For this week’s content analysis we’re providing the structure and results of the custom filter we’ve built on May 27th, but now focusing on the S&P500. This filter puts an emphasis on three key evaluation areas:
1. Generation of shareholder wealth (EVA/Share, Economic Performance Index, return on capital)
2. Growth (short and mid-term growth of EVA/Share, dividend growth in each of the past four years)
3. Free Cash-Flow provision
Only 4% (20 of 500) of the S&P500 meets our stated criteria.
The results are sorted by Economic Performance Index (EPI). We’ve included a few other indicators for reference—see share price, Price/Earnings, current 12-month dividend yield.
In the attached Excel document you’ll find both the contents and criteria inputs for the filter, as well as the 20 resulting companies which passed these criteria. 
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