Help - Screener (2024)

Stock Screener searches through large amount of stock data and returns a list of stocks that match one or more selected criteria - called filters.

FINVIZ screener's core features:

  • full integration of fundamental and technical analysis
  • rich-information output, multiple views
  • fast navigation, instant update

The list of all criteria available for screening can be accessed through the filters expand-collapse button. For a faster work flow, various combinations of filters can be saved as a preset and can be accessed from the screener's menu afterwards.


Exchange

The stock exchange on which a company is listed. All stocks listed on:National Association of Securities Dealers Automated Quotation(NASDAQ), New York Stock Exchange (NYSE) and American Stock Exchange(AMEX) are available.
Sorting: No; Export: No; Appearance: fullview

Index

A stock's membership in a major stock exchange index such as Dow JonesIndustrial or S&P 500. The stock indices track the performancevarious segments of the market.
Sorting: No; Export: No; Appearance: fullview

Sector

Companies are divided into several groups - sectors - according to their business activities.
Sorting: Yes; Export: Yes; Appearance: overview, snapshot, fullview

Industry

Companies in a common sector are further divided by products and services into smaller groups - industries.
Sorting: Yes; Export: Yes; Appearance: overview, snapshot, fullview

Country

The geographic location of a company (listed on U.S. markets). Thisfilter includes continents, countries or groups of countries such asBrazil + Russia + India + China (BRIC).
Sorting: Yes; Export: Yes; Appearance: overview, snapshot, fullview

Market Cap.

The total dollar value of all of a company's outstanding shares. Market capitalization is a measure of corporate size.

Market Capital = Current Market Price * Number Of Shares Outstanding
Shares Outstanding = Total Number Of Shares - Shares Held In Treasury
Float = Shares Outstanding - Insider Shares - Above 5% Owners - Rule 144 Shares

Sorting: Yes; Export: Yes; Appearance: overview, snapshot, fullview

P/E

A popular valuation ratio of a company's current share price comparedto its per-share earnings (trailing twelve months). Low P/E valueindicates a stock is relatively cheap compared to its earnings. Forinstance, a P/E value of 15 means that the current price equals the sumof 15-year earnings per share. The average level varies across themarket. Therefore, P/E value should be compared per sector or industry.

P/E = Current Market Price / Earnings Per Share (EPS)
P/E = Average Common Stock Price / Net Income Per Share
EPS = (Net Income - Dividends On Preferred Stock) / Average Outstanding Shares

Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview

Forward P/E

A measure of the price-to-earnings ratio using forecasted earnings forthe P/E calculation for the next fiscal year. If the earnings areexpected to grow in the future, the forward P/E will be lower than thecurrent P/E.

Forward P/E = Current Market Price / Forecasted Earnings Per Share

Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview

PEG

A ratio used to determine a stock's value while taking into account theearnings' growth. PEG is used to measure a stock's valuation (P/E)against its projected 3-5 year growth rate. It is favored by many overthe price/earnings ratio because it also takes growth into account. Alower PEG ratio indicates that a stock is undervalued.

PEG = (P/E) / Annual EPS Growth

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P/S

A ratio that reflects the value placed on sales by the market. It iscalculated by dividing the current closing price of the stock by thedollar-sales value per share. The ratio is often used to valueunprofitable companies.

P/S = Current Market Price / Total Revenues Per Share

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P/B

A ratio used to compare a stock's market value to its book value. It iscalculated by dividing the current closing price of the stock by thelatest quarter's book value per share. A lower P/B ratio could meanthat the stock is either undervalued or something is fundamentallywrong with the company.

P/B = Current Market Price / (Total Assets - Total Liabilities)
P/B = Current Market Price / (Total Common Equity / Total Common Shares Outstanding)
Book Value = (Total Assets - Total Liabilities) = Share Holder's Equity

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Price/Cash

A ratio used to compare a stock's market value to its cash assets. It is calculated by dividing the current closing price of the stock by the latest quarter's cash per share.

P/C = Current Market Price / Cash per Share

Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview

Price/Free Cash Flow

A valuation metric that compares a company's market price to its level of annual free cash flow.

P/FCF = Current Market Price / Cash Flow per Share

Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview

EPS (ttm)

EPS is the portion of a company's profit allocated to each outstandingshare of common stock. EPS serves as an indicator of a company'sprofitability and is generally considered to be the single mostimportant variable in determining a share's price. It is also a majorcomponent of the P/E valuation ratio.

