Act as an expert financial analyst with deep knowledge of U.S. stock markets. I want to identify high-quality stocks for potential long-term investment based on fundamental and technical factors. Provide a screened list of stocks with strong growth potential, solid financials, and reasonable valuations. **Screening Criteria:** 1. **Market Cap:** Mid-cap to large-cap ($2B+). 2. **Financial Health:** - Low debt-to-equity ratio (<0.5). - Consistent revenue & earnings growth (5Y CAGR > 8%). - Positive free cash flow. 3. **Valuation:** - P/E ratio below sector average. - PEG ratio < 2. 4. **Profitability:** - ROE > 15%. - Operating margin > sector median. 5. **Technical Strength:** - Stock price above 200-day moving average. - Relative Strength Index (RSI) not overbought (<70). 6. **Optional:** - Dividend yield > 1.5% (if applicable). - Institutional ownership increasing. **Output Format:** - List 10-15 stocks matching these criteria. - For each, summarize key metrics (P/E, ROE, Debt/Equity, 5Y Growth). - Highlight 1-2 standout opportunities with brief reasoning. - Exclude overhyped/meme stocks. **Sectors of Interest:** Technology, Healthcare, Industrials (but open to others if strong fundamentals)."* pull the latest data from finviz and yahoo finance
8/11/2025 02:00am
Based on your intent to identify high-quality stocks for long-term investment, we have screened stocks with the following fundamental and technical criteria:
1. **Market Capitalization**
- $2 billion < Market Cap
2. **Financial Health**
- Debt-to-Equity Ratio < 0.5
- 5-Year Revenue CAGR > 8%
- 5-Year Net Income CAGR > 8%
- Free Cash Flow > 0
3. **Valuation**
- P/E Ratio < Sector Average P/E Ratio
- PEG Ratio < 2
4. **Profitability**
- ROE > 15%
- Operating Margin > Sector Median Operating Margin
5. **Technical Strength**
- Closing Price > 200-Day Moving Average
- RSI < 70
We found **4** stocks that meet these criteria. Explore these options further for potential investment opportunities.
Market Capitalization > $2 billion; Debt-to-Equity Ratio < 0.5; 5-Year Revenue CAGR > 8%; 5-Year Net Income CAGR > 8%; Free Cash Flow > 0; P/E Ratio < 20; PEG Ratio < 2; ROE > 15%; Operating Margin > Sector Median Operating Margin; Closing Price > 200-Day Moving Average; RSI < 70; Dividend Yield > 1.5%; Institutional Position Ratio > 50%; Sector is Technology, Healthcare, Industrials
|code|stock code|stock name|Last Price|Last Change|Market Cap[20250808]|PEG[20250808]|Closing Price[20250808]|ma200[20250808]|Debt-to-Equity Ratio[20250630]|Free Cash Flow[20250630]|ROE(Average)[20250630]|Total Revenue Cum Compond Growth[20200930-20250630]|Net Income Cum Compond Growth[20200930-20250630]|P/E(TTM)[20250808]|topic|Inclusion Reason[20250808]|GICS Industry|GICS Sector|market_code|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|CMI|CMI.N|Cummins|387.03|0.629209|5.332733028714E10|0.035167|387.03|340.3671|0.630078|5.54E8|15.5394|14.542949749184174|22.423734526367678|18.13238|||Machinery|Industrials|169|
|NXT|NXT.O|Nextracker|56.21|0.879397|8.31705497854E9|0.0879|56.21|46.6692|0.113956|1.41771E8|21.2923|25.42827489233652|42.811961473086704|15.27043|||Electronic Equipment, Instruments & Components|Information Technology|185|
|IDCC|IDCC.O|InterDigital|264.21|-0.6654639999999999|6.8172415356E9|0.271895|264.21|204.5815|0.4346|1.04544E8|30.4702|24.716399837586177|75.33944061664957|14.709195|||Communications Equipment|Information Technology|185|
|OMAB|OMAB.O|Central North Airport Group|107.34|-1.4777419999999999|5.1814282599375E9|-1.078596|107.34|84.526|1.559615|9.508327327800001E7|27.674799999999998|27.929495669008155|43.90421036606611|18.817151|||Transportation Infrastructure|Industrials|185|
