{"article":{"id":10543502387727,"url":"https://simplywallst.zendesk.com/api/v2/help_center/en-us/articles/10543502387727.json","html_url":"https://support.simplywall.st/hc/en-us/articles/10543502387727-Stock-Screener-Key-Features-and-How-to-s","author_id":22439350968,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":2,"section_id":4402460434703,"created_at":"2024-08-26T04:03:33Z","updated_at":"2025-08-26T13:08:55Z","name":"Stock Screener: Key Features and How to's","title":"Stock Screener: Key Features and How to's","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-08-26T13:08:55Z","user_segment_id":null,"permission_group_id":14716,"content_tag_ids":[],"label_names":["filter","screener","advanced filtering","screening","filtering","advanced screener","screen","search","keywords","Simply Wall St Screener","How to filter stocks in Simply Wall St"],"body":"<h4 id=\"h_01J66CY28MZR6CTM2FTZQR6MQY\"><strong>Table of Contents<br></strong></h4>\n<ul style=\"margin-top: 10px; margin-left: 20px;\">\n<li>\n<a href=\"#h_01J66DPTT1N7CABFSRQMPKEPYW\">Understanding the Stock Screener and its Benefits</a>\n<ul>\n<li><a href=\"#h_01K3K7FGE7M8MT2RC0QC0BMGBK\">Filtering Stocks</a></li>\n<li><a href=\"#h_01K3K7G3KKW9MZ4S90HJ4AXSED\">Screener Alert</a></li>\n<li><a href=\"#h_01K3K661698E0N82A166HAW1XT\">Enabling Screener Alert</a></li>\n</ul>\n</li>\n<li>\n<a href=\"#h_01J6BE2V6AKB2HTX3Z036G98P0\">Using the Screener</a>\n<ul>\n<li><a href=\"#h_01J6BE2V6AKB2HTX3Z036G98P0\">How to do basic Stock screening: By Market and Industry</a></li>\n<li>\n<a href=\"#h_01J7HZFMBNF9RV16JPM2EJEE6X\">How to use the Advanced Filters</a>\n<ul>\n<li><a href=\"#h_01J7HZMWK707TW42NZTPVS6ZF9\">Metrics included in the Advanced Filters</a></li>\n</ul>\n</li>\n<li><a href=\"#h_01J842C2AH6PH695Q8DJS3WGZA\">How to Filter by Snowflake</a></li>\n<li><a href=\"#h_01JARXQ4HPFTZ35BC730SVZTR2\">How to Filter by Keywords</a></li>\n<li>\n<a href=\"#h_01J843SJ4WF52ATZVJR58KVBC7\">How to Sort Screener Results</a>\n<ul>\n<li><a href=\"#h_01J843VBK3TK0ZVVPYQM0AS3MX\">Toggling Between List and Grid Views</a></li>\n</ul>\n</li>\n<li>\n<a href=\"#h_01J8447FF5KGTT4EYPS4SXYDPX\">How to Save a Screener</a>\n<ul>\n<li><a href=\"#01J8KQWVQ408SQRNEARW8YS069\">Accessing Your Saved Screener</a></li>\n</ul>\n</li>\n</ul>\n</li>\n<li><a href=\"#h_01J8P8J3XJKBE5RD02WX9BBSH3\">Popular Screens and how to use them</a></li>\n</ul>\n<p> </p>\n<hr>\n<h2 id=\"h_01J66DPTT1N7CABFSRQMPKEPYW\"><a href=\"#h_01J66DPTT1N7CABFSRQMPKEPYW\">Understanding the Stock Screener and its Benefits</a></h2>\n<dl>\n<dt>\n<h3 id=\"h_01K3K7FGE7M8MT2RC0QC0BMGBK\"><a href=\"#h_01K3K7FGE7M8MT2RC0QC0BMGBK\">Filtering Stocks</a></h3>\n</dt>\n<dd>A stock screener is a tool to filter stocks based on specific criteria. Users can use basic filters such as market (or country) and industry, as well as advanced filters to screen stocks based on fundamental parameters like market capitalization, price-to-earnings (P/E) ratio, price-to-book value (P/BV) ratio, price/earnings to growth (PEG) ratio, dividend yield, past performance and future growth, and more to quickly find stocks that meet their investment preferences.</dd>\n<dt>\n<h3 id=\"h_01K3K7G3KKW9MZ4S90HJ4AXSED\"><a href=\"#h_01K3K7G3KKW9MZ4S90HJ4AXSED\">Screener Alert</a></h3>\n</dt>\n<dd>If you save a screener, you will receive weekly notifications whenever new companies match the criteria that you've set.</dd>\n<dd>You can also easily view these newly matched companies within the Screener tool by clicking the button next to the results.