Screen templates

Explore proven screens, then refine them in LogiScreen.

Browse curated investing templates by theme, inspect the logic, and jump straight into the screener with every rule prefilled.

11 screens across 6 categories.

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Showing 11 of 11 screens

Popular formulas

Classic formula-driven screens and widely useful starting points for fundamental research.

3 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

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

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

Quality compounders

Businesses with stronger returns, durable cash generation, and cleaner balance sheets.

2 screens

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 screens

Dividend-oriented templates that still keep an eye on payout support, cash flow, and leverage.

2 screens

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

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 ideas

Faster growers filtered through valuation discipline and fundamental guardrails.

2 screens

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 balance sheets

Resilience-focused screens built around liquidity, stability, and downside awareness.

1 screen

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

Smaller companies

Smaller-cap screens designed to surface profitable businesses with room to surprise.

1 screen

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