CAPITAL4 SCREENERS

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Uncertainty is the second name of stock markets. As diversity of opinion grows with increasing traded volume, it becomes more and more difficult to pinpoint the drivers of price movement. This problem is compounded by noise – “breaking news”, “expert opinions” and “chart readers” floating around in the media. At Capital4, we understand that cutting out this noise and getting to the fundamentals of companies is the key to sustainable wealth creation.

The popular screeners presented below are another tool for bringing clarity to the stock selection process. The screeners look to filter companies on the basis of various criteria - Industry, Volume, Performance, Shareholding, Valuation multiples, Profitability, Growth, Efficiency, Dividends and importantly, the picks made by thousands of members on Capital4.com. Users can run any of the popular screeners by clicking on the links presented below or build their own custom screener using 60 fundamental criteria by clicking on the link above.

TOP VALUE STOCKS

Value Investing generally involves buying securities whose shares appear underpriced - that trade at low Price-to_earnings or Price-to-Book ratios, while they are perfectly healthy from a performance, growth and efficiency point of view. In this screener, we use a combination of low P/E, low EV/EBITDA, low Price/Book and 'healthy' interest coverage, revenue growth and current ratio.

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CUSTOM SCREENER

Capital4 now gives you the ability to create a custom screener based on 60 different criteria - Industry, volume, Performance, Shareholding, Valuation multiples, Profitability, Growth, Efficiency, Dividends and importantly, the picks made by thousands of members on capital4.com. You can screen on the basis of absolute values of these 60 parameters or on their relative standing (percentile) within their industry, sector or the broader market.

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PROFITABLE GEMS

In this screener, we look for companies that are profitable in terms of gross margins, operating margins, net margins, return on capital employed, return on assets and return on equity, trading within a 'reasonable' P-E multiple of 30. In a way, "finding an outstanding company at a sensible price rather than an average company at a bargain price", as investment Guru Warren Buffet puts it.

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TOP GROWTH STOCKS

Investing in India is all about investing for growth. Growth investors look to invest in companies that exhibit signs of above-average growth, even if the price appears expensive in terms of price-to-earnings or price-to-book ratios. In typical usage, growth investing contrasts with value investing. In this screener, we look for companies that have exhibited consistent growth in terms of sales, net income and cash from operating activities over the last 5 financial years.

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TOP ALLROUND PICKS

This screener is an all out test that filters for companies with high growth over the last 4 years, low Price-to-Earnings & low EV-to-EBITDA stocks, which also have decent promoter holding, high operating margin and high interest coverage.

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CONTRARIAN PICKS

By focusing on beaten-down, unloved stocks, John Neff and his Windsor fund was able to deliver an average annual compounded total returns of 13.1% and excess return of 3.1% over a period of 31 years! This screener filters for stocks on the basis of Neff's contrarian style of investing by looking for stocks that are 'on the bounce' - high 12m returns but comparatively low P/E, decent earnings and sales growth and positive free cashflow.

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QUALITY SMALLCAPS

At the heart of making those large returns lies the most difficult art within the world of investing - identifying good quality companies when they are small and sticking with them till they reach their full potential. The mainstream media is full of success stories of legendary investors who identified winners early and, equally importantly, stuck with them for decades. However, investments in small-caps can be very risky business owing to lack to analysis and information, promoters with questionable ethics and the very evolution of the industry.
The Quality Smallcap Screener looks for quality small cap companies (market cap between 75cr and 1000cr) - on the basis of earnings/revenue growth, profitability and margins...after eliminating for ridiculous valuations that accompany run-up smallcaps in bull markets.

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FUND FAVOURITES

The Mutual Fund industry is an aggregation of (arguably) the best talent when it comes to stock selection. Also, it is the most highly regulated among investment funds, with strict portfolio disclosure requirements.
This screener looks for the companies that mutual funds bought 'heavily' into over the last quarter and the last month. The 'heavily' part is defined in terms of market value of shares bought as a percentage of market capitalization. More specifically, the market value of shares bought over the last 1-month and 3-month period is compared against the market cap of the company.

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