EPS = Total Earnings / Total Common Shares Outstanding (trailing twelve months)
EPS = (Net Income - Dividends On Preferred Stock) / Average Outstanding Shares
EPS Growth This Year = (EPS This Year - EPS Previous Year) / EPS Previous Year

Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview

EPS growth this fiscal year (GAAP)

EPS estimate for this fiscal year.
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EPS growth next fiscal year (GAAP)

EPS estimate for the next fiscal year.
Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview

EPS growth past 5 years

EPS annual growth over the past 5 fiscal years.
Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview

EPS growth next 5 years

EPS annual long-term estimate.
Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview

EPS growth qtr over qtr

EPS growth in the last quarter compared on a year-over-year basis.
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Sales growth qtr over qtr

Company's total revenues increase in the last quarter compared on a year-over-year basis.
Sorting: Yes; Export: Yes; Appearance: snapshot, fullview

Sales growth past 5 years

Anual sales increase over past 5 years.
Sorting: Yes; Export: Yes; Appearance: fundamental, fullview

Dividend Yield (Fiscal Year Estimate)

The dividend yield equals the annual dividend per share divided by thestock’s price. This measurement tells what percentage return a companypays out to shareholders in the form of dividends. Investors whor*quire a minimum stream of cash flow from their investment portfoliocan secure this cash flow by investing in stocks paying relativelyhigh, stable dividend yields.

If there is no forward dividend estimate available, trailing twelve month (TTM) value is used.

Dividend Yield = Annual Dividend Per Share / Price Per Share

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Return on Assets

An indicator of how profitable a company is relative to its total assets. ROA gives an idea as to how efficient management is at using its assets to generate earnings. Calculated by dividing a company's annual earnings by its total assets, ROA is displayed as a percentage.

ROA = Annual Earnings / Total Assets

Sorting: Yes; Export: Yes; Appearance: financial, fullview

Return on Equity

A measure of a corporation's profitability that reveals how much profit a company generates with the money shareholders have invested. Calculated as Net Income / Shareholder's Equity.

ROE = Annual Net Income / Share Holder's Equity
ROE = Annual Net Income / Book Value
ROE = Annual Net Income / (Total Assets - Total Liabilities)

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Return on Investment

Performance measure used to evaluate the efficiency of an investment or to compare the efficiency of a number of different investments. To calculate ROI, the benefit (return) of an investment is divided by the cost of the investment.

ROI = (Gain from Investment - Cost of Investment) / Cost of Investment.

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Current Ratio

A liquidity ratio that measures a company's ability to pay short-term obligations. Calculated as Current Assets / Current Liabilities.

Current Ratio = Current Assets / Current Liabilities

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Quick Ratio

An indicator of a company's short-term liquidity. The quick ratio measures a company's ability to meet its short-term obligations with its most liquid assets. The higher the quick ratio, the better the position of the company. Calculated as (Current Assets - Inventories) / Current Liabilities.

Quick Ratio = (Current Assets - Inventories) / Current Liabilities

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Long Term Debt/Equity

A measure of a company's financial leverage calculated by dividing its long term debt by stockholders' equity. It indicates what proportion of equity and debt the company is using to finance its assets.

LT Debt/Equity = Long Term Debt / (Share Holder's Equity)
LT Debt/Equity = Long Term Debt / (Total Assets - Total Liabilities)
LT Debt/Equity = Long Term Debt / (Book Value)

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Debt/Equity

A measure of a company's financial leverage calculated by dividing its liabilities by stockholders' equity. It indicates what proportion of equity and debt the company is using to finance its assets.

Debt/Equity = Current Liabilities / (Share Holder's Equity)
Debt/Equity = Current Liabilities / (Total Assets - Total Liabilities)
Debt/Equity = Current Liabilities / (Book Value)

Sorting: Yes; Export: Yes; Appearance: financial, fullview

Gross Margin

A company's total sales revenue minus its cost of goods sold, divided by the total sales revenue, expressed as a percentage. The gross margin represents the percent of total sales revenue that the company retains after incurring the direct costs associated with producing the goods and services sold by a company. The higher the percentage, the more the company retains on each dollar of sales to service its other costs and obligations.

Gross Margin = (Total Sales - Costs) / Total Sales

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Operating Margin

Operating margin is a measurement of what proportion of a company's revenue is left over after paying for variable costs of production such as wages, raw materials, etc. A healthy operating margin is required for a company to be able to pay for its fixed costs, such as interest on debt. Calculated as Operating Income / Net Sales.

Operating Margin = Operating Income / Net Sales

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Net Profit Margin

A ratio of profitability calculated as net income divided by revenues, or net profits divided by sales. It measures how much out of every dollar of sales a company actually keeps in earnings.

Net Profit Margin = Net Income / Revenues
Net Profit Margin = Net Profits / Sales

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Payout Ratio

The percentage of earnings paid to shareholders in dividends.

