Screener Tutorial
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Using StockInvest.us Advanced Screener you can sort, filter, and customize your results, add tickers to your watchlist, save custom screeners, and export data for offline analysis.
Screener Tips
These tips provide concise insights into different investing strategies, offering key filters to refine your stock selection process. Discover criteria that align with your approach, whether you're focused on value, growth, momentum, or high-yield dividends.
Fundamental Analysis-Based Investing
VALUE INVESTING
Filters:
P/E Ratio
P/B Ratio
Dividend Yield
Market Cap
Why: Targets stocks undervalued by the market but with strong fundamentals. A low P/E and P/B ratio combined with a decent dividend yield can identify potential bargains.
GROWTH INVESTING
Filters:
EPS Growth
Rev. Growth Rate
P/E Ratio (Higher Range)
Market Cap
Why: Focuses on companies expected to grow at an above-average rate compared to their industry or the overall market, even if their P/E ratios are high.
DIVIDEND INVESTING
Filters:
Dividend Yield (High)
Dividend Payout Ratio
Market Cap
Debt to Equity
Why: Identifies stable, high dividend-paying stocks. A sustainable dividend payout ratio and low debt are key for long-term dividend investment.
BLUE-CHIP INVESTING
Filters:
Market Cap (High)
Dividend Yield
ROE
P/E Ratio
Why: Targets well-established companies with stable earnings, good for conservative investors seeking steady growth and dividends.
SMALL-CAP GEMS
Filters:
Market Cap (Low)
EPS Growth
Rev. Growth Rate
Volume
Why: Looks for smaller companies with high growth potential, suited for investors willing to accept higher risk for potentially higher rewards.
QUALITY INVESTING
Filters:
ROE (High)
P/B Ratio (Low to Medium)
Dividend Yield
EPS Growth
Why: Combines profitability, value, and growth metrics to find high-quality companies likely to sustain performance.
STABLE GROWTH MIX
Filters:
EPS Growth (Stable)
Dividend Yield (Moderate)
Market Cap (Large)
P/E Ratio (Reasonable)
Why: Balances growth and income by targeting large-cap stocks with steady earnings growth and moderate dividends.
Technical and Trend-Focused Investing
MOMENTUM INVESTING
Filters:
Trend Direction
Position in Trend
Change % 1M
RSI 14
Why: Capitalizes on the continuation of existing market trends. Stocks in an uptrend with strong momentum indicators are preferred.
SECTOR ROTATION
Filters:
Sector
Change % 1W
Volume Direction
Liquidity
Why: Enables investors to move into sectors showing strength and out of weakening ones, based on recent performance and liquidity for easy entry/exit.
TECHNICAL ANALYSIS
Filters:
MA Cross 7/35 Signal
MA Cross 35/100 Signal
RSI 21
Volume
Why: Leverages moving average crossovers and relative strength index for timing entry and exit points, supported by high trading volume.
HIGH BETA STOCKS
Filters:
Beta (Above 1)
Market Cap
Volume
Trend Direction
Why: Identifies stocks that are more volatile than the market. Suitable for active traders looking for significant price movements.
TECHNICAL BREAKOUTS
Filters:
Bollinger Signal
Volume (High)
Trend Direction (Up)
Pivot Signal
Why: Identifies stocks breaking out of their trading range, which could signal the start of a significant trend.
GOLDEN CROSS STRATEGY
Filters:
MA Cross 35/100 Signal (Golden)
Volume (Above Average)
Trend Direction (Up)
Why: Targets stocks experiencing a bullish crossover, indicating potential long-term upward momentum.
BREAKOUT GROWTH STOCKS
Filters:
EPS Growth (High)
Rev. Growth Rate (High)
Volume (High)
MA Cross 7/35 Signal (Golden)
Why: Identifies high-growth companies that are breaking out of consolidation phases, indicating strong upward momentum.
Market Condition Responsive Investing
CONTRARIAN INVESTING
Filters:
P/E Ratio (Low)
Market Cap
Change % 1M (Negative)
RSI 14 (Below 30)
Why: Looks for stocks that are possibly undervalued due to recent declines, aiming to buy low in anticipation of a rebound.
