Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap companies with established market presence.
- Rationale: Large-cap stocks tend to be more stable and reliable for long-term investments.
Revenue 5-Year CAGR ≥ 8%:
- Purpose: Identify companies with consistent revenue growth over the past five years.
- Rationale: Sustained revenue growth indicates strong business performance and market demand.
EPS 5-Year CAGR ≥ 8%:
- Purpose: Target companies with consistent earnings growth.
- Rationale: Growing earnings per share reflects profitability and shareholder value creation.
Debt-to-Equity Ratio ≤ 1.5:
- Purpose: Ensure financial stability by limiting companies with excessive debt.
- Rationale: A manageable debt level reduces financial risk and supports long-term sustainability.
Return on Equity ≥ 12%:
- Purpose: Focus on companies with efficient use of shareholder equity.
- Rationale: High ROE indicates strong profitability and effective management.
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.