Screening Filters
market_cap_category: ['large', 'mega']
- Purpose: Focus on big, established companies.
- Rationale:
- “Best stocks to invest in now” usually implies quality and stability, not tiny speculative names.
- Large & mega caps are typically more liquid, more transparent, and have more analyst coverage.
- These are the companies most individual and institutional investors use as core holdings.
list_exchange: ['XNYS', 'XNAS', 'XASE'] (NYSE, NASDAQ, AMEX)
- Purpose: Limit to major U.S. stock exchanges.
- Rationale:
- Your question is about USA stocks, so we restrict to the primary U.S. exchanges.
- These exchanges have stricter listing and reporting standards, helping ensure better governance and disclosure.
- Excludes OTC and foreign exchanges that might not fit a typical U.S. investor’s “best stock” universe.
is_index_component: ['GSPC'] (S&P 500 members)
- Purpose: Restrict to companies in the S&P 500 index.
- Rationale:
- The S&P 500 is widely seen as the core set of high‑quality, leading U.S. companies.
- Inclusion requires meeting size, liquidity, and profitability standards and S&P committee selection.
- This filter aligns with “best” by emphasizing blue-chip, benchmark constituents rather than niche names.
moving_average_relationship: ['PriceAboveMA20']
- Purpose: Require the stock price to be above its 20‑day moving average (short‑term positive trend).
- Rationale:
- “Best to invest in now” has a timing element – we don’t just want good companies, but ones with supportive market action.
- Price above the 20‑day moving average suggests recent positive momentum or at least not in a near-term downtrend.
- This can help avoid names that are currently breaking down or under heavy selling pressure.
quarter_revenue_yoy_growth: {'min': '8'}
- Purpose: Ensure at least 8% year‑over‑year revenue growth last quarter.
- Rationale:
- Strong or at least solid growth is a key ingredient of what many investors mean by “best” stocks.
- A minimum 8% YoY revenue increase screens out slow‑growing or shrinking businesses.
- This tilts the list toward companies that are expanding their top line, a positive sign for future earnings and long‑term returns.
pe_ttm: {'min': '10', 'max': '35'}
- Purpose: Keep valuations within a “reasonable” range.
- Rationale:
- A P/E below 10 can sometimes signal distress or one‑off earnings issues; above 35 can indicate very expensive, high‑expectation stocks.
- By setting a range of 10–35, the screener aims for neither extreme value traps nor extreme overvaluation.
- This balances quality growth with valuation discipline, consistent with a “best to buy now” mindset that avoids paying any price for growth.
Why Results Match Your Question
- The filters collectively anchor on high‑quality, U.S.-listed blue‑chip companies (S&P 500, large/mega cap, major U.S. exchanges).
- They emphasize currently healthy businesses (positive revenue growth) at non‑extreme valuations (P/E 10–35).
- They add a timing component (price above 20‑day MA), seeking stocks the market is currently rewarding rather than punishing.
Put together, these filters try to approximate what many long‑term investors mean by “the best USA stocks to invest in now”: established, growing U.S. leaders with reasonable valuations and supportive trends, rather than speculative or fundamentally weak names.
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.