How do I screen companies based on their financials or fundamental ratios?

Modified on Mon, 10 Aug, 2020 at 4:33 PM

In the Screener interface, you can use more than 150 financial criteria to screen companies based on their financials or fundamental ratios. To select your financial criteria, click the Financial Criteria tab in the left panel.

 

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Financial criteria options

  • Currency: currency used for financial filters (such as Market Cap).
  • Most Popular Criteria: most commonly used financial filters.
  • All Financial Criteria: all available financial filters grouped by categories.


How criteria are applied?

Up to 20 different financial criteria can be selected. For any financial criteria, the Min and Max values are optional. If neither is specified, the filter is ignored, but it is added in the Screen Results panel.

Make sure to click the green check box or the Apply button to validate your financial criteria.

The number of company matches is instantly shown for each filter. If no financial criteria are defined, the search is run on the entire universe of active companies.

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