Find screens and factors that have historically outperformed.

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Launch Screener View Screens

Value

3M
N/A
12M
N/A

Quality Value Compounders

Profitable businesses with strong returns, solid margins, and reasonable valuations.

marketcap > 1000000000 AND netinc > 0 AND roe > 15 AND grossmargin > 30 AND debtequity < 0.6 AND peratio > 0 AND peratio < 20

Income

3M
N/A
12M
N/A

Dividend Quality

Dividend payers supported by free cash flow, profitability, and manageable leverage.

marketcap > 2000000000 AND paydiv > 0 AND freecashflow > 0 AND freecashflow / paydiv > 2 AND roe > 10 AND debtequity < 0.8

Value

3M
N/A
12M
N/A

Quality Value

Cash generation, payout coverage, and return quality that reinforce each other.

ncfo > netinc AND freecashflow > paydiv AND roe > roa

Quality

3M
N/A
12M
N/A

High ROE, Low Debt

Simple quality screen for companies that convert capital well without leaning on leverage.

marketcap > 500000000 AND netinc > 0 AND roe > 20 AND debtequity < 0.5 AND peratio > 0

Quality

3M
N/A
12M
N/A

Free Cash Flow Compounders

Cash-generative businesses with positive operating cash flow and enough profitability to keep compounding.

marketcap > 1000000000 AND freecashflow > 0 AND ncfo > 0 AND roe > 12 AND grossmargin > 20 AND debtequity < 1

Income

3M
N/A
12M
N/A

Dividend Coverage

Payout coverage backed by current assets and enough operating earnings to cover interest.

freecashflow > paydiv AND assetscurrent > liabilitiescurrent AND ebitda > intexp

Growth

3M
N/A
12M
N/A

GARP Growth

Growth at a reasonable price using revenue, earnings, and PEG-style discipline.

marketcap > 1000000000 AND revenueqoq > 10 AND epsqoq > 10 AND peratio > 0 AND peratio < 30 AND trailingpeg1y > 0 AND trailingpeg1y < 1.5

Growth

3M
N/A
12M
N/A

GARP Filter

Growth that clears valuation discipline while revenue outruns the operating cost base.

revenueqoq > trailingpeg1y AND revenue > opex AND epsqoq > peratio

Defensive

3M
N/A
12M
N/A

Balance Sheet Strength

Defensive screen for companies with liquidity, modest leverage, and healthy quality scores.

marketcap > 500000000 AND currentratio > 1.5 AND debtequity < 0.5 AND freecashflow > 0 AND piotroskifscore >= 7

Small Cap

3M
N/A
12M
N/A

Profitable Small Caps

Smaller businesses that are already profitable, with decent returns and controlled leverage.

marketcap > 300000000 AND marketcap < 3000000000 AND netinc > 0 AND roe > 12 AND debtequity < 0.8 AND grossmargin > 20

Value

3M
N/A
12M
N/A

Piotroski Value

Classic value tilt with cheap multiples and a stronger fundamental quality floor.

marketcap > 500000000 AND peratio > 0 AND peratio < 18 AND pbratio > 0 AND pbratio < 2 AND piotroskifscore >= 7