Fundamental Screeners

Fundamental screeners

Introduction

Fundamental screeners help investors find promising stocks based on detailed financial health, profitability, growth potential, and other key business indicators. These tools empower you to easily identify companies with strong fundamentals, enabling more informed and strategic investment decisions.

What are Fundamental Screeners

Fundamental screeners are analytical tools designed to filter and shortlist stocks based on essential financial metrics and key performance indicators. They evaluate factors such as earnings stability, revenue growth, capital efficiency, operational effectiveness, and market valuation. By focusing on these metrics, investors can discover companies that demonstrate solid financial performance and growth potential, making them attractive investment opportunities.

Key Metrics Tracked

- Earnings growth (both Quarterly and Annual)
- Consistency in revenue generation
- Operational and working capital efficiency
- Capital expenditure patterns
- Valuation measures like price-to-earnings ratio
- Indicators of potential multifold returns (multibagger)

List of Sub Screeners

Best Quarterly Results

This screener identifies companies consistently delivering strong earnings and revenue growth on a quarterly basis. Consistent performance is critical as it reflects not only reliability but also stability, making these stocks attractive for investors who seek steady returns with lower volatility.

CapEx Boost

The CapEx Boost screener focuses on companies substantially increasing their capital expenditures. A surge in CapEx often indicates confidence in future demand, expansion plans, or investments in technology and infrastructure, signaling potential long-term growth and increased competitiveness in the market.

Mighty Midcap Stocks

This screener highlights mid-sized companies possessing strong fundamentals, impressive growth trajectories, and manageable risk profiles. Midcaps offer a balanced investment option, providing opportunities for significant returns while still managing exposure to volatility effectively.

Negative Working Capital

Negative Working Capital screener pinpoints companies that excel in operational efficiency and liquidity management, requiring minimal working capital. Such companies effectively use their resources and often enjoy better profitability and lower financial risk, making them attractive for value-conscious investors.

Potential Multibagger

The Potential Multibagger screener identifies stocks poised for significant growth, potentially multiplying in value over time. These stocks typically have robust business models, favorable market conditions, innovative products, or strong financial metrics, making them ideal for growth-focused investors.

Stellar Smallcap Stocks

This screener targets small-sized companies exhibiting excellent fundamentals and strong growth potential. Investing in smallcaps can lead to substantial returns, as these companies often have more room for rapid expansion, driven by innovation and niche market opportunities.

Titan Largecap Stocks

Titan Largecap Stocks screener focuses on large, well-established companies with dominant market positions, solid financial stability, and consistent growth prospects. Ideal for investors seeking reliable returns and reduced volatility, largecaps offer a safer investment route without compromising growth.

Undervalued Near High

This screener highlights undervalued stocks that are approaching their 52-week high prices, indicating potential positive momentum. These stocks often represent overlooked investment opportunities with significant upside potential as the market recognizes their true value.

When to Use Fundamental Screeners

- When looking to identify financially robust companies for long-term investment portfolios.
- To evaluate stocks based on stability, consistent performance, or growth and expansion potential.
- When aiming to streamline the investment process by efficiently narrowing down from thousands of potential stocks to a manageable, quality-focused shortlist.

How to Use ScanX's Fundamental Screeners

- Choose fundamental metrics relevant to your investment goals, such as quarterly earnings growth, capital expenditure levels, or valuation ratios.
- Utilize specific filters offered by ScanX, like earnings consistency, revenue growth benchmarks, market capitalization ranges, and precise valuation indicators.
- Carefully review and analyze the shortlisted stocks to identify top-quality investment opportunities tailored specifically to your financial goals and risk tolerance.

User Segments

Long-term Investors:

Investors seeking reliable, fundamentally sound companies for stable and consistent returns.

Growth Investors:

Those interested in identifying high-potential stocks poised for significant growth, driven by strong business indicators.

Value Investors:

Investors looking for undervalued companies that have the potential for considerable upside as the market corrects the valuation gap.

Screeners