Table of Contents
- Understanding the Stock Screener and its Benefits
- Using the Screener
- Popular Screens and how to use them
Understanding the Stock Screener and its Benefits
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Filtering Stocks
- 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.
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Screener Alert
- If you save a screener, you will receive weekly notifications whenever new companies match the criteria that you've set.
- You can also easily view these newly matched companies within the Screener tool by clicking the button next to the results.
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Enabling Screener Alert
- 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.
Using the Screener
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How to do basic Stock screening: By Market and Industry
- 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).
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Step 1: Go to Screener at the top of the page or click here to launch it now.
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Step 2: In the “FILTER BY MARKET” click on the “Add” button to filter by country or market. This should bring up a list of countries and exchanges.
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Step 3: Tick on your desired country or exchange to filter and then click on the “Done” button.
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Step 4: In the “FILTER BY INDUSTRY” click on the “Add” button to start filtering stocks by industry.
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Step 5: Tick on your desired industry or industries and then click on the “Done” button to see results.
How to use the Advanced Filters
You can also apply Advanced Filters to screen stocks based on your preferred fundamental parameters.
Click the "Metrics" button, then set the fundamental parameters according to your preferences. After adding filters, click the Done button.
Metrics included in the Advanced Filters
- Risk Score (Number of identified risks)
- 7 Day Return (% change over the past 7 days)
- 30 Day Return (% change over the past 30 days)
- 90 Day Return (% change over the past 90 days)
- 1 Year Return (% change over the past year)
- 3 Year Return (% change over the past 3 years)
- 5 Year Return (% change over the past 5 years)
- Market Cap
- Share Price
- 5 Year Beta (Share Price Volatility compared to Market)
- Days Since Listing (Number of days since listing or IPO)
- Days Since Earnings Update (Number of days since last earnings)
- Shares Outstanding (% change in number over the past year)
- Share Price vs Fair Value (Discount to Discounted Cash Flow value)
- Share Price vs Analyst Price Target (Discount to Analyst Price Target)
- PE Ratio (Price to Earnings Ratio)
- PS Ratio (Price to Sales Ratio)
- PEG Ratio (Price to Earnings-to-growth Ratio)
- PB Ratio (Price to Book Ratio)
- PFCF Ratio (Price to Free Cash Flow Ratio)
- EV to Ebitda (Enterprise Value to EBITDA Ratio)
- EV to Sales (Enterprise Value to Sales Ratio)
- Analyst Count
- Forecast Earnings Growth (Annual growth in Earnings over the next 3 years)
- Forecast Revenue Growth (Annual growth in Revenue over the next 3 years)
- 1 Year Earnings Growth (Forecast Earnings growth in 1 year) |
- 1 Year Revenue Growth (Forecast Revenue growth in 1 year)
- 3 Year ROE Estimate (Return on Equity)
- Forward PE Ratio (Forecast 1 year Price to Earnings Ratio)
- Forward PS Ratio (Forecast 1 year Price to Sales Ratio)
- Forward EV to Ebitda (Forecast 1 year Enterprise Value to EBITDA Ratio)
- Forward EV to Sales (Forecast 1 year Enterprise Value to Sales Ratio)
- Annual Earnings Growth (Past 5 Year Annual Earnings Growth)
- Annual Revenue Growth (Past 5 Year Annual Revenue Growth)
- 1 Year Earnings Growth (Last 1 Year Earnings Growth)
- 1 Year Revenue Growth (Last 1 Year Revenue Growth)
- ROE Ratio (Return on Equity)
- ROA Ratio (Return on Assets)
- ROCE Ratio (Return on Capital Employed)
- Profit Margin (Ratio of Earnings to Revenue)
- Ebitda Margin (Ratio of Ebitda to Revenue)
- EPS (Earnings per Share)
- Debt to Equity Ratio
- Net Debt to Equity Ratio (Total debt less cash to shareholder equity)
- Current Ratio (Current Assets to Current Liabilities Ratio)
- Dividend Yield
- Forecast Dividend Yield (Forecasted dividend yield in 3 years)
- Buyback Yield (Percentage of market cap repurchased in the last year)
- Total Shareholder Yield (Sum of dividend yield and buyback yield)
- Dividend Growth (Annual growth rate of dividend payments over the past 3-10 years)
- Payout Ratio (Percentage of earnings paid as dividends)
- Cash Payout Ratio (Percentage of free cash flow paid as dividends)
- Only show companies with an upcoming dividend payment
- Insider Buying Ratio (% of buying versus selling by insiders, 0% = all selling, 100% = all buying)
- Percentage of insider ownership (% of total shares owned by insiders)
- Only show companies with founders running the business
- Hide secondary listings (e.g. OTC stocks)
- Include ETF's & Funds
- Hide companies with low analyst coverage (Please use the "Analyst Count" filter above)
- Only show companies with recent price volatility
- Show companies with currency different to exchange
How to Filter by Snowflake
You can also filter by the snowflake score and shape. Just drag the pointers to adjust the Snowflake score and shape. Learn more about how the snowflake works.
How to Filter Stocks by Searching Keywords
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 Screening Stocks Using Keywords.
How to Sort Screener Results
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.
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.
Toggling Between List and Grid Views
Simply click on the icon located to the right of the sorting option to switch between the two views.
How to Save a Screener
Once you have finished filtering stocks, you can save the screener by clicking on “Save Screener” and providing a name and description before clicking “Confirm”. This way you can come back to this saved screener whenever you wish to, without having to set the same parameters again.
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.
Accessing Your Saved Screener
There are two ways to access your saved screeners and they are pretty straightforward:
- Within the Screener, just click on the ‘Stock Screener’ dropdown field and select your saved screener as demonstrated below.
- In the Dashboard, your saved screeners can also be accessed under "My Screeners" as shown in the screenshot below.
Popular Screens and how to use them
Popular Screens 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.
You can also find them in the Investing Ideas section under the Discover page.