Defensive
Balance Sheet Strength
Defensive screen for companies with liquidity, modest leverage, and healthy quality scores.
Market Capitalization > 500000000Current Ratio > 1.5Debt to Equity Ratio < 0.5Free Cash Flow > 0
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 > paydivCurrent Assets > liabilitiescurrentEBITDA > intexp
Income
Dividend Quality
Dividend payers supported by free cash flow, profitability, and manageable leverage.
Market Capitalization > 2000000000Dividends Paid > 0Free Cash Flow > 0Free Cash Flow/Dividends Paid > 2
Quality
Free Cash Flow Compounders
Cash-generative businesses with positive operating cash flow and enough profitability to keep compounding.
Market Capitalization > 1000000000Free Cash Flow > 0Operating Cash Flow > 0Return on Equity (ROE) > 12
Growth
GARP Filter
Growth that clears valuation discipline while revenue outruns the operating cost base.
Revenue QoQ Growth > trailingpeg1yRevenue > opexEPS QoQ Growth > peratio
Growth
GARP Growth
Growth at a reasonable price using revenue, earnings, and PEG-style discipline.
Market Capitalization > 1000000000Revenue QoQ Growth > 10EPS QoQ Growth > 10Price to Earnings Ratio > 0
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 > 500000000Net Income > 0Return on Equity (ROE) > 20Debt to Equity Ratio < 0.5
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 > 500000000Price to Earnings Ratio > 0Price to Earnings Ratio < 18Price to Book Ratio > 0
Small Cap
Profitable Small Caps
Smaller businesses that are already profitable, with decent returns and controlled leverage.
Market Capitalization > 300000000Market Capitalization < 3000000000Net Income > 0Return on Equity (ROE) > 12
Value
Quality Value
Cash generation, payout coverage, and return quality that reinforce each other.
Operating Cash Flow > netincFree Cash Flow > paydivReturn on Equity (ROE) > roa
Value
Quality Value Compounders
Profitable businesses with strong returns, solid margins, and reasonable valuations.
Market Capitalization > 1000000000Net Income > 0Return on Equity (ROE) > 15Gross Margin > 30
Momentum
SMA Trend Momentum
Stocks trading above both major moving averages, with the 50-day trend above the 200-day trend.
Adjusted Price > sma_50Adjusted Price > sma_20050-Day SMA > sma_200