Payout Ratio = Dividends / Earnings

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Insider Ownership

% of shares currently owned by company management.
Sorting: Yes; Export: Yes; Appearance: ownership, snapshot, fullview

Insider Transactions

A company's shares being purchased or sold by its own management. Value represents % change in total insider ownership.
Sorting: Yes; Export: Yes; Appearance: ownership, snapshot, fullview

Institutional Ownership

% of shares currently owned by institutional investors.
Sorting: Yes; Export: Yes; Appearance: ownership, snapshot, fullview

Institutional Transactions

A company's shares being purchased or sold by financial institutions.Value represents % change in total institutional ownership.
Sorting: Yes; Export: Yes; Appearance: ownership, snapshot, fullview

Float Short

The number of shares short divided by total amount of shares float, expressed in %.
Sorting: Yes; Export: Yes; Appearance: ownership, snapshot, fullview

Analyst Recommendation

An outlook of a stock-market analyst on a stock.

Rating Scale: 1.0 Strong Buy, 2.0 Buy, 3.0 Hold, 4.0 Sell, 5.0 Strong Sell

Sorting: Yes; Export: Yes; Appearance: snapshot, fullview

Option/Short

Stocks with options and/or available to sell short.
Sorting: No; Export: No; Appearance: snapshot, fullview

Earnings Date

The company's nearest earnings-report date. The earnings reports ofsignificant companies should also be watched carefully as they may havegreat influence on the stock market overall.
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Performance

% Rate of return for a stock for a given time frame.

Performance values are based on the following time periods:

Performance 1 Week = Last 5 trading days
Performance 1 Month = Last 21 trading days
Performance 3 Months = Last 63 trading days
Performance 6 Months = Last 126 trading days
Performance 1 Year = Last 252 trading days

Sorting: Yes; Export: Yes; Appearance: performance, snapshot, fullview

Volatility

A statistical measure of the dispersion of returns for a given stock. Represents average daily high/low % range.
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RSI (14)

The Relative Strength Index (RSI) is a technical analysis oscillator showing price strength by comparing upward and downward close-to-close movements. It indicates oversold (buy signal) and overbought (sell signal) price levels for given stock.
Sorting: Yes; Export: Yes; Appearance: technical, fullview

Gap

The difference between yesterday's closing price and today's opening price. Gaps indicate either a lack of supply (gap-up) or demand (gap-down), and usually occur after major news events.
Sorting: Yes; Export: Yes; Appearance: technical, fullview

Simple Moving Average

Simple Moving Average calculated as an average of the last N-periods (20-Day, 50-Day, 200-Day).
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Change

The percentual difference between current close and previous close price.
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Change from Open

The percentual difference between current close and today's open price.
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High/Low

Low: Minimum of the lows during last n-periods (20-day, 50-day, 52-week).
High: Maximum of the highs during last n-periods (20-day, 50-day, 52-week).
Filter options represent a percentual distance from the record high/low price.
Sorting: Yes; Export: Yes; Appearance: technical, fullview

Pattern

A chart pattern is a distinct formation on a stock chart that creates a trading signal, or a sign of future price movements. Chartists use these patterns to identify current trends and trend reversals and to trigger buy and sell signals.
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Candle Stick

A candlestick pattern is a distinct formation of the Open, High, Low, and Close prices for given periods of time on a stock chart that creates a trading signal, or a sign of future price movements.
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Beta (5 Years)

A measure of a stock's price volatility relative to the market. An asset with a beta of 0 means that its price is not at all correlated with the market. A positive beta means that the asset generally follows the market. A negative beta shows that the asset inversely follows the market, decreases in value if the market goes up.

It is calculated as the slope of the 60 month regression line of the percentage price change of the stock relative to the percentage price change of the index.
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ATR

A measure of stock volatility. The Average True Range is an exponential moving average (14-days) of the True Ranges. The range of a day's trading is high-low, True Range extends it to yesterday's closing price if it was outside of today's range.

True Range = max(high,closeprev) - min(low,closeprev).

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Average Volume

The average number of shares traded in a security per day, during the recent 3-month period.
Sorting: Yes; Export: Yes; Appearance: performance, snapshot, fullview

Relative Volume

Ratio between current volume and 3-month average value, intraday adjusted.

Relative Volume = Current Volume / 3-month Average Volume

Sorting: Yes; Export: Yes; Appearance: performance, snapshot, fullview

Current Volume

Total number of shares traded for a given stock today, or during the last trading session.
Sorting: Yes; Export: Yes; Appearance: performance, snapshot, fullview

Price

The current stock price or the close price during the last trading session.
Sorting: Yes; Export: Yes; Appearance: performance, snapshot, fullview

Stocks can be screened by signals - special events - on which traders usually enter or exit positions.

