Investment Learning Hub

What it means: Identifies stocks with a low price-to-earnings ratio (P/E < 15), indicating they may be undervalued relative to their earnings.

When to use: Best for value investors looking for potentially undervalued stocks. Useful during market downturns or when seeking defensive investments.

What it means: Finds technology companies with high operating margins (>3%) and reasonable valuations (P/E < 50), indicating strong profitability.

When to use: Ideal for growth investors interested in profitable tech companies. Good for identifying established tech leaders with strong business models.

What it means: Targets mid-sized companies ($2B-$10B market cap) with low P/E ratios (<20), suggesting they may be undervalued.

When to use: Perfect for investors seeking a balance between growth and value. Midcaps often offer better growth potential than large caps while being less risky than small caps.

What it means: Identifies stocks with significant positive price movement (>5% gain) and high trading volume, indicating strong market interest.

When to use: Best for short-term traders or momentum investors. Useful during strong bull markets when you want to capitalize on trending stocks.

What it means: Finds stocks with low P/E ratios (<20) and low price-to-book ratios (<2), classic indicators of value.

When to use: Ideal for value investors or during market downturns. Good for finding potentially undervalued companies with strong fundamentals.

What it means: Identifies companies with positive earnings growth, reasonable P/E ratios (<30), and PEG ratios less than 2, indicating good growth at a reasonable price.

When to use: Best for growth investors with a longer time horizon. Useful during economic expansions when companies can grow earnings rapidly.

What it means: Finds stocks with dividend yields between 2-20% and reasonable payout ratios (<100%), indicating sustainable income potential.

When to use: Ideal for income-focused investors or retirees. Good for building a portfolio that generates regular cash flow.

What it means: Uses discounted cash flow principles to identify stocks trading below their intrinsic value. Looks for high free cash flow yields (>1%) or earnings yields (>2%) relative to price.

When to use: Best for fundamental investors who understand cash flow analysis. Useful for finding companies with strong cash generation that the market may be undervaluing.

What it means: Earnings Power Value screener identifies stocks trading below their normalized earnings power. Calculates a conservative estimate of sustainable earnings and compares it to current price.

When to use: Ideal for value investors focused on earnings stability. Good for finding companies with consistent earnings that may be temporarily undervalued.

What it means: Residual Income Model screener identifies stocks trading below their book value plus the present value of expected future residual earnings.

When to use: Best for investors who understand accounting and want to focus on companies creating value beyond their cost of capital. Useful for finding companies with strong return on equity.

What it means: Compares a stock's valuation multiples (P/E, P/B, EV/EBITDA) to determine if it's undervalued relative to its peers or historical averages.

When to use: Ideal for investors who want to compare companies within the same industry. Good for finding the most attractively valued companies in a sector.

What it means: Net Asset Value screener identifies stocks trading below their book value per share, with a focus on dividend-paying companies.

When to use: Best for value investors interested in asset-rich companies. Particularly useful for REITs, financials, and other asset-heavy industries.

What it means: Uses the Gordon Growth Model to identify dividend stocks trading below their calculated value based on current dividends, expected growth, and required return.

When to use: Ideal for dividend investors looking for stocks with sustainable dividend growth. Good for finding income stocks that may also offer capital appreciation.

What it means: Identifies companies with sustainable competitive advantages (moats) based on high return on equity (>15%), low debt, and positive earnings growth.

When to use: Best for long-term investors seeking companies with durable competitive advantages. Useful for building a portfolio of high-quality businesses that can compound wealth over time.

What it means: Finds companies with moderate dividend yields (1-6%), reasonable payout ratios (<75%), and positive earnings growth, indicating potential for dividend increases.

When to use: Ideal for income investors focused on dividend growth rather than high current yields. Good for building a portfolio of companies that can increase dividends over time.

What it means: Combines momentum (price above 50-day moving average) with value metrics (low P/E and P/B ratios) to find stocks with positive price trends and reasonable valuations.

When to use: Best for investors who want to capture upward price trends while avoiding overvalued stocks. Useful during market recoveries or when seeking a balance between growth and value.

What it means: Identifies stocks with low beta (<0.8), stable earnings, reasonable valuations, and low debt levels, indicating lower price volatility.

When to use: Ideal for risk-averse investors or those nearing retirement. Good for building a more stable portfolio that may experience less dramatic price swings.