<br><br><img src=\"https://support.simplywall.st/hc/article_attachments/10545255453327\" alt=\"image-20240719-225936.png\">\n</dd>\n<dt>\n<h3 id=\"h_01K3K661698E0N82A166HAW1XT\"><a href=\"#h_01K3K661698E0N82A166HAW1XT\">Enabling Screener Alert</a></h3>\n</dt>\n<dd>To receive screener alerts, please ensure that your Screener Alert notification is enabled. To do this, go to the Notifications page and toggle on the Screener Alerts option.<br><br><img src=\"https://support.simplywall.st/hc/article_attachments/10545258874639\" alt=\"image-20240723-094356.png\">\n</dd>\n</dl>\n<p> </p>\n<hr>\n<h2 id=\"h_01J6BE2V6AKB2HTX3Z036G98P0\"><a href=\"#h_01J6BE2V6AKB2HTX3Z036G98P0\">Using the Screener</a></h2>\n<dl>\n<dt>\n<h3 id=\"h_01K3K7J08VMPDBEDTA7MB08V9T\"><a href=\"#h_01K3K7J08VMPDBEDTA7MB08V9T\">How to do basic Stock screening: By Market and Industry</a></h3>\n</dt>\n<dd>This guide provides step-by-step instructions on how to screen stocks by country and market (filter by market), as well as by sector and industry (filter by industry).</dd>\n<dd>\n<strong>Step 1:</strong> Go to <strong>Screener</strong> at the top of the page or <span class=\"wysiwyg-underline\"><a href=\"https://simplywall.st/screener/create\" target=\"_blank\" rel=\"noopener noreferrer\">click here</a></span> to launch it now.<br><br><img src=\"https://support.simplywall.st/hc/article_attachments/11038742632719\" alt=\"image-20240920-061643.png\"><br><br>\n</dd>\n<dd>\n<strong>Step 2: </strong>In the “<strong>FILTER BY MARKET</strong>” click on the “<strong>Add</strong>” button to filter by country or market. This should bring up a list of countries and exchanges.<br><img src=\"https://support.simplywall.st/hc/article_attachments/11038742633487\" alt=\"image-20240920-061833.png\"><br><br>\n</dd>\n<dd>\n<strong>Step 3: </strong>Tick on your desired country or exchange to filter and then click on the “<strong>Done</strong>” button.<br><br><img src=\"https://support.simplywall.st/hc/article_attachments/10623128743439\" alt=\"image-20240522-103719.png\"><br><br>\n</dd>\n<dd>\n<strong>Step 4: </strong>In the “<strong>FILTER BY INDUSTRY</strong>” click on the “<strong>Add</strong>” button to start filtering stocks by industry.<br><img src=\"https://support.simplywall.st/hc/article_attachments/11038742635279\" alt=\"image-20240920-062028.png\"><br><br>\n</dd>\n<dd>\n<strong>Step 5: </strong>Tick on your desired industry or industries and then click on the “<strong>Done</strong>” button to see results.<br><img src=\"https://support.simplywall.st/hc/article_attachments/10623128744079\" alt=\"image-20240522-103756.png\"><br><br>\n</dd>\n</dl>\n<p> </p>\n<hr>\n<h2 id=\"h_01J7HZFMBNF9RV16JPM2EJEE6X\"><a href=\"#h_01J7HZFMBNF9RV16JPM2EJEE6X\">How to use the Advanced Filters</a></h2>\n<p>You can also apply Advanced Filters to screen stocks based on your preferred fundamental parameters.</p>\n<p>Click the \"<strong>Metrics</strong>\" button, then set the fundamental parameters according to your preferences. After adding filters, click the <strong>Done</strong> button.</p>\n<p><img src=\"https://support.simplywall.st/hc/article_attachments/11038751060879\" alt=\"image-20240920-062737.png\"></p>\n<h3 id=\"h_01J7HZMWK707TW42NZTPVS6ZF9\"><a href=\"#h_01J7HZMWK707TW42NZTPVS6ZF9\">Metrics included in the Advanced Filters</a></h3>\n<div class=\"accordion\">\n<h4 id=\"h_01JCHM3W4JDA1YSC2APKG8QPB1\"><a href=\"#h_01JCHM3W4JDA1YSC2APKG8QPB1\">Company</a></h4>\n</div>\n<div class=\"panel\">\n<ul>\n<li class=\"p1\">Risk Score (Number of identified risks)</li>\n<li class=\"p1\">7 Day Return (% change over the past 7 