Screening Filters & Rationale
Market Cap ≥ $2 billion:
- Purpose: Focus on established companies with significant market presence.
- Rationale: Larger market cap reduces risk associated with smaller, volatile companies.
Revenue 5-Year CAGR ≥ 10%:
- Purpose: Identify companies with consistent top-line growth.
- Rationale: Sustained revenue growth indicates strong demand and business scalability.
EPS 5-Year CAGR ≥ 10%:
- Purpose: Target companies with improving profitability over time.
- Rationale: Consistent earnings growth reflects operational efficiency and shareholder value creation.
Debt-to-Equity ≤ 1:
- Purpose: Ensure financial stability and manageable leverage.
- Rationale: Lower debt levels reduce financial risk and improve resilience during downturns.
Return on Equity ≥ 15%:
- Purpose: Focus on companies efficiently generating returns on shareholder investments.
- Rationale: High ROE indicates strong management performance and profitability.
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.