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How to research a company using the Quant Investing screener

This article shows you how to research a company found using the Quant Investing stock screener.

You will find companies you have never heard of

When running a stock screen you will definitely find companies you have never seen or heard of before. By clicking on the company name you can quickly find a lot more information on the company.

This is how it works.

If you look at the results of any screen you will see the company’s name is shown in blue – this is because it is a hyperlink you can click on to get more information on the company.

Just click on the company’s name.

Research_company_01

This will open the company information page.

 

This is what the company information pages shows

The page shows you a lot of company specific ratios and indicators. This gives you an overview of:

  • Description - what the company does, market and traded value
  • Valuation,
  • Momentum,
  • Quality
  • Growth
  • Stock price

Remember detailed information on exactly how all the ratios and indicators are calculated can be found in the Quant Investing Glossary

 

Here are examples along with definitions.

1 Company analysis dashboard 1

Here you can quickly see what the company is all about. 

Traded Value shows you the median trading value of the company’s shares for the last 30 trading days in the main stock market the company is listed on in thousands of US Dollars.

Latest Financial Results shows you the date of the latest financial results included in the stock screener database in the format MM/DD/YYYY.

The Yahoo Finance hyperlink takes you to the company's page on the Yahoo Finance website if one is available.

Click here to sign up for the stock screener

 

2 Company analysis dashboard 2

Using this part of the dashboard you can quickly see the company quality ratios and indicators.

Missing Values shows you how many of the 9 Piotroski F-Score values could not be calculated. If a value cannot be calculated a 0 value is assumed.

For example, if the Piotroski F-Score = 6 and the F score missing values = 3 it means 3 of the 9 Piotroski F-Score ratios could not be calculated because the data was not available.

If a component of the Piotroski F-Score cannot be calculated a 0 value is entered for that component.

Detailed information on how all other ratios and indicators are calculated can be found in the Quant Investing Glossary.

3 Company analysis dashboard 3

The 1yr Growth ratio shows you the one percentage growth. 

The 5yr Growth ration shows the five year annual compound growth rate.

4 Company analysis dashboard 4

5 Company analysis dashboard 5 

The Valuation part of the dashboard gives you an overview on exactly how the company is valued.

Remember Ebitda, Earnings and Free Cash Flow Yield are all calculates against Enterprise Value.

Qi Value and Value Composite Two uses ranking system from 1 to 100. With 1 = the best ranking and 100 the worse.

MF Rank is the company's Magic Formula ranking and has values from one (best ranked) up to how many companies are included in the screener database.

Not a screener subscriber? Click here to sign up now 

 

6 Company analysis dashboard 6

The Cross SMA 50/200 or Golden Cross shows you the 50 day moving average / 200 day moving average.

8 Company analysis dashboard 8

The Ranking section shows you where the company is ranked compared to all the other companies found with the screen.

The company’s ratio values are shown in bright red.

You can change the ratios and indicators by clicking on the drop down lists above each chart.

7 Company analysis dashboard 7

The price chart shows you the closing stock price of the company.

 

To go back to the list of all the companies in the screen or Filter click the Back to list buttons at the top and bottom left of the page.

Research_company_06 

 

If you have any questions please let us know – click here to go to our contact page.

PS If you are not a screener subscriber yet you can sign up right here.

 

Not a screener subscriber? Click here to sign up now