LOW VOLATILITY INVESTING
Filters:
Beta (Below 1)
Dividend Yield
Market Cap
Trend Direction (Stable)
Why: Focuses on stocks that are less volatile than the market, offering potentially steadier returns and lower risk.
HIGH LIQUIDITY STOCKS
Filters:
Liquidity
Volume
Market Cap
Trend Direction (Stable)
Why: Identifies stocks that are easy to buy or sell in the market without affecting the price too much, essential for large volume traders.
DEFENSIVE STOCKS
Filters:
Sector (Utilities, Healthcare)
Dividend Yield (High)
Volatility (Low)
Trend Direction (Stable)
Why: Focuses on sectors that tend to perform well during market downturns, providing a buffer against volatility with steady dividends.
SAFE HAVENS
Filters:
Sector (Consumer Staples, Healthcare)
Volatility (Low)
Dividend Yield
P/E Ratio (Reasonable)
Why: Identifies stocks that are likely to provide stability and consistent dividends, even in uncertain economic times.
INFLATION RESISTANT STOCKS
Filters:
Sector (Consumer Staples, Utilities)
Dividend Yield (High)
Debt to Equity (Low)
P/E Ratio (Stable)
Why: Identifies sectors and stocks likely to perform well or remain stable during inflationary periods, focusing on essentials with strong dividends.
DISTRESSED ASSETS
Filters:
Net Profit Margin (Low)
Debt to Equity (High)
Market Cap (Small)
Trend Direction (Down)
Why: Searches for companies that are financially distressed, offering speculative opportunities for turnaround or restructuring plays.
Specialized Sector or Theme Investing
SUSTAINABLE INVESTING
Filters:
Net Profit Margin
Return On Equity
Debt to Equity
Why: Focuses on companies with strong fundamentals.
EMERGING MARKETS FOCUS
Filters:
Market Cap (Mid to Low)
Sector (Specific to Emerging Markets)
Rev. Growth Rate
P/E Ratio
Why: Aims at identifying growth opportunities in emerging markets, which might offer higher growth potential compared to developed markets.
PATENT & INNOVATION LEADERS
Filters:
Industry (Technology, Biotech)
EPS Growth
Rev. Growth Rate
P/E Ratio (Higher Range)
Why: Focuses on industries where innovation is key, targeting companies with strong growth prospects due to new patents or products.
ESG (ENVIRONMENTAL, SOCIAL, GOVERNANCE) INVESTING
Filters:
Industry (Renewables, Sustainable Goods)
Net Profit Margin
ROE
Debt to Equity
Why: Targets companies that meet certain environmental, social, and governance criteria, appealing to socially conscious investors.
RENEWABLE ENERGY INVESTMENT
Filters:
Industry (Renewable Energy)
EPS Growth
Rev. Growth Rate
P/E Ratio (Variable)
Why: Focuses on renewable energy companies with growth potential, catering to investors interested in sustainable energy sectors.
BIOTECH BREAKTHROUGHS
Filters:
Industry (Biotechnology)
EPS Growth (High or Negative)
RSI 14
Volume (High)
Why: Aims at biotech companies that may be on the brink of major breakthroughs, accepting the high risk and volatility in anticipation of high rewards.
ARTIFICIAL INTELLIGENCE AND TECH INNOVATION
Filters:
Industry (Technology, AI)
Rev. Growth Rate (High)
Market Cap
P/E Ratio (High)
Why: Targets companies at the forefront of technological and AI innovations, suited for investors seeking exposure to cutting-edge sectors.
REAL ESTATE INVESTMENT TRUSTS (REITS)
Filters:
Industry (Real Estate)
Dividend Yield (High)
Market Cap
P/B Ratio
Why: Focuses on REITs that offer high dividend yields and are trading at reasonable valuations, attractive for income investors.
PRECIOUS METALS AND MINERS
Filters:
Industry (Metals & Mining)
P/B Ratio
Dividend Yield
Market Cap
Why: For those looking to hedge against market volatility or inflation with investments in precious metals and their mining companies.
Event and Opportunity-Driven Investing
INSIDER TRADING INSIGHTS
Filters:
Insider Power (High)
P/E Ratio
Market Cap
Volume
Why: Uses insider buying as a positive signal on the company’s future prospects. Best used in conjunction with fundamental analysis.