days)</li>\n<li class=\"p1\">30 Day Return (% change over the past 30 days)</li>\n<li class=\"p1\">90 Day Return (% change over the past 90 days)</li>\n<li class=\"p1\">1 Year Return (% change over the past year)</li>\n<li class=\"p1\">3 Year Return (% change over the past 3 years)</li>\n<li class=\"p1\">5 Year Return (% change over the past 5 years)</li>\n<li class=\"p1\">Market Cap</li>\n<li class=\"p1\">Share Price</li>\n<li class=\"p1\">5 Year Beta (Share Price Volatility compared to Market)</li>\n<li class=\"p1\">Days Since Listing (Number of days since listing or IPO)</li>\n<li class=\"p1\">Days Since Earnings Update (Number of days since last earnings)</li>\n<li class=\"p1\">Shares Outstanding (% change in number over the past year)</li>\n</ul>\n</div>\n<div class=\"accordion\">\n<h4 id=\"h_01K3K5FK322666Z3NSVSCDFB43\"><a href=\"#h_01JCHM3W4JDA1YSC2APKG8QPB1\">Valuation</a></h4>\n</div>\n<div class=\"panel\">\n<ul>\n<li>Share Price vs Fair Value (Discount to Discounted Cash Flow value)</li>\n<li class=\"p1\">Share Price vs Analyst Price Target (Discount to Analyst Price Target)</li>\n<li class=\"p1\">PE Ratio (Price to Earnings Ratio)</li>\n<li class=\"p1\">PS Ratio (Price to Sales Ratio)</li>\n<li class=\"p1\">PEG Ratio (Price to Earnings-to-growth Ratio)</li>\n<li class=\"p1\">PB Ratio (Price to Book Ratio)</li>\n<li class=\"p1\">PFCF Ratio (Price to Free Cash Flow Ratio)</li>\n<li class=\"p1\">EV to Ebitda (Enterprise Value to EBITDA Ratio)</li>\n<li class=\"p1\">EV to Sales (Enterprise Value to Sales Ratio)</li>\n<li>Analyst Count</li>\n</ul>\n</div>\n<div class=\"accordion\">\n<h4 id=\"h_01K3K5P6ATY3SAS4EJ81RSZV0M\"><a href=\"#h_01JCHM3W4JDA1YSC2APKG8QPB1\">Future Growth Estimate</a></h4>\n</div>\n<div class=\"panel\">\n<ul>\n<li class=\"p1\">Forecast Earnings Growth (Annual growth in Earnings over the next 3 years)</li>\n<li class=\"p1\">Forecast Revenue Growth (Annual growth in Revenue over the next 3 years)</li>\n<li class=\"p1\">1 Year Earnings Growth (Forecast Earnings growth in 1 year) |</li>\n<li class=\"p1\">1 Year Revenue Growth (Forecast Revenue growth in 1 year)</li>\n<li class=\"p1\">3 Year ROE Estimate (Return on Equity)</li>\n<li class=\"p1\">Forward PE Ratio (Forecast 1 year Price to Earnings Ratio)</li>\n<li class=\"p1\">Forward PS Ratio (Forecast 1 year Price to Sales Ratio)</li>\n<li class=\"p1\">Forward EV to Ebitda (Forecast 1 year Enterprise Value to EBITDA Ratio)</li>\n<li class=\"p1\">Forward EV to Sales (Forecast 1 year Enterprise Value to Sales Ratio)</li>\n</ul>\n</div>\n<div class=\"accordion\">\n<h4 id=\"h_01K3K5RYM1SAVDP62EMCP4D33Z\"><a href=\"#h_01JCHM3W4JDA1YSC2APKG8QPB1\">Past Performance</a></h4>\n</div>\n<div class=\"panel\">\n<ul>\n<li class=\"p1\">Annual Earnings Growth (Past 5 Year Annual Earnings Growth)</li>\n<li class=\"p1\">Annual Revenue Growth (Past 5 Year Annual Revenue Growth)</li>\n<li class=\"p1\">1 Year Earnings Growth (Last 1 Year Earnings Growth)</li>\n<li class=\"p1\">1 Year Revenue Growth (Last 1 Year Revenue Growth)</li>\n<li class=\"p1\">ROE Ratio (Return on Equity)</li>\n<li class=\"p1\">ROA Ratio (Return on Assets)</li>\n<li class=\"p1\">ROCE Ratio (Return on Capital Employed)</li>\n<li class=\"p1\">Profit Margin (Ratio of Earnings to Revenue)</li>\n<li class=\"p1\">Ebitda Margin (Ratio of Ebitda to Revenue)</li>\n<li>EPS (Earnings per Share)</li>\n</ul>\n</div>\n<div class=\"accordion\">\n<h4 id=\"h_01K3K5WB2THJ73FVB5N32JDJYD\"><a href=\"#h_01JCHM3W4JDA1YSC2APKG8QPB1\">Financial Health</a></h4>\n</div>\n<div class=\"panel\">\n<ul>\n<li class=\"p1\">Debt