What are your best buys right now

Screening Filters

1. Market cap: large or mid

   • Purpose: Focus on established, investable healthcare companies.
   • Rationale: IQV, DXCM, and DT are all mid- to large-cap names, so this filter keeps the screen aligned with the user’s universe and avoids small, speculative healthcare stocks that wouldn’t be comparable.

2. Beta: LowRisk, ModerateRisk, HighRisk

   • Purpose: Include stocks across the normal risk spectrum rather than excluding based on volatility.
   • Rationale: Since the user asked for “best buys” among specific names, the goal is not to eliminate riskier names outright but to compare them within a broad healthcare set. This lets the screen capture both steadier and more volatile opportunities.

3. Price above 20-day moving average

   • Purpose: Find stocks with positive short-term momentum.
   • Rationale: This helps identify names that are currently being bid up and may have near-term strength. For a “best buys right now” question, short-term trend confirmation is useful.

4. Price above 200-day moving average

   • Purpose: Favor stocks in longer-term uptrends.
   • Rationale: This is a classic filter for durable trend strength. It helps avoid stocks that may have a short-term bounce but are still weak on a longer horizon.

5. Sector: Healthcare

   • Purpose: Keep the screen centered on the user’s referenced industry group.
   • Rationale: Since IQV, DXCM, and DT are healthcare-related, this filter ensures the results remain directly relevant to the user’s long-term healthcare investment comparison.

6. Industry: Healthcare Equipment & Supplies; Healthcare Providers & Services

   • Purpose: Narrow the healthcare sector to the most relevant sub-industries.
   • Rationale: DXCM fits healthcare equipment, IQV fits providers/services, and DT is also in the healthcare services/data workflow ecosystem. This removes unrelated healthcare areas like pharmaceuticals or insurers.

7. Themes: Medical Instruments & Supplies; Biotech

   • Purpose: Add thematic exposure to the types of healthcare growth names the user is considering.
   • Rationale: These themes capture innovation-driven healthcare businesses and device-oriented companies, which are the closest style match to IQV, DXCM, and DT’s growth/quality profile.

8. P/E TTM max 30

   • Purpose: Avoid overpaying for earnings.
   • Rationale: The user is asking for “best buys,” which implies valuation matters. A P/E cap screens out extremely expensive names while still allowing quality growth stocks like DXCM and DT to remain eligible.

9. EV/EBITDA max 25

   • Purpose: Add a second valuation check using enterprise value.
   • Rationale: EV/EBITDA is useful in healthcare because it can better account for capital structure and cash generation. This filter helps identify reasonably priced companies versus stretched valuations.

10. Analyst consensus: Strong Buy or Moderate Buy

• Purpose: Prefer stocks with supportive Street sentiment.
• Rationale: Since the user wants “best buys,” analyst conviction is a useful confirmation factor. It helps surface names where fundamentals and expectations are broadly favorable.

Why Results Match:

• The screen is built to find healthcare stocks similar in profile to IQV, DXCM, and DT: established, mid/large-cap, and in the right sub-industries.
• It emphasizes buyable characteristics: positive trend, reasonable valuation, and favorable analyst sentiment.
• It avoids irrelevant healthcare names and very speculative situations, which makes the output more useful for comparing these three as current buy candidates rather than just any healthcare stocks.
• Overall, the filters aim to identify higher-quality healthcare names with near-term momentum and acceptable valuation, which is exactly the kind of universe you’d want when asking for “best buys right now” among IQV, DXCM, and DT.