How to Pick Filters

P/E (Price-to-Earnings) ratio compares a stock's price to its EPS (Earnings Per Share). A lower P/E may indicate an undervalued stock, while a higher P/E may reflect growth expectations. Typically useful below 15 for value, above 25 for growth.

Forward P/E (Price-to-Earnings) uses estimated future earnings instead of trailing earnings. It's more useful for fast-growing companies where past earnings don't reflect future potential.

P/B (Price-to-Book) compares market price to the company's net asset value (book value). Most useful for asset-heavy businesses like banks and insurers. A P/B below 1 may indicate undervaluation.

P/S (Price-to-Sales) compares market cap to revenue over the TTM (Trailing Twelve Months). Essential for evaluating unprofitable or early-stage growth companies where earnings-based metrics don't apply.

EV/EBITDA — EV (Enterprise Value: market cap + debt − cash) divided by EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). Accounts for debt and cash, making it more accurate than P/E for comparing companies with different capital structures.

P/FCF (Price-to-Free-Cash-Flow) measures how much you pay for each dollar of FCF (Free Cash Flow) — cash the business generates after capital expenses. TTM (Trailing Twelve Months). Lower is generally better.

Total market value of a company's outstanding shares. Use it to filter by company size: small-cap (<$2B), mid-cap ($2B–$10B), large-cap (>$10B).

EV (Enterprise Value) = market cap + debt − cash. Gives a more complete picture of what acquiring the entire business would cost, unlike market cap which ignores the balance sheet.

Annual dividend as a percentage of stock price. Higher yield means more income per dollar invested, but extremely high yields (>8%) may signal risk.

How fast dividends have grown over the past 5 years (CAGR — Compound Annual Growth Rate). Companies that consistently grow dividends often have strong underlying businesses.

Percentage of earnings paid out as dividends over the TTM (Trailing Twelve Months). Below 60% is generally sustainable; above 80% may indicate the dividend is at risk.

Gross margin over the TTM (Trailing Twelve Months). Revenue minus COGS (Cost of Goods Sold), divided by revenue. Higher margins indicate pricing power and competitive advantage. Software companies typically exceed 70%.

Operating margin over the TTM (Trailing Twelve Months). Profit from core operations as a percentage of revenue. Shows how efficiently the company converts revenue into operating profit.

Net profit margin over the TTM (Trailing Twelve Months). Bottom-line profit as a percentage of revenue. Accounts for all expenses including taxes and interest.

ROE (Return on Equity) measures how effectively the company uses shareholder capital to generate profits. TTM (Trailing Twelve Months). Above 15% is generally considered strong.

ROA (Return on Assets) measures how efficiently the company uses all its assets. TTM (Trailing Twelve Months). Particularly important for banks where leverage is inherent to the business model.

CAGR (Compound Annual Growth Rate) of revenue over 5 years. Shows whether the company is consistently expanding its top line.

CAGR (Compound Annual Growth Rate) of EPS (Earnings Per Share) over 5 years. Rising EPS drives long-term stock appreciation.

Most recent YoY (Year-over-Year) revenue growth based on TTM (Trailing Twelve Months) figures. Useful for spotting acceleration or deceleration in business momentum.

EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) CAGR (Compound Annual Growth Rate) over 5 years. Shows operational earnings growth excluding accounting and capital structure differences.

Current assets divided by current liabilities (quarterly). Above 1.5 indicates the company can comfortably meet short-term obligations.

Like current ratio but excludes inventory (quarterly). A stricter measure of short-term liquidity.

Total debt relative to shareholders' equity. Lower ratios mean less financial risk. Above 2 may indicate high leverage.

How many times the company can cover its interest payments with earnings, over the TTM (Trailing Twelve Months). Below 3 may signal difficulty servicing debt.

Total stock price return over the past 52 weeks. Positive momentum often persists in the short to medium term.

Measures stock volatility relative to the market. Beta of 1 means average volatility, below 1 is less volatile, above 1 is more volatile.

How the stock has performed relative to the S&P 500 index over 26 weeks. Negative values may indicate undervaluation or underperformance.