Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large, established companies classified as blue chips.
- Rationale: These companies typically have stable earnings and are less volatile, aligning with the user's preference for blue-chip stocks.
Dividend Yield (TTM) ≥ 2%:
- Purpose: Identify stocks that provide consistent income through dividends.
- Rationale: A higher dividend yield ensures the stock offers attractive returns for income-focused investors.
P/E Ratio (TTM) ≤ 20:
- Purpose: Highlight undervalued stocks based on earnings.
- Rationale: A lower P/E ratio suggests the stock may be trading below its intrinsic value, aligning with the user's interest in undervalued opportunities.
P/B Ratio ≤ 3:
- Purpose: Screen for stocks with reasonable valuations relative to their book value.
- Rationale: A lower P/B ratio indicates the stock is not excessively priced compared to its assets, supporting the undervalued stock criteria.
Index Component: S&P 500 (GSPC):
- Purpose: Restrict the search to blue-chip stocks within the S&P 500 index.
- Rationale: Ensures the selection includes only well-established, high-quality companies that meet blue-chip standards.
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.