Screening Filters & Rationale
Dividend Yield (TTM) ≥ 2%:
- Purpose: To identify stocks that provide consistent income through dividends.
- Rationale: A minimum yield ensures the investment generates passive income, aligning with income-focused strategies.
Price ≤ $50:
- Purpose: To find affordable stocks within the user's budget.
- Rationale: Ensures the stock price is accessible for a $50 investment.
Market Cap (Mid, Large):
- Purpose: To focus on established companies with stable performance.
- Rationale: Mid and large-cap stocks typically have lower risk compared to small-cap stocks.
Relative Volume ≥ 1.5:
- Purpose: To identify stocks with higher-than-average trading activity.
- Rationale: Increased volume may indicate strong investor interest or potential price movement.
P/E Ratio (TTM) ≤ 20:
- Purpose: To target undervalued or fairly valued stocks.
- Rationale: A low P/E ratio suggests the stock is reasonably priced relative to its earnings.
Return on Equity (ROE) ≥ 15%:
- Purpose: To select companies with strong profitability.
- Rationale: High ROE indicates efficient use of equity to generate returns.
Annual Revenue YoY Growth ≥ 10%:
- Purpose: To focus on companies with strong growth potential.
- Rationale: Consistent revenue growth reflects a company's ability to expand and capture market share.
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.