Screening Filters & Rationale
Market Cap ≥ 5 billion:
- Purpose: Focus on large-cap companies for stability and lower risk.
- Rationale: Large-cap stocks are typically more established and less volatile, aligning with a long-term investment strategy.
Dividend Yield (TTM) ≥ 2%:
- Purpose: Ensure consistent income generation through dividends.
- Rationale: A minimum yield of 2% indicates reliable dividend-paying companies, suitable for non-day trading investors seeking passive income.
Revenue 5-Year CAGR ≥ 7%:
- Purpose: Target companies with strong and consistent revenue growth.
- Rationale: A 5-year CAGR of 7% or higher reflects sustainable business expansion, supporting long-term value appreciation.
P/E Ratio (TTM) between 12 and 20:
- Purpose: Identify fairly valued companies with reasonable growth potential.
- Rationale: This range avoids overvalued stocks while ensuring the company is not undervalued due to poor performance.
Return on Equity (ROE) ≥ 20%:
- Purpose: Focus on companies with efficient use of shareholder equity.
- Rationale: A high ROE indicates strong profitability and effective management, aligning with long-term investment goals.
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.