to Equity Ratio</li>\n<li class=\"p1\">Net Debt to Equity Ratio (Total debt less cash to shareholder equity)</li>\n<li class=\"p1\">Current Ratio (Current Assets to Current Liabilities Ratio)</li>\n</ul>\n</div>\n<div class=\"accordion\">\n<h4 id=\"h_01K3K5Y6BB1FQ9M840WMF5BMJ9\"><a href=\"#h_01JCHM3W4JDA1YSC2APKG8QPB1\">Dividends</a></h4>\n</div>\n<div class=\"panel\">\n<ul>\n<li class=\"p1\">Dividend Yield</li>\n<li class=\"p1\">Forecast Dividend Yield (Forecasted dividend yield in 3 years)</li>\n<li class=\"p1\">Buyback Yield (Percentage of market cap repurchased in the last year)</li>\n<li class=\"p1\">Total Shareholder Yield (Sum of dividend yield and buyback yield)</li>\n<li class=\"p1\">Dividend Growth (Annual growth rate of dividend payments over the past 3-10 years)</li>\n<li class=\"p1\">Payout Ratio (Percentage of earnings paid as dividends)</li>\n<li class=\"p1\">Cash Payout Ratio (Percentage of free cash flow paid as dividends)</li>\n<li class=\"p1\">Only show companies with an upcoming dividend payment</li>\n</ul>\n</div>\n<div class=\"accordion\">\n<h4 id=\"h_01K3K5ZQBXQA143VGHEKV7ZNP8\"><a href=\"#h_01JCHM3W4JDA1YSC2APKG8QPB1\">Management</a></h4>\n</div>\n<div class=\"panel\">\n<ul>\n<li class=\"p1\">Insider Buying Ratio (% of buying versus selling by insiders, 0% = all selling, 100% = all buying)</li>\n<li class=\"p1\">Percentage of insider ownership (% of total shares owned by insiders)</li>\n<li class=\"p1\">Only show companies with founders running the business</li>\n</ul>\n</div>\n<div class=\"accordion\">\n<h4 id=\"h_01K3K61JJ7PRXKMXR08DR7MK30\"><a href=\"#h_01JCHM3W4JDA1YSC2APKG8QPB1\">Other</a></h4>\n</div>\n<div class=\"panel\">\n<ul>\n<li class=\"p1\">Hide secondary listings (e.g. OTC stocks)</li>\n<li class=\"p1\">Include ETF's &amp; Funds</li>\n<li class=\"p1\">Hide companies with low analyst coverage (Please use the \"Analyst Count\" filter above)</li>\n<li class=\"p1\">Only show companies with recent price volatility</li>\n<li class=\"p1\">Show companies with currency different to exchange</li>\n</ul>\n</div>\n<hr>\n<h2 id=\"h_01J842C2AH6PH695Q8DJS3WGZA\"><a href=\"#h_01J842C2AH6PH695Q8DJS3WGZA\">How to Filter by Snowflake</a></h2>\n<p>You can also filter by the snowflake score and shape. Just drag the pointers to adjust the Snowflake score and shape. Learn more about <a href=\"https://support.simplywall.st/hc/en-us/articles/360001740916-How-does-the-Snowflake-work\" target=\"_blank\" rel=\"noopener noreferrer\">how the snowflake works.</a></p>\n<p><img src=\"https://support.simplywall.st/hc/article_attachments/11038742639503\" alt=\"snowflake.gif\"></p>\n<p> </p>\n<hr>\n<h2 id=\"h_01JARXQ4HPFTZ35BC730SVZTR2\"><a href=\"#h_01JARXQ4HPFTZ35BC730SVZTR2\">How to Filter Stocks by Searching Keywords</a></h2>\n<p>The keywords field enables you to filter stocks based on the terms you enter. For example, you can input terms like 'artificial intelligence' or 'autonomous driving,' among others. Please note that this feature is currently in the beta stage. For learn more and see additional samples in this separate guide for <a href=\"https://support.simplywall.st/hc/en-us/articles/10991433774735\" target=\"_blank\" rel=\"noopener noreferrer\">Screening Stocks Using Keywords</a>.</p>\n<p><img src=\"https://support.simplywall.st/hc/article_attachments/11038637161743\" alt=\"keywords (1).gif\"></p>\n<p> </p>\n<hr>\n<h2 id=\"h_01J843SJ4WF52ATZVJR58KVBC7\"><a href=\"#h_01J843SJ4WF52ATZVJR58KVBC7\">How to Sort Screener Results</a></h2>\n<p>The two dropdown menus on the right should allow you to sort the results in many different ways including market capitalization, total or individual snowflake scores, and other key metrics.