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