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.
Dividend Yield (TTM) ≥ 1%:
- Purpose: Ensure consistent income generation through dividends.
- Rationale: A minimum dividend yield indicates the company shares profits with investors, adding value over time.
EPS 5-Year CAGR ≥ 10%:
- Purpose: Identify companies with strong and consistent earnings growth.
- Rationale: Sustained earnings growth reflects a company's ability to expand and generate higher profits.
Debt-to-Equity ≤ 1:
- Purpose: Select financially healthy companies with manageable debt levels.
- Rationale: A low debt-to-equity ratio reduces financial risk and ensures stability during economic downturns.
Return on Equity (ROE) ≥ 15%:
- Purpose: Highlight companies with efficient use of shareholder equity.
- Rationale: High ROE indicates strong profitability and effective management practices.
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.