Screening Filters & Rationale
Market Capitalization (min: $2B, max: $100B):
- Purpose: Focus on mid-cap and large-cap stocks for balanced growth and stability.
- Rationale: These companies are typically more stable than small caps but still offer growth potential.
Beta (Moderate Risk):
- Purpose: Select stocks with moderate volatility to align with a balanced risk tolerance.
- Rationale: Moderate beta ensures the stock moves in line with the market, avoiding excessive risk.
EPS 5-Year CAGR (min: 20%):
- Purpose: Identify companies with strong historical earnings growth.
- Rationale: A high EPS growth rate indicates consistent profitability and potential for future growth.
P/E TTM (min: 10, max: 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 performance.
Return on Equity (min: 25%):
- Purpose: Focus on companies with high efficiency in generating returns for shareholders.
- Rationale: A high ROE reflects strong management and effective use of equity capital.
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.