Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap stocks for stability and lower risk.
- Rationale: Large-cap companies are typically more established and resilient during market fluctuations.
Dividend Yield (TTM) ≥ 2%:
- Purpose: Ensure consistent income through dividends.
- Rationale: A minimum yield of 2% indicates a reliable income stream, aligning with income-focused strategies.
Net Margin ≥ 15%:
- Purpose: Target companies with strong profitability.
- Rationale: High net margins reflect efficient operations and the ability to generate significant profit from revenue.
P/E Ratio (TTM) ≤ 20:
- Purpose: Identify reasonably valued stocks.
- Rationale: A P/E ratio under 20 suggests the stock is not overvalued, offering potential for growth at a fair price.
Return on Equity (ROE) ≥ 20%:
- Purpose: Focus on companies with strong financial performance.
- Rationale: High ROE indicates effective management and the ability to generate returns for shareholders.
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.