Top Gainers

Stocks with the highest % price gain today. (Top 200 stocks)

Top Losers

Stocks with the highest % price loss today. (Signal: Top 200 stocks)

New High

Stocks making 52-week high today. (Signal: Top 200 stocks)

New Low

Stocks making 52-week low today. (Signal: Top 200 stocks)

Most Volatile

Stocks with the highest widest high/low trading range today. (Signal: Top 200 stocks)

Most Active

Stocks with the highest trading volume today. (Signal: Top 200 stocks)

Unusual Volume

Stocks with unusually high volume today - the highest relative volume ratio. (Signal: Top 200 stocks)

Overbought

Technical analysis term for stocks with extreme price increase overpast two weeks calculated by RSI(14) indicator. Generally, this meansthat a stock is becoming overvalued and may experience a pullback.(Signal: Top 200 stocks)

Oversold

Technical analysis term for stocks with extreme price decrease over past two weeks calculatedby RSI(14) indicator. Oversold stocks may represent a buyingopportunity for investors. (Signal: Top 100 stocks)

Downgrades

Stocks downgraded by analysts today. (Signal: All downgraded stocks)

Upgrades

Stocks upgraded by analysts today. (Signal: All upgraded stocks)

Earnings Before

Companies reporting earnings today, before market open. (Signal: All stocks with earnings report before today's open)

Earnings After

Companies reporting earnings today, after market close. (Signal: All stocks with earnings report after today's close)

Major News

Stocks with the highest news coverage today. (Signal: Top 40 stocks)

Chart Patterns

Stocks with the current price near strong chart patterns. (Signal: Top 100 stocks sorted by pattern strength)

Other stock data included in the screener's views, and stock's fullview.

Shares Outstanding

The total number of common shares currently owned by the public.

Shares Outstanding = Total Number Of Shares - Shares Held In Treasury

Shares Float

The total number of common shares currently owned by the public and available to be traded.

Shares Float = Shares Outstanding - Insider Shares - Above 5% Owners - Rule 144 Shares

Help - Screener (2024)

FAQs

What is an example of a screener question? ›

You can ask the following survey-screening question: “How would you describe the size of your dog?” Respondents who answer "Large" or "Extra Large" aren't a good match for your business. So you'd disqualify them from your survey while the rest of your respondents go on to the next page.

How to create screening questions? ›

11 Tips for Writing Screener Questions
  1. Keep it short. ...
  2. Start broad and get narrower. ...
  3. Stay away from the binary Yes / No questions. ...
  4. Do not ask leading questions. ...
  5. Ask qualifying questions at the beginning of the survey. ...
  6. Stay away from jargon and use simple language. ...
  7. Be very specific when defining frequencies.

How do you write a good screener question? ›

Screener survey best practices

Ask open-ended questions about behaviors, feelings, habits, and past actions.. Don't ask leading questions that hint at what the 'correct' answer might be. Avoid 'yes' or 'no' questions. Provide an 'other' option on multiple choice questions.

What are the five steps of screening? ›

Steps in the applicant screening process
  • Step 1: Skills testing.
  • Step 2: Resume screening.
  • Step 3: Interviews.
  • Step 4: Background check.
  • Step 5: Job trials.

What are the questions asked in screening test? ›

Here are some questions about experience and background:
  • In what areas are you most knowledgeable?
  • What are your strengths?
  • What kind of environment do you need to do your best work?
  • How do you work under pressure?
  • What's your leadership style?
  • Tell me about when you used leadership skills to get a job done.
Nov 30, 2023

What is an example of a screening process? ›

The screening process consists of several elements, most commonly: Screening questions on the job application. Resume screening to shortlist interview candidates. Interview screening including phone or video screening interviews and in-person interviews.

What are screening test questions? ›

A screening question is a particular kind of survey question that is asked specifically to filter out a specific sort of respondent from the entire sample. And it can help you find a new audience you never knew you had. Screening question is also referred to as screeners.

What is an example of a screening tool? ›

Examples of Screening Tests:

Pap smear, mammogram, clinical breast exam, blood pressure determination, cholesterol level, eye examination/vision test, and urinalysis.

How many questions should a screener survey have? ›

For the best completion rates, we recommend keeping your screener survey to under 15 questions. Screeners with more than 15 questions tend to have lower application rates, as they're more time consuming for participants to apply to.

How do you make a good screener? ›

How to write an effective screener
  1. Step 1: Define the traits of the participant(s) you are looking for. When thinking about the users of your product, you will likely come up with a number of categories of 'typical' users. ...
  2. Step 2: Structure your screener questions. ...
  3. Step 3: Build the screener.

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