Created Stock Screens (3)
Wealth Compounders
1. The "Wealth Compounders" Screen This filter targets high-quality, durable businesses with consistent long-term growth and clean balance sheets. ⚬ Return on Equity (ROE): $> 15\%$ (Ensures management efficiently generates profit from shareholder equity) ⚬ 5Y Historical Revenue Growth: $> 12\%$ ⚬ 5Y Historical Net Income Growth: $> 12\%$ ⚬ Debt-to-Equity Ratio: $< 0.5$ (Keeps financial risk low)
Undervalued Gems
2. The "Undervalued Gems" Screen Best for finding stocks that are currently "cheap" compared to their actual worth. • PB Ratio: < 2.0 • PE Ratio: < 15 • Dividend Yield: > 2% • Promoter Pledges: 0% (Crucial: ensures promoters haven't used their shares as collateral) • Net Income Growth: Positive over the last 3 years.
Quality Growth
1. The "Quality Growth" Screen Best for finding stable companies with strong profitability and growth. • Stock Universe: Nifty 500 • 5Y Hist Revenue Growth: > 15% • Return on Equity (ROE): > 20% • Debt to Equity Ratio: < 0.5 (Low debt is safer) • Price to Earnings (PE) Ratio: Set to "Low" relative to the sector.
