Defensive
Balance Sheet Strength
Defensive screen for companies with liquidity, modest leverage, and healthy quality scores.
Market Capitalization > $500MCurrent Ratio > 1.5Debt to Equity Ratio < 0.5Free Cash Flow > $0 +1 more
Curated screens
Showing 14 of 14 screens
Income
Dividend Coverage
Payout coverage backed by current assets and enough operating earnings to cover interest.
Free Cash Flow > Dividends PaidCurrent Assets > Current LiabilitiesEBITDA > Interest Expense
Income
Dividend Quality
Dividend payers supported by free cash flow, profitability, and manageable leverage.
Market Capitalization > $2BDividends Paid > $0Free Cash Flow > $0Free Cash Flow / Dividends Paid > 2 +2 more
Quality
Free Cash Flow Compounders
Cash-generative businesses with positive operating cash flow and enough profitability to keep compounding.
Market Capitalization > $1BFree Cash Flow > $0Operating Cash Flow > $0Return on Equity (ROE) > 12 +2 more
Growth
GARP Filter
Growth that clears valuation discipline while revenue outruns the operating cost base.
Price to Earnings Ratio > 1Revenue YoY Growth > Trailing PEG RatioRevenue > OpexEPS YoY Growth > Price to Earnings Ratio
Growth
GARP Growth
Growth at a reasonable price using revenue, earnings, and PEG-style discipline.
Market Capitalization > $1BRevenue YoY Growth > 10EPS YoY Growth > 10Price to Earnings Ratio > 0 +3 more
Deep Value
Graham Number Value
Profitable companies trading below a valuation ceiling derived from earnings and book value.
Earnings Per Share > 0Book Value Per Share > 0Price ≤ 80% of Graham Number
Quality
High ROE, Low Debt
Simple quality screen for companies that convert capital well without leaning on leverage.
Market Capitalization > $500MNet Income > $0Return on Equity (ROE) > 20Debt to Equity Ratio < 0.5 +1 more
Deep Value
Net-Net Liquidation Value
Companies whose market capitalization is below two-thirds of net current asset value.
Net Current Asset Value > 0Market Capitalization ≤ 67% of NCAVMarket Capitalization > $50MNCAV uses Total Liabilities
Value
Piotroski Value
Classic value tilt with cheap multiples and a stronger fundamental quality floor.
Market Capitalization > $500MPrice to Earnings Ratio > 0Price to Earnings Ratio < 18Price to Book Ratio > 0 +2 more
Small Cap
Profitable Small Caps
Smaller businesses that are already profitable, with decent returns and controlled leverage.
Market Capitalization > $300MMarket Capitalization < $3BNet Income > $0Return on Equity (ROE) > 12 +2 more
Value
Quality Value
Cash generation, payout coverage, and return quality that reinforce each other.
Net Income > $0Equity > $0Operating Cash Flow > Net IncomeFree Cash Flow > Dividends Paid +1 more
Value
Quality Value Compounders
Profitable businesses with high returns on equity, solid margins, and reasonable valuations.
Market Capitalization > $1BNet Income > $0Return on Equity (ROE) > 15Gross Margin > 30 +3 more
Momentum
SMA Trend Momentum
Stocks trading above both major moving averages, with the 50-day trend above the 200-day trend.
Adjusted Price > 50-Day SMAAdjusted Price > 200-Day SMA50-Day SMA > 200-Day SMA