What sectors are in a high growth tailwind ?

Screening Filters

1. Quarterly Revenue YoY Growth ≥ 20% (quarter_revenue_yoy_growth ≥ 20)

   • Purpose: Capture companies whose current business momentum is strong, as seen in the latest quarter’s sales.
   • Rationale:
     • If a sector has a genuine growth tailwind (e.g., AI infrastructure, renewable energy, cybersecurity), you typically see it first in top-line (revenue) acceleration.
     • A 20%+ year-over-year revenue growth threshold is high enough to filter out slow- or no-growth industries, and highlight sectors where demand is robust and increasing.

2. Quarterly EPS YoY Growth ≥ 20% (quarter_eps_yoy_growth ≥ 20)

   • Purpose: Ensure companies are not only growing sales rapidly but also translating that into profit growth.
   • Rationale:
     • A sector with a real tailwind often benefits from both higher volumes and improving margins (operating leverage).
     • Requiring 20%+ EPS growth removes companies where revenue is rising but profitability is stagnant or deteriorating, which often signals less sustainable or lower-quality growth.

3. Annual Revenue YoY Growth ≥ 15% (annual_revenue_yoy_growth ≥ 15)

   • Purpose: Confirm that growth isn’t just a one-quarter spike, but is visible over the last full fiscal year.
   • Rationale:
     • Sectors enjoying structural tailwinds typically show strong growth over multiple reporting periods, not just a single good quarter.
     • A 15%+ annual bar is still aggressive at the full-year level and helps focus on industries where growth has been consistently above market averages.

4. 5-Year Revenue CAGR ≥ 15% (revenue_5yr_cagr ≥ 15)

   • Purpose: Identify sectors with sustained demand growth over a multi-year horizon.
   • Rationale:
     • Tailwinds are often multi-year themes (e.g., cloud computing adoption, digital payments, electrification).
     • A 5-year compound annual growth rate of 15%+ significantly narrows the list to industries where companies have been consistently expanding, not just benefiting from a one-off cycle or post-COVID rebound.

5. 5-Year EPS CAGR ≥ 15% (eps_5yr_cagr ≥ 15)

   • Purpose: Ensure that long-term revenue growth is matched by long-term earnings growth.
   • Rationale:
     • This filter focuses on sectors where business models scale well: as revenue grows, costs don’t rise as fast, so earnings compound.
     • Sectors with durable tailwinds often show this pattern (software, some healthcare niches, specialized industrials), revealing that growth has been economically attractive, not just top-line expansion with thin margins.

Why Results Match the Question (“sectors with high growth tailwinds”)

• By screening for strong recent growth (quarterly revenue and EPS YoY ≥ 20%), the screen captures sectors where the tailwind is currently active, not just a historical phenomenon.
• By requiring solid full-year and 5-year CAGRs in both revenue and EPS (≥ 15%), it emphasizes sectors where growth is durable and structural, consistent with the idea of a “tailwind” rather than short-term hype.
• Combining top-line and bottom-line growth ensures the highlighted sectors aren’t just growing because of temporary price spikes, subsidies, or cyclical rebounds, but because there is real, scalable demand.
• Once you have the resulting stock list, you can then aggregate by sector/industry to see which areas (e.g., tech sub-sectors, certain healthcare niches, industrial technology, etc.) most frequently pass these high-growth thresholds—those are your sectors with the strongest apparent growth tailwinds.