I'm trying to utilize the Cap IQ screening feature to select a stock to prepare for a 30-second stock pitch.
Knowing some of you who especially have gone through PE interviews might have done this before, what criteria should I include in the screening process? Would be interested in hearing what people think other than the basic "must-have" ones such as high rev growth, lower capex requirement, etc.
Any thoughts would be much appreciated!
| +89 | [2026 - October] Unbiased Prestige Rankings | 55 | 1h |
| +87 | Who is the final boss in Houston Energy? (GS, JEFF or EVR) | 19 | 20h |
| +78 | You should probably leave IB | 26 | 1d |
| +45 | Why Do We Turn Comments? | 10 | 1d |
| +43 | Tomorrow Will Be Better | 5 | 4d |
| +41 | Moelis PCA vs Lower tier BB Coverage | 30 | 1d |
| +25 | Banking (Un)fortunately Still Needs You: My Case for Bankers in the AI Era | 3 | 1d |
| +24 | How much should you ask questions / seek feedback as an intern? | 9 | 6h |
| +24 | UBS IB #24 in US M&A in 2026 | 10 | 3h |
| +23 | Lateraling as Analyst | 21 | 3h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
just read someone's research report and know it well.
Minima dolore aut nihil. Minima et sequi et minima qui. Qui illum explicabo fugit magni aspernatur. Enim fuga placeat impedit earum ipsam dolore quasi.
Aperiam minima incidunt tenetur quis nostrum ab. Voluptas accusantium saepe assumenda at.
Consequatur expedita modi est in. Ea corporis praesentium aut temporibus. Exercitationem exercitationem culpa quidem qui sint. Nemo provident consequuntur sequi omnis repellendus. Magni doloribus totam rem modi eius sint.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...