Screening Filters & Rationale
Market Cap ≥ $20 billion:
- Purpose: Focus on large-cap companies with financial stability and lower risk.
- Rationale: Large-cap firms are more likely to sustain and grow dividend payouts over time.
Dividend Yield (TTM) ≥ 3%:
- Purpose: Identify investments offering attractive income returns.
- Rationale: A yield of 3% or higher ensures a competitive income stream compared to other asset classes.
Weekly Average Turnover ≥ $2 million:
- Purpose: Ensure sufficient liquidity for ease of buying and selling.
- Rationale: High turnover indicates active trading, reducing the risk of price manipulation or illiquidity.
Return on Equity (ROE) ≥ 15%:
- Purpose: Target companies with strong profitability and efficient use of shareholder equity.
- Rationale: High ROE reflects a company's ability to generate returns, supporting sustainable dividends.
5-Year Dividend CAGR ≥ 5%:
- Purpose: Focus on companies with a history of growing dividends.
- Rationale: Consistent dividend growth indicates financial health and commitment to rewarding shareholders.
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.