Find Top-Performing Stocks with a Custom Screener

Last Update:
May 25, 2024

Not all stocks are created equal, and finding the best ones requires effective screening and analysis. An effective screener simplifies this task by filtering through vast amounts of data to pinpoint stocks that meet your specific needs based on financials, valuation, analyst estimates and performance indicators. In this article, you’ll learn how to create a custom screener to find the top stocks in any sector.

What You Need in a Screener

  • Wide Range of Data: Accessing data across global stocks, such as prices, financials, valuation ratios, and consensus estimates, helps you compare and pick the best stocks based on solid information.
  • Customizable Filters and Sorting: Filtering and sorting stocks by specific criteria—like sector, market cap, or performance metrics—makes the screening process more focused and efficient.
  • Tool Integration: Seamless integration with watchlists, charting, or portfolio analysis tools helps you quickly move from screening stocks to analyzing them in depth.
  • User-Friendly Design: Even with advanced features, a screener should be easy to use for both beginners and experienced investors.

To set up an effective screener, you need a tool like Koyfin that meets all these criteria. Here’s a step-by-step guide on how to set up your screener with Koyfin.

About Koyfin

Koyfin is a financial data and analytics platform trusted by over 500,000 investors. It offers a global stock screener with over 500 customizable metrics, covering fundamentals, technicals, performance, and analyst estimates. Users can create, save, and download screening templates and watchlists for seamless analysis. Beyond the screener, Koyfin provides extensive coverage of equities, financial statements, transcripts, filings, model portfolios, charting, macro data, and custom dashboards. Sign up for free.

How to Create Your Screener

First, you’ll need to set up a Koyfin account, which you can do here (no credit card required). Once you’ve signed up and logged in, we’ll be ready to get started.

Starting Your Screener
Click here to begin. You’ll see several preset templates, but let’s create a custom one from scratch. Press the ‘+ Create new screen’ button.

Start your screener on Koyfin

Step 1: ‘Define your universe of securities’

  • Trading Region: Select a trading region or multiple regions, such as the U.S. and Canada, Europe, or other global markets.
  • Primary Security: Set to ‘Yes’ to focus on the main listings of each stock.
  • Criteria ‘Industry’: Choose “Textiles, Apparel, and Luxury Goods” or any other sector you want to focus on.
  • Criteria ‘Description’: Specify any key words that need to be matched in the description, like “footwear”.
  • Additional Criteria: Specify country, exchange, or sector if needed.

Set Up Koyfin Screener

Step 2: ‘Filter results by the following criteria’ to Specify Financials

  • Market Cap ($500M – $50B): Target mid-cap to large-cap stocks.
  • EBIT (LTM) > 0: Filter out unprofitable companies.
  • Net Income CAGR (5Y FY) > 0%: This looks at the Net Income 5-year compounded annual growth rate (CAGR) to identify companies with consistent earnings growth over the past five years.
  • Revenue Estimates YoY% (FY1E) > 10%: Focus on companies expected to grow revenue by at least 10% next fiscal year (FY1). Use FY2 for the following year.
  • P/E (NTM) < 30: Ensures stocks are not overvalued relative to their earnings projections.
  • EV/EBITDA (EST FY1) < 15: Targets companies potentially undervalued relative to their earnings.
  • Current Ratio (FQ) > 1.5: Ensure companies can cover short-term liabilities.
  • Quick Ratio (FQ) > 1: Further ensure liquidity.
  • Analyst Ratings (Average) > 4: Include stocks with favorable sell-side analyst ratings. 5 is the highest rating.

Set Up Koyfin Screener 2

Create Screen
When you are finished with your criteria, give it a name and hit ‘Create Screen‘.

Customize Your Screener

  • Columns: Add columns like Next Earnings Day, Free Cash Flow, EBITDA Margin %, Sparkline Graphs or choose whatever you need from thousands of data points for a comprehensive view of these companies.
  • Summary: Add a Median summary row as it can be more informative than averages in some cases. Right-click on any summary number to hide individual summaries if needed.
  • Sort: Apply descending sorting by EBITDA Margin % to prioritize companies based on operational profitability.

Set Up Koyfin Screener 3

Screener Integration
Save your screener as a Watchlist for tracking and analysis across the platform.

Save screener as a watchlist on Koyfin

Take Your Screener to the Next Level

Start using the Koyfin Screener to explore more than just stocks. With over 6,000 filters, find the perfect ETFs or mutual funds to match your investment criteria. Koyfin’s platform lets you seamlessly integrate these choices into tools like earnings calendars, charts, market scatter graphs, custom watchlist news feeds, putting all the data you need right at your fingertips. Begin your screening journey today and uncover the possibilities.

Editorial note

Our insights are derived solely from historical information and analyst predictions, employing an impartial approach. Please note that our articles do not serve as financial guidance.