Investing Strategies and Stock Screens

This page shows free stock screens that have been created by Fintel staff. You can subscribe to these screens or use them as a starting point to create your own.

Screen Performance
Basic Dividend Yield Screen

For investors desiring income over capital appreciation, companies that pay dividends regularly are a great way to generate a steady cash flow. As in any purchase, the goal is to get most value for your dollar, and with dividends, a key metric is dividend yield. The dividend yield is the annual dividend paid divided by the current share price. Higher yields are better. This stock screen finds all securities with a dividend yield greater than 4%.

-65.29%
Earnings Yield (> 30%)

Stocks with a high Earnings Yield.

-214.28%
Earnings Yield Leaders

Stocks with an Earnings (diluted) Yield greater than 10%.

-162.36%
Highly Institutional Put/Call Ratio

This screen uses the institutional put/call ratio to find highly shorted stocks. One popular way to "short" a stock is to buy put options on the equity. Institutions with over 100M in assets under management are required to disclose their put and call positions on a quarterly basis. When you divide the total puts by the total calls, you get the put/call ratio. High put/call ratios indicate a high degree of shorting.

-10.15%
High Net Insider Buyer Count

This screen finds companies with significant insider buying by screening on the InsiderNetBuyerCount, which is simply the InsiderBuyerCount - InsiderSellerCount

-215.14%
High Net Insider Selling Count

This screen finds companies with a high number of sellers by using the InsiderNetSellerCount term, which is simply the InsiderSellerCount - InsiderBuyerCount

-21.69%
High Short Volume Ratio

This screen identifies companies with a short volume ratio > 25%.

-220.39%
List of Companies with Activist Investors

Finds all companies with an activist investor filing in the last year

-47.93%
Microcap Value Dump

Microcap Value Dump

-267.15%
MicroCap With Revenue

This stock screen finds microcap companies with positive annual revenue.

-286.23%
Multi-Factorial Value Screen [Restrictive] (All Stocks)

A multi-factorial approach to the identification of value.

-56.63%
NCAV Screen

The Net Current Asset Value (NCAV) is a conservative valuation metric popularized by Benjamin Graham. To calculate it, simply subtract the total liabilities from a company’s current assets. To calculate NCAVPS (Net Current Asset Value Per Share), divide the NCAV by the number outstanding shares. This stock screener takes Ben Graham’s more conservative approach and uses ⅔ of the NCAV.

-28.34%
Negative Enterprise Value Companies

Companies with negative enterprise value generally get this way because they have a lot of cash. (Cash is subtracted when calculating EV). There is some evidence that negative enterprise value companies outperform the market, so companies matching this screen might be undervalued.

-946.25%
NNWC (Benjamin Graham's Net Net) Screen

This is Benjamin Graham's Net Net Working Capital Screen

-9.49%
Piotroski F-Score Screen

The fundamental task in investing is finding mispricings in price v. quality. There are a lot of cheap companies in the market, but most of them are cheap for very good reasons. The trick is finding companies that are cheap but actually healthy. In 2000, Joseph Piotroski wrote a paper in which he described a mathematical model that turned data from financial reports into a simple 9-point score that described a company’s health. He showed that this score, combined with a valuation metric (he used Book-To-Market), could be used successfully to produce excess returns in an investing strategy. This stock screener finds all companies with a score greater than six (which we call “healthy enough”). In his work, he suggested taking a list like this and buying the cheapest of that list. Note that many people believe, incorrectly, that buying companies with the best score is the proper approach, but they end up overpaying for quality. Remember, the goal is to find mispricings in price and quality, not overpay for high quality.

-39.77%
ROIC (Return on Invested Capital) Screen

Companies with Return on Invested Capital (ROIC) > 15%

-7.83%
The Acquirer's Multiple

The acquirer's multiple takes into account a company's debt and cash levels in addition to its stock price and relates that value to the firm's cash profitability.

-263.40%
The Enterprise Multiple ( < 3, Small Cap)

The Enterprise Multiple is a metric used in valuation, equal to Enterprise Value divided by Operating Income. As it accounts for debt, the Enterprise Multiple analyzes a firm from the perspective of a would-be acquirer.

-175.45%
The Enterprise Multiple (< 5, All Stocks)

The Enterprise Multiple is a metric used in valuation, equal to Enterprise Value divided by Operating Income. As it accounts for debt, the Enterprise Multiple analyzes a firm from the perspective of a would-be acquirer.

-132.69%
The Enterprise Multiple (< 7, Small Cap)

The Enterprise Multiple is a metric used in valuation, equal to Enterprise Value divided by Operating Income. As it accounts for debt, the Enterprise Multiple analyzes a firm from the perspective of a would-be acquirer.

-192.15%
The Enterprise Multiple (Nano Cap)

The Enterprise Multiple is a metric used in valuation, equal to Enterprise Value divided by Operating Income. As it accounts for debt, the Enterprise Multiple analyzes a firm from the perspective of a would-be acquirer.

-215.40%
The Magic Formula

The Magic Formula screen essentially ranks stocks on two metrics: low relative cost ("cheap") and high returns on capital ("quality" or "good").

-109.46%
The Magic Formula (Nano Cap)

The Magic Formula screen essentially ranks nano cap stocks on two metrics: low relative cost ("cheap") and high returns on capital ("quality" or "good").

-57.65%
The Magic Formula (Small Cap)

The Magic Formula screen essentially ranks small cap stocks on two metrics: low relative cost ("cheap") and high returns on capital ("quality" or "good").

-222.71%
Thomas R. Fahy & Co. (Rigorous Value)

This screen searches for small cap issues with a low likelihood of bankruptcy.

-97.49%
Thomas R. Fahy & Co. (Rigorous Value, Stage 2)

This screen searches for potentially valuable issues with a low likelihood of bankruptcy.

-101.50%
Walter J. Schloss

Walter J. Schloss (August 28, 1916 – February 19, 2012) was an American investor, fund manager, and philanthropist. He was a well-regarded value investor, as well as a notable disciple of the Benjamin Graham school of investing.

-50.62%
Walter J. Schloss (+ Altman Z-Score)

Walter J. Schloss (August 28, 1916 – February 19, 2012) was an American investor, fund manager, and philanthropist. He was a well-regarded value investor, as well as a notable disciple of the Benjamin Graham school of investing.

-42.73%