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
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
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
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 / 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 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
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
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 Market Price / (Total Common Equity / Total Common Shares Outstanding)
Book Value = (Total Assets - Total Liabilities) = Share Holder's Equity
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.
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 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
Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
EPS growth this fiscal year (GAAP)
EPS estimate for this fiscal year.
Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
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.
Sorting: Yes; Export: Yes; Appearance: fundamental, snapshot, fullview
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 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.
If there is no forward dividend estimate available, trailing twelve month (TTM) value is used.
Dividend Yield = Annual Dividend Per Share / Price Per Share
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
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)
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.
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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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
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)
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)
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
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
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
Sorting: Yes; Export: Yes; Appearance: financial, fullview
Payout Ratio
The percentage of earnings paid to shareholders in dividends.
Payout Ratio = Dividends / Earnings
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
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
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 (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.
Sorting: Yes; Export: Yes; Appearance: technical, fullview
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).
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
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
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: 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 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
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