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Expert Tips - April 1, 2019

Expert Tips: Stock Screener

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions.

Click to jump to each Expert Tip:

Screen for Innovative Companies

Fundamental Score

Consensus Recommendations

Overlapping Fund Holdings

Fundamental Score

Upside/Downside Capture Ratio

Dividend Consistency

Scoring Models for Risk 

ADRs

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Screen For The Most Innovative Companies

Using the Stock Screener, narrow a universe of stocks to find the top innovators by screening on R&D Expense as a % of Annual Revenues. For industries like Biotechnology and Semiconductors, spending on research and development can indicate that a company is more primed for growth or expansion than its peers.

screening on r&d expense

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Fundamental Score

The Fundamental Score allows investors to quickly gauge the strength of a company based on 10 fundamental tests. Validate your investment decisions by applying the score to your analysis:

Fundamental_Score

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Consensus Recommendations

Analysts’ recommendations are shown in the Analyst Coverage section of any Quote Page. Click the chart icon next to each recommendation to chart how analyst sentiment toward a stock has changed over time.

consensus recommendation

 

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Overlapping Fund Holdings

Find overlapping top holdings between two funds using the Equity Screener. Save both holdings lists as Watchlists and screen for those Watchlists on “Intersect” — the results will show all overlapping top 25 holdings.

fund overlap

 

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Fundamental Score

The Fundamental Score allows investors to quickly gauge the strength of a company based on 10 fundamental tests. Validate your investment decisions by applying the score to your analysis:

Fundamental_Score

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Upside/Downside Capture Ratio

The upside/downside capture ratios provide insight into how fund managers have performed.  Increase transparency by inserting capture ratios into your analysis:

Comp Tables

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Dividend Consistency

Companies that pay consistent dividends imply stability and discipline.  Increase reliability by applying this filter to your search:

Dividend Consistency
 

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Scoring Models for Risk

Risk metrics can be used to rank almost any list of securities.  Add risk metrics to your custom scores to quickly evaluate a list of screening results and sort by opportunity:

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ADRs

American Depository Receipts (ADRs) may help investors diversify by gaining exposure to foreign companies. Identify these securities by applying a filter to your universe:

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