Criteria available for Stock Screener

There are several categories of criteria available for screening stocks. Here are screenshots of each category: Region, Industry, Peer-Based Attributes, Company-Specific Metrics, Scores

Region

This category includes Geographic Region, Country & the Exchange on which the security is traded.  

StockScreener-Region-Criteria.png

Industry

This category includes 21 Sector Groups and Industry Groups nested within this sector. 

Stock Screener-Industry-Criteria.png

Peer-based Attributes

These can be accessed by clicking on the "+Add Criteria" Tab and include over a dozen attributes based on our analysis of the company. Our classification of a company by an attribute is entirely transparent and visible when you click to choose attributes. For example, if you wish to screen for stocks with a "Rising" stock price performance, you'll notice that you're given four possible choices for "Share Price Performance" and each is defined.  Stock-screener-Peer-based_Attributes-3.png

Company-specific Metrics

Also accessed by clicking on the "+Add Criteria" Tab, these include a dozen metrics like Market Cap, P/E ratio etc. Once you click "+Add Criteria" for "Market Cap" (or any other Company-specific Metrics) you'll be given the chance to put in the $ amounts you're interested in screening for.Stock_Screener-Company_Specific_Metrics.png

 

The Stock Screener allows you to choose multiple criteria from multiple categories at once and save the results of the screen. We also have an example on how to screen for a stock and a film on our youtube channel on the same topic.

 

Full List of Criteria

(full list of each category follows)

  1. Peer-based Attributes
  2. Company-Specific Metrics
  3. Region; Country
  4. Sector Group; Industry Group

 

Peer-based Attributes

Share Price Performance

  • Leading
  • Fading
  • Lagging
  • Rising

Relative Valuation

  • P/B above peers
  • P/B below peers

 

Valuation Characteristics

  • Outperforming
  • Harvesting
  • Challenged
  • Turnaround


Operating Model

  • Dominant
  • Volume Driven
  • Problematic
  • Margin Driven

 

Earnings Leverage

  • Leader
  • Earnings Focus
  • Laggard
  • Revenues Focus

 

Sustainability of Returns

  •  Sustainable
  • Eroding
  • Questionable
  • Improving

 

Drivers of Margins

  • Differentiated; Low Cost
  • Differentiated; High Cost
  • Commodity; High Cost
  • Commodity; Low Cost

 

Growth Expectations

  • Superior
  • Expected Decline
  • Substandard
  • Strategic Play

 

Capital Investment Strategy

  • Supporting Growth
  • Milking the Business
  • Maintenance Mode
  • Betting on Future

 

Borrowing Capacity

  • Some Capacity
  • Quick and Able
  • Limited Flexibility
  • Constrained

 

Dividend Quality

  • High Quality
  • Medium Quality
  • Low Quality
  • Dividend Quality Not Available

 

Dividend Quality Trend

  • Consistent High Quality
  • Persistent Low Quality

 

Dividend Coverage

  • Strong
  • Moderate
  • Weak

 

Accounting Quality

  • Conservative Accounting
  • Aggressive Accounting
  • Non-Cash Earnings
  • Possible Sandbagging

 

Management of Reserves

  • Strong Buildup
  • Modest Buildup
  • Strong Drain
  • Modest Drain

 

Dividend Action

  • Dividend Increase
  • Dividend Decrease
  • Dividend Initiation
  • Dividend Not Present

 

Equity Action

  • Share Buyback

 

M&A Action

  • Target
  • Acquirer

 

 

Company-Specific Metrics

 

Market Cap ($ Mil)

P/E Ratio

Price to Book

52 Week Price Change (%)

Previous Day Closing Price ($)

Dividend Yield (%)

Annual Revenues ($ Mil)

One Year Revenue Growth (%)

Price to Sales

One Year Net Income Growth (%)

Operating Profit (EBIT) Margin (%)

Net Profit Margin (%)

 

Company Scores

Fundamental Analysis Score

Dividend Quality Score

 

Region

 

Asia ex-Japan

  • Bangladesh
  • China
  • Indonesia
  • Hong Kong
  • India
  • Malaysia
  • Taiwan
  • Pakistan
  • Thailand
  • South Korea
  • Sri Lanka
  • Vietnam
  • Singapore
  • Philippines

 

Australasia

  • Australia
  • New Zealand

 

Eastern Europe

  • Romania
  • Ukraine
  • Kazakhstan
  • Russia
  • Czech Republic
  • Estonia
  • Serbia
  • Cyprus
  • Slovenia
  • Macedonia
  • Poland
  • Hungary
  • Latvia
  • Slovak Republic
  • Turkey
  • Croatia
  • Bulgaria
  • Lithuania

 

Emerging Markets Africa

  • Botswana
  • Tanzania
  • Zimbabwe
  • Morocco
  • Ghana
  • Nigeria
  • Ivory Coast
  • Zambia
  • Namibia
  • Uganda
  • Malawi
  • South Africa
  • Mauritius
  • Kenya
  • Tunisia

 

Emerging Markets Middle East

  • United Arab Emirates
  • Kuwait
  • Palestine
  • Lebanon
  • Saudi Arabia
  • Qatar
  • Israel
  • Jordan
  • Oman
  • Bahrain

