Dow Jones Stock Screener - Nov. 24

Explore the ratings of the 30 stocks in the Dow Jones

I use this exact screener for my own investments. It is not a simple yes/no test: the goal is rather to identify which stocks will make it onto my shortlist. The ratings reflect my investment style to quickly identify what I am looking for in a stock. I am sharing it so you can compare with your investing process and highlight your decisions.

As I explained in this article, I use this rating system to identify which stocks are within my investable universe. Therefore, the rating should be viewed not as a goal, but as a qualifier for the next steps: in-depth business analysis, fair price estimation, TSR calculation, and identifying the right entry point.

If you like this kind of stock screener / ratings, you can find my other ones: Europe Quality, US quality or Small-caps for instance (a lot more are available too).

The different scores

The screener uses 5 different categories. Each category has different metrics, mainly quantitative. Each metric gives a score depending on thresholds I defined, once again to fit my investment style.

Growth. The growth category uses 4 metrics:

• Past and future revenue growth

• Past and future EPS growth

Quality. The quality category uses 3 metrics: net profit margin, ROE and cash/debt ratio vs the EBITDA.

Valuation. For valuation, I use 3 metrics: PE, FCF yield and PEG.

Shareholder return. This category shows if the company is shareholder oriented. I look at 3 metrics: dividend yield, dividend growth and buybacks/dilution in outstanding shares.

Market. This is the only qualitative metrics. It represents the value of being present in the market and the company’s strength in it. It is a personal appreciation.

The screener

In this screener, we have the 30 stocks from the Dow Jones index, using the latest available data for scoring and ranking.

Below are 7 stocks available for free subscribers. Access the full screener behind the paywall. Paid subscribers also receive full access to additional screeners, in-depth stock analyses, industry reports, and an exclusive look at my portfolio.