Screening Filters & Rationale
Market Cap (Min: $25B, Max: $40B):
- Purpose: Focuses on mid-to-large-cap international companies with stable growth potential.
- Rationale: This range balances growth opportunities with reduced volatility compared to smaller-cap companies.
Revenue 5-Year CAGR (Min: 15%):
- Purpose: Targets companies with strong and consistent revenue growth over the past five years.
- Rationale: High revenue growth indicates robust business performance and market demand.
Weekly Average Turnover (Min: $1M):
- Purpose: Ensures sufficient liquidity for ease of trading and reduced transaction costs.
- Rationale: High turnover reflects active investor interest and market accessibility.
Optionability (True):
- Purpose: Selects companies with listed options for additional investment strategies.
- Rationale: Optionable stocks provide flexibility for hedging or leveraging positions.
Index Component (GSPC, DJI, NDX, RUT):
- Purpose: Focuses on companies included in major indices, ensuring quality and market relevance.
- Rationale: Index inclusion often signifies strong fundamentals and investor confidence.
Free Cash Flow TTM (Min: $0):
- Purpose: Filters for companies generating positive free cash flow, indicating financial health.
- Rationale: Positive cash flow supports sustainable operations and potential for reinvestment or dividends.
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.