Screening Filters
list_exchange: ['XNYS', 'XNAS', 'XASE']
- Purpose: Limit results to major U.S. stock exchanges (NYSE, NASDAQ, NYSE American/AMEX).
- Rationale:
- You asked specifically about the U.S. stock market. These three exchanges cover nearly all primary U.S.-listed equities that individual investors typically trade.
- They are better regulated, more transparent, and generally more liquid than OTC or foreign exchanges, which aligns with a more prudent, mainstream stock selection.
is_index_component: ['GSPC']
- Purpose: Include only constituents of the S&P 500 index (ticker: ^GSPC).
- Rationale:
- The S&P 500 contains large, established U.S. companies that meet minimum criteria for market cap, liquidity, and financial viability.
- Since you’re asking “which stock to buy” rather than “speculative small caps,” focusing on S&P 500 names tilts the list toward higher-quality, more stable, widely-followed companies.
- This reduces exposure to extreme volatility and company-specific blow‑up risk that’s more common in micro/small caps.
monthly_average_dollar_volume: {'min': '2000000'}
- Purpose: Ensure stocks have at least $2 million in average traded value per month.
- Rationale:
- Higher dollar volume = better liquidity, meaning it’s easier to enter/exit positions without moving the price too much or suffering large bid-ask spreads.
- For someone asking for a buy recommendation rather than highly speculative illiquid names, this filter avoids thinly traded stocks that can be hard to trade or easy to manipulate.
quarter_price_change_pct: {'min': '5'}
- Purpose: Require at least +5% price performance over the last quarter.
- Rationale:
- This focuses on stocks with positive recent momentum, which often reflects favorable earnings, news, or improving sentiment.
- For a user who previously showed interest in shorter-term trades (gold, inverse BTC), it makes sense to avoid stocks that are currently in clear downtrends and instead favor those that the market is already rewarding.
- It doesn’t guarantee future gains, but it aligns with a trend-following bias rather than trying to catch falling knives.
return_on_equity: {'min': '15'}
- Purpose: Select companies with ROE ≥ 15%, indicating strong profitability relative to shareholder equity.
- Rationale:
- High ROE suggests the business is efficient at generating profits from the capital it employs.
- When you’re asking “which stock to buy,” a sensible starting point is companies that have shown superior capital efficiency and business quality, which historically tend to outperform over time.
- This filter helps avoid low-quality or structurally weak businesses even if their prices have recently bounced.
annual_eps_yoy_growth: {'min': '10'}
- Purpose: Require at least 10% year‑over‑year earnings per share (EPS) growth.
- Rationale:
- EPS growth is a core driver of long-term stock returns. Consistent double-digit EPS growth often supports rising share prices, especially when markets are not in deep distress.
- This aligns with your objective of finding buy candidates, by focusing on companies with demonstrated, not just promised, earnings growth.
- It filters out stagnant or shrinking businesses that might be value traps.
Why These Results Match What You Asked
- You asked for U.S. stocks to buy; the exchange and index filters ensure U.S.-listed, large, established companies (S&P 500 on NYSE/NASDAQ/AMEX).
- You likely want names that are tradable and not obscure; the dollar-volume filter enforces minimum liquidity.
- You’re not just looking for “any” U.S. stock but potentially attractive investments; the combination of:
- positive recent performance (
quarter_price_change_pct ≥ 5%),
- strong profitability (
ROE ≥ 15%), and
- real earnings growth (
EPS YoY ≥ 10%)
narrows the universe to higher-quality growth or quality‑compounder stocks that the market is already rewarding.
In short, these filters together shift the focus to liquid, large-cap, U.S. companies with solid fundamentals and positive momentum, which is a reasonable universe to search in when answering “which stock would you recommend to buy in the US stock market?”
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.