Screening Filters & Rationale
Market Cap ≥ $2 billion:
- Purpose: Focus on established companies with significant market presence.
- Rationale: Larger companies tend to have more stability and resilience, aligning with long-term investment goals.
Dividend Yield (TTM) ≥ 1%:
- Purpose: Ensure consistent income generation through dividends.
- Rationale: Dividend-paying stocks can provide steady returns and reduce portfolio volatility over time.
Revenue 5-Year CAGR ≥ 5%:
- Purpose: Identify companies with strong and consistent revenue growth.
- Rationale: Sustained revenue growth indicates a company's ability to expand and adapt, supporting long-term value creation.
Debt-to-Equity ≤ 1.5:
- Purpose: Limit exposure to companies with excessive leverage.
- Rationale: Lower debt levels reduce financial risk, ensuring stability during economic downturns.
Return on Equity (ROE) ≥ 15%:
- Purpose: Focus on companies with efficient use of shareholder equity.
- Rationale: High ROE reflects strong profitability and effective management, key for long-term investments.
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.