 

Japan

  • Japan

 

Latin America

  • Argentina
  • Brazil
  • Mexico
  • Venezuela
  • Chile
  • Trinidad & Tobago
  • Ecuador
  • Peru
  • Bermuda
  • Jamaica
  • Columbia
  • Bolivia

 

North America

  • United States
  • Canada

 

Western Europe

  • Germany
  • United Kingdom
  • Iceland
  • Austria
  • Ireland
  • Spain
  • Sweden
  • Norway
  • Netherlands
  • Malta
  • France
  • Greece
  • Finland
  • Switzerland
  • Portugal
  • Denmark
  • Luxembourg
  • Belgium
  • Italy

 

 

Industry (Sector Group & Industry Group)

 

Commercial Services

  • Miscellaneous Commercial Services
  • Advertising/Marketing Services
  • Financial Publishing/Services
  • Personnel Services
  • Commercial Printing/Forms

 

Communications

  • Specialty Telecommunications
  • Major Telecommunications
  • Wireless Telecommunications

 

Consumer Durables

  • Other Consumer Specialties
  • Homebuilding
  • Electronics/Appliances
  • Recreational Products
  • Tools & Hardware
  • Motor Vehicles
  • Automotive Aftermarket
  • Home Furnishings

 

Consumer Non-Durables

  • Beverages: Alcoholic
  • Beverages: Non-Alcoholic
  • Household/Personal Care
  • Tobacco
  • Apparel/Footwear
  • Food: Specialty/Candy
  • Food: Meat/Fish/Dairy
  • Consumer Sundries
  • Food: Major Diversified

 

Consumer Services

  • Broadcasting
  • Other Consumer Services
  • Casinos/Gaming
  • Media Conglomerates
  • Cable/ Satellite TV
  • Publishing: Newspapers
  • Movies/ Entertainment
  • Hotels/ Resorts/ Cruiselines
  • Restaurants
  • Publishing: Books/ Magazines

 

Distribution Services

  • Food Distributors
  • Medical Distributors
  • Electronics Distributors
  • Wholesale Distributors

 

Electronic Technology

  • Aerospace & Defense
  • Computer Processing Hardware
  • Computer Peripherals
  • Electronic Production Equipment
  • Telecommunications Equipment
  • Electronic Equipment/Instruments
  • Electronic Components
  • Semiconductors
  • Computer Communications

 

Energy Minerals

  • Oil Refining/Marketing
  • Integrated Oil
  • Coal
  • Oil & Gas Production

 

Finance

  • Multi-Line Insurance
  • Regional Banks
  • Investment Managers
  • Life/Health Insurance
  • Specialty Insurance
  • Property/Casualty Insurance
  • Savings Banks
  • Finance/Rental/Leasing
  • Real Estate Development
  • Financial Conglomerates
  • Real Estate Investment Trusts
  • Investment Banks/Brokers
  • Insurance Brokers/Services
  • Major Banks

 

Health Services

  • Managed Health Care
  • Services to the Health Industry
  • Hospital/Nursing Management
  • Medical/Nursing Services

 

Health Technology

  • Pharmaceuticals: Major
  • Pharmaceuticals: Other
  • Pharmaceuticals: Generic
  • Biotechnology

 

Industrial Services

  • Contract Drilling
  • Environmental Services
  • Oil & Gas Pipelines
  • Oilfield Services/Equipment
  • Engineering & Construction

 

Industrial Services

  • Contract Drilling
  • Environmental Services
  • Oil & Gas Pipelines
  • Oilfield Services/Equipment
  • Engineering & Construction

 

Miscellaneous

  • Investment Trusts/Mutual Funds
  • Miscellaneous

 

Non-Energy Minerals

  • Forest Products
  • Precious Metals
  • Steel
  • Construction Materials
  • Other Metals/Minerals
  • Aluminum

 

Process Industries

  • Chemicals: Specialty
  • Agricultural Commodities/Milling
  • Pulp & Paper
  • Containers/Packaging
  • Industrial Specialties
  • Chemicals: Major Diversified
  • Chemicals: Agricultural
  • Textiles

 

Producer Manufacturing

  • Industrial Conglomerates
  • Industrial Machinery
  • Auto Parts: OEM
  • Office Equipment/Supplies
  • Building Products
  • Trucks/Construction/Farm Machinery
  • Metal Fabrication
  • Electrical Products
  • Miscellaneous Manufacturing

 

Retail Trade

  • Apparel/Footwear Retail
  • Department Stores
  • Food Retail
  • Drugstore Chains
  • Specialty Stores
  • Catalog/Specialty Distribution
  • Home Improvement Chains
  • Internet Retail
  • Discount Stores
  • Electronics/Appliance Stores

 

Technology Services

  • Information Technology Services
  • Internet Software/Services
  • Packaged Software
  • Data Processing Services

 

Transportation

  • Airlines
  • Railroads
  • Air Freight/Couriers
  • Marine Shipping
  • Other Transportation
  • Trucking

 

Utilities

  • Alternative Power Generation
  • Electric Utilities
  • Water Utilities
  • Gas Distributors 
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