Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap stocks for stability and lower risk.
- Rationale: Large-cap companies are typically more established and less volatile, aligning with long-term growth or income strategies.
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 and ensuring smoother transactions.
P/E TTM ≤ 18:
- Purpose: Identify undervalued stocks with reasonable earnings multiples.
- Rationale: A lower P/E ratio suggests the stock may be undervalued relative to its earnings, appealing to value investors.
Return on Equity ≥ 18%:
- Purpose: Target companies with strong profitability and efficient use of equity.
- Rationale: High ROE indicates effective management and the ability to generate returns for shareholders.
Annual Revenue YoY Growth ≥ 15%:
- Purpose: Focus on companies with strong and consistent revenue growth.
- Rationale: High revenue growth reflects a company's ability to expand and capture market share, aligning with growth-oriented strategies.
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.