US energy coompanies only

Screening Filters

1. sector: ['Energy', 'Energy - Fossil Fuels']

   • Purpose: Limit results to energy-related businesses.
   • Rationale:
     • “Energy” is the broad sector classification (includes producers, services, pipelines, etc.).
     • “Energy - Fossil Fuels” narrows to traditional oil, gas, coal, and related operations.
     • Together, they ensure the list is composed of companies whose primary business is energy, in line with both your original “energy companies” request and the follow-up “US energy companies only.”

2. region: ['United States']

   • Purpose: Restrict companies to those based in / primarily operating in the U.S. market.
   • Rationale:
     • Directly matches your follow-up: “US energy companies only.”
     • Focuses on U.S.-domiciled firms (or those classified as U.S. region in the database), which typically report under U.S. regulations and accounting standards and are more familiar to U.S. investors in terms of taxation and regulation.

3. list_exchange: ['XNYS', 'XNAS', 'XASE']

   • Purpose: Include only U.S.-listed stocks on major exchanges:
     • XNYS = NYSE
     • XNAS = NASDAQ
     • XASE = NYSE American
   • Rationale:
     • These are the primary U.S. exchanges where most established companies trade.
     • Helps avoid illiquid OTC stocks and obscure listings, improving data quality, transparency, and tradability.
     • Reinforces the “US companies” requirement by making sure they are listed on U.S. markets.

4. pe_ttm: {'max': '15'}

   • Purpose: Identify potentially undervalued companies based on earnings (Price/Earnings, trailing 12 months).
   • Rationale:
     • A P/E below 15 is a commonly used value-investing threshold that often flags stocks trading at a discount relative to their earnings.
     • This connects to your original request for “undervalued” energy companies, filtering out high-multiple, growth-priced names.

5. pb_ratio: {'max': '1.5'}

   • Purpose: Screen for stocks trading close to or below their book value (Price/Book).
   • Rationale:
     • P/B ≤ 1.5 is another standard value metric, especially relevant in asset-heavy sectors like energy, where tangible assets (reserves, infrastructure) are significant.
     • Helps find companies where the market price isn’t excessively above the accounting value of net assets, reinforcing the “undervalued” focus.

6. dividend_yield_ttm: {'min': '5'}

   • Purpose: Ensure only higher-income-paying stocks are included.
   • Rationale:
     • A minimum 5% trailing dividend yield directly satisfies your requirement for “Dividends above 5%.”
     • This filter removes lower-yielding or non-dividend payers, highlighting names that currently offer substantial income.

Why Results Match Your Query

• The sector filters guarantee the companies are genuinely in energy.
• The region and list_exchange filters ensure these are U.S. energy companies, traded on major U.S. exchanges.
• The P/E and P/B limits implement your original “undervalued” criterion using widely accepted value metrics.
• The dividend_yield_ttm ≥ 5% filter fulfills your requirement for high-yield (≥5%) dividend payers.

Together, these filters narrow the universe to U.S.-listed energy stocks that are both value-leaning and income-oriented, matching both your initial and follow-up specifications.