable demand and a healthy business trajectory
       • Screens out no-growth or declining companies that may be cheap but structurally challenged
     • This aligns with a long-term investment mindset: rising revenues support earnings growth and, over time, potential price appreciation.

5. P/E (TTM) Between 10 and 30 (pe_ttm: {'min': '10', 'max': '30'})

   • Purpose: Avoid both extremely cheap (often distressed) and extremely expensive (highly speculative) valuations.
   • Rationale:
     • P/E < 10 can sometimes signal:
       • Cyclical downturns
       • Structural problems or market skepticism about future earnings
     • P/E > 30 can indicate:
       • Very high growth expectations already priced in
       • Greater downside risk if expectations aren’t met
     • The 10–30 band aims for “reasonable” valuations: not deep value, not extreme growth mania – a pragmatic middle ground for a general investment recommendation.

Why Results Match the User’s Request

• The user wants a stock to invest in (not a short-term gamble), on a specific date.
• As a whole, these filters:
  • Emphasize quality and scale (large cap, solid margins)
  • Require proven growth (5-year revenue CAGR ≥ 8%)
  • Check current price strength (price above 20-day MA) so you’re not buying into obvious weakness at that time
  • Keep valuation within a reasonable band (P/E 10–30) to avoid extreme risk on either end

In combination, this builds a list of large, profitable, growing companies, trading at moderate valuations, with positive recent price momentum—i.e., stocks that are reasonable candidates to research further as investments around January 28, 2026.