Screening Filters & Rationale
Market Cap ≥ $5 billion:
- Purpose: Focus on large-cap companies with established market presence.
- Rationale: Larger companies tend to have more stability and resilience, aligning with long-term investment goals.
Revenue 5-Year CAGR ≥ 8%:
- Purpose: Identify companies with consistent revenue growth over the past five years.
- Rationale: Sustained revenue growth indicates strong business performance and potential for long-term value creation.
EPS 5-Year CAGR ≥ 8%:
- Purpose: Select companies with consistent earnings growth over the past five years.
- Rationale: Growing earnings per share reflects profitability and efficient management, key for long-term investments.
Debt-to-Equity Ratio ≤ 1:
- Purpose: Focus on companies with manageable debt levels.
- Rationale: Lower debt reduces financial risk, ensuring stability and sustainability for long-term holdings.
Return on Equity ≥ 15%:
- Purpose: Target companies with strong returns on shareholder equity.
- Rationale: High ROE indicates efficient use of capital, a critical factor for long-term growth potential.
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.