</p>\n<p>The dropdown on the far right should allow you to choose the direction. For example, if you are looking for companies with the highest market capitalizations, simply click on “Market Cap” under “Sort by” and choose the direction as High to Low.</p>\n<p><img src=\"https://support.simplywall.st/hc/article_attachments/11038751063311\" alt=\"image-20240920-071708.png\"></p>\n<p> </p>\n<h3 id=\"h_01J843VBK3TK0ZVVPYQM0AS3MX\"><a href=\"#h_01J843VBK3TK0ZVVPYQM0AS3MX\">Toggling Between List and Grid Views</a></h3>\n<p style=\"margin-top: 15px;\">Simply click on the icon located to the right of the sorting option to switch between the two views.</p>\n<p><img src=\"https://support.simplywall.st/hc/article_attachments/11038742640911\" alt=\"toggle (1).gif\"></p>\n<p> </p>\n<hr>\n<h2 id=\"h_01K3K7QMCKEX07QHRNVFRWKWNE\"><a href=\"#h_01K3K7QMCKEX07QHRNVFRWKWNE\">How to Save a Screener</a></h2>\n<p>Once you have finished filtering stocks, you can save the screener by clicking on “<strong>Save Screener</strong>” and providing a name and description before clicking “<strong>Confirm</strong>”. This way you can come back to this saved screener whenever you wish to, without having to set the same parameters again.</p>\n<p>Another advantage of saving a screener is that you will benefit from our so-called Screener Alert. You get notified whenever a new company matches the criteria you have set for your filter.</p>\n<p><img src=\"https://support.simplywall.st/hc/article_attachments/10801676293007\" alt=\"image-20240920-072434.png\"></p>\n<p><img src=\"https://support.simplywall.st/hc/article_attachments/10801676293647\" alt=\"image-20240920-072508.png\"></p>\n<h4 id=\"h_01JH1NEY3DY8FRBERZ1ZEG1VAC\"> </h4>\n<h3 id=\"01J8KQWVQ408SQRNEARW8YS069\"><a href=\"#01J8KQWVQ408SQRNEARW8YS069\">Accessing Your Saved Screener</a></h3>\n<p>There are two ways to access your saved screeners and they are pretty straightforward:</p>\n<ol>\n<li>Within the <strong>Screener</strong>, just click on the ‘<strong>Stock Screener</strong>’ dropdown field and select your saved screener as demonstrated below.<br><br><img src=\"https://support.simplywall.st/hc/article_attachments/10821470906383\" alt=\"saved screener.gif\"><br><br>\n</li>\n<li>In the <strong>Dashboard</strong>, your saved screeners can also be accessed under \"<strong>My Screeners</strong>\" as shown in the screenshot below.<br><br><img src=\"https://support.simplywall.st/hc/article_attachments/10821470907663\" alt=\"image-20240920-073114.png\">\n</li>\n</ol>\n<p> </p>\n<hr>\n<h2 id=\"h_01J8P8J3XJKBE5RD02WX9BBSH3\"><a href=\"#h_01J8P8J3XJKBE5RD02WX9BBSH3\">Popular Screens and how to use them</a></h2>\n<p><strong>Popular Screens</strong> are curated pre-made screeners based on common and popular things that people like to screen for. Clicking on them automatically applies the filters and generates results.</p>\n<p><img src=\"https://support.simplywall.st/hc/article_attachments/10830063324943\" alt=\"popular screen.gif\"></p>\n<p>You can also find them in the <a href=\"https://simplywall.st/discover/investing-ideas\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Investing Ideas</strong></a> section under the <a href=\"https://simplywall.st/discover/investing-ideas\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Discover</strong></a> page.</p>\n<p><img src=\"https://support.simplywall.st/hc/article_attachments/10830043130255\" alt=\"image-20240920-073312.png\"></p>"}}