Strong December 2025 performance driven by P/E Ratio and V-Score criteria
If purchased at the closing price of 12/10/251, the average of the 19 tickers in our 12/9/ 2025 close-based OpenBB filter returned 7.43% through the 1/12/26 close. This compares favorably with both the SPY, with a price return of 1.10% for the same period, and the average of the 130 tickers in the screen, which came in at 3.45%.
See below for a comparison of the distribution of tickers that met the filtered criteria (orange) and the population they were drawn from (blue).
Given 130 tickers with a mean return of 3.45% and a standard deviation of returns across tickers of 9.73%, the odds of choosing 19 tickers with an average return of 7.43% at random is just 2.4%. So what drove the performance? The performance of the filter was driven by the P/E Ratio criteria, followed by the V-Score.
Filter refreshed as of 1/12/26 close generates 16 tickers
We applied the same filter criteria to the same ticker universe discussed above this morning, to 1/12/26 closing data. Sixteen tickers of the 130 met the criteria, described and listed below (down from 19 tickers meeting the filter criteria the month before, fwtw):
- Two are “tech” oriented companies (META and CSCO).
- Four are repeats from last month: META, VNO, USB, CMA
- Four are regional banks (USB, CMA, ZION, TFC)
- Two are travel/leisure related (EXPE and CCL)
- Two are industrial metals oriented (BHP, KALU)
- Two are healthcare related (AMGN, HCA)
- A Homebuilder (LEN), Auto-parts supplier (AZO), a REIT (VNO), and a Telecom (T) round out the group.
The tickers meeting the filter’s criteria have less momentum and lower P/E ratios and higher V-Scores than the average (or even median) ticker considered:
The number of tickers meeting each element of the screening criteria is given below. The P/E ratio criteria is most stringent, followed by the V-Score:
Interested in getting access to VecVIz analytics via API for the OpenBB so you can run this screen or countless variations of it, whenever you want? Reach out to us at coyner@vecviz.com.
- The filter output was generated using 12/9/2025 closing price based analytics.
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