Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap companies with established market presence.
- Rationale: Large-cap stocks typically offer stability and lower risk compared to smaller companies.
Dividend Yield ≥ 1%:
- Purpose: Ensure the stock provides a minimum level of income through dividends.
- Rationale: Dividend-paying stocks can offer consistent returns and appeal to income-focused investors.
Revenue 5-Year CAGR ≥ 10%:
- Purpose: Identify companies with strong and consistent revenue growth.
- Rationale: High revenue growth indicates robust business performance and potential for future expansion.
P/E Ratio Between 12 and 20:
- Purpose: Target stocks with reasonable valuations relative to earnings.
- Rationale: This range avoids overvalued stocks while ensuring the company is not undervalued due to poor fundamentals.
ROE ≥ 20%:
- Purpose: Focus on companies with strong profitability and efficient use of equity.
- Rationale: High ROE reflects a company's ability to generate significant returns for 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.