Stock Screener

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Stock Screener Help
A practical guide to building and reviewing screens.

What This Tool Does

Our Stock Screener helps you move from a broad equity universe to a focused list of companies using guided input filters. Start by defining the financial, valuation, growth, quality, or descriptive characteristics you care about, then use the 2D and 3D visualization tools to explore the result set, spot outliers, and drill down to the companies worth deeper research.

Contents

Basic Workflow

  1. Click Add Filter.
  2. Choose a field from the filter library.
  3. Configure values, ranges, or rules.
  4. Apply the filter and review the active filter chips.
  5. Sort the table, adjust columns, visualize the result set, or share the screen.

Good Screens To Try First

If you are not sure where to start, begin with a simple investment idea and add only a few filters at a time.

Starter screens load with the screener options.

Filter Types

  • Category filters: include or exclude values such as country, currency, sector, or industry.
  • Keyword filters: search business descriptions with words, quoted phrases, comma-separated alternatives, and exclusions.
  • Numeric filters: set minimum and/or maximum values for valuation, balance sheet, return, profitability, and trading metrics.
  • Metrics by period: choose whether a metric should use TTM, fiscal-year, or average-period values when supported.
  • Risk and volatility filters: compare annualized return volatility across periods or filter by a threshold.
  • Database coverage filters: find companies where Dhyana has filings, transcripts, or report coverage.
  • Profitability, return, payout, leverage, and efficiency trend filters: compare current, fiscal-year, and trailing-average profitability, return, payout, leverage, or operating-efficiency metrics.
  • Growth rules: screen income statement, balance sheet, cash flow, and share-count trends.

Units and Inputs

Follow each field label and helper text. Some inputs are currencies, some are percentages, some are ratios or multiples, and some are count or growth values. For example, a growth multiple of 1.0x means flat, while a percentage threshold is entered as a percent value where the form labels indicate it.

Profitability, Return, Leverage, and Efficiency Trend Filters

Some of the most useful screens are not simple "greater than" or "less than" checks. You may want to find companies where quality is improving, margins are holding up, leverage is falling, working-capital efficiency is improving, or recent performance is better than the longer-term baseline. These filters let you build that kind of screen with guided controls.

  • Single Period looks at one value, such as TTM, latest FY, or FY-1.
  • Multiperiod Average smooths a metric across a trailing fiscal-year window.
  • Range keeps companies above, below, or between selected thresholds.
  • Compare lets one period or average compete against another period or average.
  • Strict averages require every year in the selected window.
  • Tolerate missing values uses available FY values when at least two years are populated.

For example, Avg EBITDA Margin last 2 FY > Avg EBITDA Margin last 5 FY is a margin-improvement screen. The Margins and Working Capital Ratios filters group related metrics into one picker card, while the saved rule still applies to the specific metric you choose. Leverage and efficiency screens can use the same controls for net debt/EBITDA, debt/equity, asset turnover, cash conversion cycle, DIO, DSO, or DPO.

Growth Filters

Growth filters help you separate companies that are expanding from companies that are flat or shrinking. Use them when you want to screen for improving revenue, earnings, cash flow, book value, or share-count discipline.

  • CAGR turns multi-year growth into an annualized growth rate.
  • Growth Multiple compares ending value to starting value, where 1.0x is flat.
  • Reported Currency uses local reported financials.
  • USD uses FX-normalized values where supported.
  • For share count, values below 1.0x or negative CAGR indicate a declining share count.

Results, Columns, and Sharing

  • Active filters appear as chips above the table.
  • The table refreshes after filter changes.
  • Hover over a company name or ticker to open a company snapshot with business context, key screener metrics, recent performance, volatility, price history, and financial statement charts and tables where available.
  • The Columns menu controls visible fields and offers preset column groups.
  • Sorting changes table order without changing the screen definition.
  • Some filters add calculated columns to the results, such as trailing averages used in the active rule.
  • The share button creates a link to the current screen setup when available.
  • Guest users may see result-count limits.

Visualization

Use visualization after filtering to see patterns that are hard to notice in a table. A 2D chart is useful for comparing two metrics, such as valuation versus ROIC. A 3D chart adds a third metric, helping you spot companies that combine quality, growth, and valuation.

  • Use Visualize to turn the current result set into chart presets.
  • For eligible accounting metrics, choose TTM, latest FY, or average periods.
  • Color points by sector or country and show or hide groups.
  • Use regression lines to see the broad relationship between the selected chart metrics.
  • Use the outlier toggle to hide extreme points temporarily so the main group is easier to inspect.
  • Search by ticker or company name to highlight a company.
  • In 3D charts, drag to rotate, pan, and zoom.
  • Chart point context helps continue research from the companies that stand out.

Data Notes

  • The default screener universe focuses on common stocks with current screener metrics.
  • Missing data can exclude companies depending on the selected rule and missing-data policy.
  • Latest FY means the latest fiscal year available in the screener for that metric.
  • Data freshness depends on the underlying screener metrics and financial statement updates.
  • Screens are intended for research discovery and comparison, not investment advice.
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