Screening Filters & Rationale
Dividend Yield (TTM) ≥ 1%:
- Purpose: To ensure the stock provides a minimum level of income through dividends.
- Rationale: A positive dividend yield indicates the company shares profits with investors, adding to total returns.
Net Margin ≥ 10%:
- Purpose: To focus on companies with strong profitability.
- Rationale: Higher net margins indicate efficient cost management and robust earnings potential.
Revenue 5-Year CAGR ≥ 15%:
- Purpose: To identify companies with consistent and strong revenue growth.
- Rationale: Sustained revenue growth often signals a competitive advantage and market demand.
EPS 5-Year CAGR ≥ 15%:
- Purpose: To target companies with growing earnings over time.
- Rationale: Consistent EPS growth reflects improving profitability and shareholder value.
P/E (TTM) ≤ 25:
- Purpose: To ensure the stock is reasonably valued relative to its earnings.
- Rationale: A lower P/E ratio suggests the stock may be undervalued, offering higher profit potential.
Return on Equity (ROE) ≥ 15%:
- Purpose: To select companies with efficient use of shareholder equity.
- Rationale: High ROE indicates strong financial performance and effective management.
Annual EPS YoY Growth ≥ 20%:
- Purpose: To focus on companies with significant recent earnings growth.
- Rationale: Rapid EPS growth can signal strong business momentum and future profitability.
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.