EARNINGS MOMENTUM
Filters:
Earnings Date
Change % 1D (Post Earnings)
Volume (Post Earnings)
Trend Direction
Why: Aims to capitalize on stock price movements following earnings announcements, using increased volume and positive change as indicators.
SWING TRADING
Filters:
ATR
RSI 14
Pivot Signal
Volume
Why: Ideal for identifying stocks with high volatility and clear support/resistance levels, suitable for short to medium-term trading strategies.
RECOVERY PLAYS
Filters:
Change % 1M (Negative)
RSI 14 (Below 30)
Debt to Equity (Low)
Volume (Increasing)
Why: Targets companies that have recently underperformed but show signs of rebounding, with solid financial health and increasing investor interest.
CYCLICAL STOCKS OPPORTUNITY
Filters:
Sector (Cyclical)
Trend Direction
RSI 21
Change % 1M
Why: Aims to capitalize on sectors that perform well during economic expansions, using technical indicators to time entry and exit.
FOREIGN MARKET EXPLORERS
Filters:
Market Cap
P/E Ratio
Sector/Industry (Specific to non-US markets)
Volume
Why: Identifies potential investment opportunities in foreign companies listed on US exchanges, offering diversification.
TURNAROUND CANDIDATES
Filters:
Net Profit Margin (Improving)
Debt to Equity (Decreasing)
RSI 14 (Below 50, improving)
Volume (Increasing)
Why: Targets companies showing signs of operational improvement and investor interest, potentially leading to a turnaround in stock performance.
SHORT SQUEEZE OPPORTUNITIES
Filters:
Short Interest (High)
RSI 14 (Above 60)
Volume (Increasing)
Change % 1W (Positive)
Why: Aims to capitalize on potential short squeezes, where stocks with high short interest see rapid price increases due to short covering.
EFFICIENT MARKET THEORY SKEPTICS
Filters:
Market Cap
P/E Ratio (Below Industry Average)
Insider Power (Positive)
Trend Direction (Up)
Why: Targets undervalued stocks that may be overlooked by the market, based on fundamentals and insider buying trends.
Income and Stability-Focused Investing
INCOME GENERATING STOCKS
Filters:
Dividend Yield (High)
Dividend Payout Ratio (Sustainable)
Market Cap (Large)
Trend Direction (Stable)
Why: Focuses on large, stable companies with a consistent dividend payout, suitable for income-focused investment strategies.
INDUSTRY LEADERS
Filters:
Market Cap (Top 25% within Industry)
ROE (High)
EPS Growth
Sector/Industry
Why: Isolates the leading companies within specific sectors or industries based on size, profitability, and growth, often considered safer investments.
Strategic Trading and Speculative Opportunities
OVERSOLD CONDITIONS
Filters:
RSI 14 (Below 30)
Volume (Increasing)
Change % 1D (Positive)
Trend Direction (Reversing)
Why: Looks for stocks that have been oversold and are beginning to reverse, indicating potential for a short-term rally.
HIGH RISK, HIGH REWARD
Filters:
Beta (Above 2)
Rev. Growth Rate (High)
EPS Growth (High)
Volume (Above Average)
Why: For investors seeking aggressive growth, focuses on highly volatile stocks with potential for substantial returns.
MARKET SENTIMENT PLAYS
Filters:
Change % 1D
Volume (High)
Trend Direction (Positive)
Social Media Sentiment (Positive, if available)
Why: Leverages short-term market sentiment and volume spikes as indicators of potential stock movements, ideal for active traders.
LOW FLOAT RUNNERS
Filters:
Market Cap (Small)
Float (Low)
Volume (Increasing)
Change % 1D (Positive)
Why: Identifies small-cap stocks with limited shares available for trading, which can move quickly on volume spikes.
LEVERAGED BUYOUT (LBO) CANDIDATES
Filters:
Debt to Equity (Low)
P/E Ratio (Low)
Market Cap (Mid to Small)
Industry/Sector
Why: Identifies potential targets for leveraged buyouts based on financial stability, valuation, and size, appealing to speculative investors.
Global Diversification
GLOBAL DIVERSIFICATION
Filters:
Market Cap
P/E Ratio
Country/Region (Outside US)
Sector/Industry
Why: Offers investors a way to diversify their portfolio internationally, focusing on companies based outside the US across various sectors.