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| Fundamental Criteria | Technical Analysis Criteria | Premium Criteria |
| Screener Criteria |
Industry Type | Bad (SELL) |
Mediocre | Good (BUY) |
Comments | Definitions |
| Qtrly Revenue Growth YOY | Non-Growth | less than 1% | 1% to 5% | Greater than 5% | Would tend to be higher in growth industries | Quarterly Revenue Growth compares the most recent quarter's revenue to those from the previous year. The higher the growth rate, the better. |
| Growth | less than 4% | 4% to 10% | Greater than 10% | |||
| Qtrly Earnings Growth YOY | Non-Growth | less than 1% | 1% to 5% | Greater than 5% | Would tend to be higher in growth industries | Quarterly Earnings Growth compares the most recent quarter's earnings to those from the previous year. The higher the growth rate, the better |
| Growth | less than 4% | 4% to 10% | Greater than 10% | |||
| Dividend Yield | N/A | if less than 1%, dividends should not be a driving factor in the investment | if greater than 3%, dividends should be considered as a positive factor in the investment | Typically, dividends are seen most often in larger companies, not young growth companies | The dividend yield equals the annual dividend per share divided by the current price. | |
| Return on Equity | Non-Growth | less than 5% | 5% to 15% | greater than 15% | ROE is the amount of net income returned as a percentage of shareholders equity. Return on equity measures a corporation's profitability by revealing how much profit a company generates with the money shareholders have invested. | |
| Growth | less than 10% | 10% to 20% | greater than 20% | |||
| Enterprise Value/EBITDA | Non-Growth | greater than 18 | 10 to 18 | less than 10 | Also known as Enterprise Multiple. Lower the better if you're looking for value. Less than 5 would be deep value. Would tend to be higher in growth industries | Enterprise Value is the company’s market capitalization plus its net cash. It is how much cash it would take to buy the company and pay off all of its debts. Higher numbers imply the stock is expensive. |
| Growth | greater than 24 | 14 to 24 | less than 14 | |||
| Debt to Equity | greater that 2 | 1 to 2 | less than 1 | Debt-to-Equity is the ratio of a company's liabilities (or sometimes just its long-term debt) to its shareholders equity. These values can be found on the balance sheet. | ||
| Market Capitalization | Non-Growth | less than $300M | greater than $300M | If you are not comfortable with small, risky companies, you can use Market Cap to filter these kinds of stocks | Market Capitalization is the total dollar market value of all of a company's outstanding shares. | |
| Growth | ||||||
| PE | Non-Growth | greater than 30 | 18 to 30 | less than 18 | lower indicates good value, varies by industry with PE's in growth industries generally being higher | The PE ratio is simply the price per share divided the earnings per share for the trailing 12 months |
| Growth | greater than 45 | 29 to 45 | less than 29 | |||
| Price-to-Sales | Non-Growth | greater than 8 | between 2 and 8 | less than 2 | low ratio indicates good value, varies by industry | Simple ratio of Stock Price to Sales. |
| Growth | greater than 10 | 3 to 10 | less than 3 | |||
| Price-to-Book | Non-Growth | greater than 10 | 4 to 10 | less than 4 | low ratio indicates good value, varies by industry | Ratio of Stock Price to (Total Assets - Intangible Assets and Liabilities) |
| Growth | greater than 12 | 6 to 12 | less than 6 | |||
| PEG | Non-Growth | greater than 3.5 | 1.1 to 3.5 | less than 1.1 | less than 1.1 equals good value | PEG is the ratio of (Price/Earnings Ratio) divided by (Annual Earnings Growth Rate) |
| Growth | ||||||
| Price to Cash | N/A | greater than 50 | between 3 and 50 | less than 3 | lower the better | |
| Price to Free Cash Flow | N/A | greater than 50 | between 15 and 50 | less than 15 | lower the better |
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