Screening Filters & Rationale
Market Cap (min: $10B, max: $200B):
- Purpose: Focus on mid-to-large-cap companies with stable growth potential.
- Rationale: These companies balance growth opportunities with reduced risk compared to smaller-cap stocks.
Dividend Yield TTM (min: 1%):
- Purpose: Ensure investments provide a minimum level of income through dividends.
- Rationale: A consistent dividend yield indicates financial health and shareholder returns.
Revenue 5-Year CAGR (min: 10%):
- Purpose: Target companies with strong historical revenue growth.
- Rationale: Sustained revenue growth reflects a company's ability to expand and capture market share.
P/E TTM (max: 25):
- Purpose: Identify stocks trading at reasonable valuations.
- Rationale: A lower P/E ratio suggests the stock is not overvalued, aligning with value-oriented investment strategies.
Return on Equity (min: 15%):
- Purpose: Focus on companies efficiently generating profits from shareholders' equity.
- Rationale: High ROE indicates strong management performance and profitability.
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.