Screening Filters & Rationale
Market Capitalization (min: $10 billion):
- Purpose: Focus on large-cap companies with established market presence.
- Rationale: Large-cap companies typically offer stability and lower risk, aligning with long-term investment goals.
Dividend Yield TTM (min: 1%):
- Purpose: Ensure the company provides consistent income through dividends.
- Rationale: A minimum yield indicates the company shares profits with investors, appealing to income-focused strategies.
Revenue 5-Year CAGR (min: 10%):
- Purpose: Identify companies with strong and consistent revenue growth.
- Rationale: High revenue growth reflects a company's ability to expand and capture market share over time.
P/E TTM (max: 25):
- Purpose: Select companies with reasonable valuations relative to earnings.
- Rationale: A lower P/E ratio suggests the stock is not overvalued, reducing the risk of overpaying.
Return on Equity (min: 15%):
- Purpose: Focus on companies efficiently generating profits from shareholders' equity.
- Rationale: High ROE indicates strong management performance and profitability, crucial for sustainable growth.
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.