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What Is Stock Screener?
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
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Filters
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 Jones
Industrial or S&P 500. The stock indices track the performance
various 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). This
filter includes continents, countries or groups of countries such as
Brazil + 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
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Sorting: Yes; Export: Yes; Appearance: overview, snapshot, fullview
P/E
A popular valuation ratio of a company's current share price compared
to its per-share earnings (trailing twelve months). Low P/E value
indicates a stock is relatively cheap compared to its earnings. For
instance, a P/E value of 15 means that the current price equals the sum
of 15-year earnings per share. The average level varies across the
market. 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
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Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
Forward P/E
A measure of the price-to-earnings ratio using forecasted earnings for
the P/E calculation for the next fiscal year. If the earnings are
expected to grow in the future, the forward P/E will be lower than the
current P/E.
Forward P/E = Current Market Price / Forceasted Earnings Per Share
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Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
PEG
A ratio used to determine a stock's value while taking into account the
earnings' 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 over
the price/earnings ratio because it also takes growth into account. A
lower PEG ratio indicates that a stock is undervalued.
PEG = (P/E) / Annual EPS Growth
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Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
P/S
A ratio that reflects the value placed on sales by the market. It is
calculated by dividing the current closing price of the stock by the
dollar-sales value per share. The ratio is often used to value
unprofitable companies.
P/S = Current Market Price / Total Revenues Per Share
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Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
P/B
A ratio used to compare a stock's market value to its book value. It is
calculated by dividing the current closing price of the stock by the
latest quarter's book value per share. A lower P/B ratio could mean
that the stock is either undervalued or something is fundamentally
wrong with the company.
P/B = Current Market Price / (Total Assets - Total Liabilities)
P/B = Current Marker Price / (Total Common Equity / Total Common Shares Outstanding)
Book Value = (Total Assets - Total Liabilities) = Share Holder's Equity
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Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
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.
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P/C = Current Market Price / Cash per Share
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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.
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P/FCF = Current Market Price / Cash Flow per Share
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Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
EPS, EPS growth this year
EPS is the portion of a company's profit allocated to each outstanding
share of common stock. EPS serves as an indicator of a company's
profitability and is generally considered to be the single most
important variable in determining a share's price. It is also a major
component 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
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Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
EPS growth next year
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 increase in the last quarter.
Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
Sales growth qtr over qtr
Company's total revenues increase in the last quarter.
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
The dividend yield equals the annual dividend per share divided by the
stock’s price. This measurement tells what percentage return a company
pays out to shareholders in the form of dividends. Investors who
require a minimum stream of cash flow from their investment portfolio
can secure this cash flow by investing in stocks paying relatively
high, stable dividend yields.
Dividend Yield = Annual Dividend Per Share / Price Per Share
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Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
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
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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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Sorting: Yes; Export: Yes; Appearance: financial, fullview
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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Sorting: Yes; Export: Yes; Appearance: financial, fullview
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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Sorting: Yes; Export: Yes; Appearance: financial, fullview
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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Sorting: Yes; Export: Yes; Appearance: financial, fullview
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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Sorting: Yes; Export: Yes; Appearance: financial, fullview
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)
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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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Sorting: Yes; Export: Yes; Appearance: financial, fullview
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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Sorting: Yes; Export: Yes; Appearance: financial, fullview
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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Sorting: Yes; Export: Yes; Appearance: financial, fullview
Payout Ratio
The percentage of earnings paid to shareholders in dividends.
Payou Ratio = Dividends / Earnings
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Sorting: Yes; Export: Yes; Appearance: financial, fullview
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
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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 of
significant companies should also be watched carefully as they may have
great influence on the stock market overall.
Sorting: Yes; Export: Yes; Appearance: financial, snapshot, fullview
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
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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.
Sorting: Yes; Export: Yes; Appearance: performance, snapshot, fullview
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).
Sorting: Yes; Export: Yes; Appearance: technical, fullview
Change
The percentual difference between current close and previous close price.
Sorting: Yes; Export: Yes; Appearance: technical, fullview
Change from Open
The percentual difference between current close and today's open price.
Sorting: Yes; Export: Yes; Appearance: technical, fullview
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.
Sorting: No; Export: No; Appearance: fullview
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.
Sorting: No; Export: No; Appearance: fullview
Beta
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.
Sorting: Yes; Export: Yes; Appearance: technical, fullview
ATR
A measure of stock volatility. The Average True Range is a 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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Sorting: Yes; Export: Yes; Appearance: technical, fullview
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
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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
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Signals
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 over
past two weeks calculated by RSI(14) indicator. Generally, this means
that 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 calculated
by RSI(14) indicator. Oversold stocks may represent a buying
opportunity for investors. (Signal: 2op 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 20 stocks)
Chart Patterns
Stocks with the current price near strong chart patterns. (Signal: Top 100 stocks sorted by pattern strength)
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Other Data
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
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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
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