Screening Filters & Rationale
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.
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.
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.
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.
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.
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.