Screening Filters & Rationale
Market Cap >= $2 billion:
- Purpose: Focus on established companies with sufficient scale and stability.
- Rationale: Larger market cap reduces risk compared to smaller, more volatile companies while still allowing for growth potential.
Revenue 5-Year CAGR >= 20%:
- Purpose: Identify companies with strong and consistent revenue growth over the past five years.
- Rationale: High revenue growth indicates a company’s ability to expand its market presence and sustain demand for its products or services.
EPS 5-Year CAGR >= 20%:
- Purpose: Target companies with robust earnings growth over the last five years.
- Rationale: Consistent EPS growth reflects operational efficiency and profitability, key indicators of a successful growth stock.
P/E TTM <= 40:
- Purpose: Ensure valuations are reasonable relative to earnings, even for growth stocks.
- Rationale: A P/E ratio cap prevents overpaying for growth and balances growth potential with valuation discipline.
Annual Revenue YoY Growth >= 25%:
- Purpose: Highlight companies with strong recent revenue acceleration.
- Rationale: High year-over-year revenue growth signals momentum and the ability to capitalize on current market opportunities.
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.