Screening Filters & Rationale
Market Capitalization (500M - 50B):
- Purpose: Focus on mid-cap and small-cap stocks with growth potential while avoiding micro-cap risks.
- Rationale: These companies often have room for growth and are less volatile than micro-cap stocks.
Debt-to-Equity Ratio (≤ 0.5):
- Purpose: Identify companies with low financial leverage.
- Rationale: Low debt levels reduce financial risk and indicate strong balance sheets.
Price-to-Earnings Ratio (≤ 20):
- Purpose: Target undervalued stocks based on earnings.
- Rationale: A low P/E ratio suggests the stock may be undervalued relative to its earnings.
Price-to-Book Ratio (≤ 2):
- Purpose: Focus on stocks trading near or below their book value.
- Rationale: A low P/B ratio indicates potential undervaluation and financial stability.
Return on Equity (≥ 10%):
- Purpose: Select companies with strong profitability and efficient use of equity.
- Rationale: High ROE reflects a company's 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.