Unterbewertete Aktien

Screening Filters & Rationale

1. Market Capitalization (500M - 50B):

   • Purpose: Focus on mid-cap and small-cap companies with growth potential while avoiding micro-cap risks.
   • Rationale: These companies often present undervaluation opportunities with manageable risk profiles.

2. Dividend Yield (≥ 2%):

   • Purpose: Target stocks that provide consistent income through dividends.
   • Rationale: A higher dividend yield indicates potential undervaluation and aligns with income-focused strategies.

3. Debt-to-Equity Ratio (≤ 1):

   • Purpose: Identify financially stable companies with manageable debt levels.
   • Rationale: Lower debt reduces financial risk and enhances long-term sustainability.

4. Price-to-Earnings Ratio (≤ 15):

   • Purpose: Select stocks trading at a reasonable valuation relative to earnings.
   • Rationale: A low P/E ratio suggests potential undervaluation compared to industry peers.

5. Price-to-Book Ratio (≤ 2):

   • Purpose: Focus on companies trading near or below their book value.
   • Rationale: A low P/B ratio often indicates undervaluation and a margin of safety for investors.