Screening Filters
is_index_component: GSPC (S&P 500 companies only)
- Purpose: Limit the search to stocks that are constituents of the S&P 500 index.
- Rationale:
- Your question is very broad (“what financial assets should I consider buying today?”). To make this practical, the screener narrows the universe to large, well‑followed U.S. companies.
- S&P 500 members tend to be more liquid, more transparent, and more stable than micro- or small-caps, which makes them more suitable as core holdings for many investors.
- This avoids very risky, thinly traded, or speculative names that might technically “qualify” on other metrics but wouldn’t be reasonable for most investors.
moving_average_relationship: PriceAboveMA200
- Purpose: Select stocks whose current price is above their 200-day moving average.
- Rationale:
- The 200-day moving average is a widely used gauge of long-term trend.
- Price above the 200-day MA generally indicates an uptrend or at least a relatively healthy technical setup, instead of a stock that is in a prolonged downtrend.
- For someone asking what to consider buying today, this helps focus on names with positive or recovering momentum, rather than catching falling knives.
net_margin: min 10 (Net profit margin ≥ 10%)
- Purpose: Require companies to have solid profitability.
- Rationale:
- Net margin measures how much profit a company keeps from each dollar of revenue. A 10%+ margin is a sign of good pricing power, cost control, or both.
- This filter weeds out unprofitable or barely profitable firms, which can be more vulnerable in downturns or to competitive pressure.
- For an investor asking what to consider buying now, focusing on clearly profitable businesses can reduce fundamental risk.
annual_revenue_yoy_growth: min 5 (Revenue growth ≥ 5% year-over-year)
- Purpose: Ensure the company is not just profitable, but also growing its top line.
- Rationale:
- Revenue growth is a core driver of long-term earnings growth and valuation expansion.
- A minimum of 5% YoY growth filters out stagnating or shrinking businesses, which may be value traps.
- Combining profitability with growth aligns with the idea of looking for companies that can continue to compound value over time.
pe_ttm: min 10, max 30 (P/E ratio between 10 and 30, trailing 12 months)
- Purpose: Avoid extremes of valuation—both very expensive and suspiciously cheap.
- Rationale:
- A P/E below 10 can sometimes signal deep value, but also can indicate serious underlying issues (cyclical risk, structural decline, one-off earnings distortions).
- A P/E above 30 can indicate high expectations and potentially overvaluation, increasing downside risk if growth disappoints.
- Keeping P/E between 10 and 30 aims for reasonably valued stocks: not too speculative, but not so “cheap” that they may be broken stories.
- This fits the idea of sensible candidates to consider today, rather than extreme bets.
Why Results Match Your Question
- You asked which financial assets to consider buying now, without specifying a risk profile, sector, or region. The filters therefore:
- Focus on established, large U.S. companies (S&P 500) rather than very risky or illiquid assets.
- Emphasize financial strength (≥10% net margin) and business momentum (≥5% revenue growth), aligning with the idea of durable businesses.
- Add a trend component (price above 200-day MA) so you’re looking at names with constructive price action, not just “cheap for a reason” stocks.
- Impose valuation discipline (P/E 10–30), to balance growth/quality against the risk of overpaying.
Together, these filters don’t guarantee performance, but they create a focused list of reasonably valued, profitable, growing, and technically healthy large-cap stocks—plausible candidates for further research when deciding what to consider buying today.
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.