Screening Filters
market_cap ≥ 20,000,000,000 & market_cap_category = Large
- Purpose: Focus on large, established U.S. companies.
- Rationale: When someone asks “What US stocks should I buy?”, a sensible starting point is bigger, more stable businesses rather than speculative small caps. Large-cap stocks (≥ ~$20B) tend to:
- Have more diversified revenue streams
- Be better covered by analysts and institutions
- Generally have lower business-risk than very small companies
list_exchange = XNAS (NASDAQ)
- Purpose: Limit results to U.S.-listed stocks on the NASDAQ exchange.
- Rationale: You asked about “US stocks,” so the screener focuses on a major U.S. exchange. NASDAQ is home to many leading tech and growth-oriented companies, which are commonly considered by U.S. investors looking for well-known names.
is_index_component = NDX (Nasdaq-100 Index)
- Purpose: Restrict to members of the Nasdaq-100 index.
- Rationale: The Nasdaq-100 contains 100 of the largest non-financial companies on NASDAQ. Using this:
- Ensures you’re looking at well-established, widely followed leaders
- Avoids microcaps and obscure names
- Aligns with a typical “what should I buy?” starting universe—high-quality, benchmark constituents
monthly_average_dollar_volume ≥ 1,500,000
- Purpose: Ensure stocks are sufficiently liquid (traded value per month).
- Rationale: Higher dollar volume means:
- Easier trade execution at fair prices
- Smaller bid–ask spreads
- Less risk of being “stuck” in an illiquid stock
For someone just asking broadly what to buy, liquid names are more practical and safer to trade.
net_margin ≥ 0
- Purpose: Include only companies with positive net income (profitable).
- Rationale: Requiring positive profitability:
- Screens out firms losing money, which are often riskier
- Tilts toward more financially solid companies
This fits a general “buy” question where the priority is usually stability over speculation.
pe_ttm between 8 and 45
- Purpose: Filter out extremely cheap (possibly distressed) and extremely expensive (possibly overhyped) valuations based on trailing P/E.
- Rationale:
- P/E < 8 can sometimes flag deep-value or troubled companies (turnaround, cyclical low points, potential issues).
- P/E > 45 often flags highly speculative or very richly valued growth names.
By bracketing P/E, the screener aims for a middle ground of “reasonably valued” companies, which is a sensible default when the user doesn’t specify a style (e.g., deep value vs hyper-growth).
Why Results Match Your Request
- The universe is U.S.-listed, large, liquid companies (Nasdaq-100 large caps), which are a logical starting point when you ask, “What US stocks should I buy?” without extra constraints.
- The filters add basic quality and sanity checks—profitability and reasonable valuation—to avoid the riskiest or most speculative names.
- Overall, this produces a list of well-known, established U.S. stocks that are more suitable for a general investor inquiry than tiny, illiquid, unprofitable, or extremely overvalued companies.
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.