Stock Screener - Watchlist Jan. 2024

Discover the ratings of the 35 stocks in my watchlist

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.

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

For the moment, there are 35 stocks in my watchlist.

Here is the screener for 10 of the stocks, for the free subscribers. The whole screener is just behind the paywall.