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Institutional Stock Screener

In short

Institutional-grade stock screening framework across fundamental, technical, and risk dimensions

A comprehensive stock screening checklist inspired by how institutional analysts at top banks filter the universe of stocks. It scores companies on valuation, growth, profitability, and risk to build a shortlist of investment candidates.

This framework works through the same dimensions a sell-side equity research team uses to narrow a sector down to a watchlist: valuation multiples (P/E, P/B, EV/EBITDA) benchmarked against the sector median, growth (revenue and EPS trends), profitability (ROE, ROIC, margin trajectory), balance-sheet strength (debt/equity, interest coverage, current ratio), technical positioning (RSI, moving-average trend, volume), and near-term catalysts such as upcoming earnings or regulatory changes. For the chosen sector and risk tolerance, it lays out the bull and bear case a screen like this typically surfaces, along with common pitfalls — value traps and late-cycle earnings that look strong right before they roll over — so the checklist can be applied to a candidate list rather than read as a single pass/fail score.

Related concepts

  • P/E Ratio — Imagine buying a lemonade stand that makes $100/year. If it costs $2,000, the P/E is 20 — you need 20 years of earnings to pay it off. Lower means cheaper.
  • Return on Equity (ROE) — If you invest $100 in a business and it earns $20 profit, ROE is 20%. Higher means the company is better at making money with your investment.
  • RSI (Relative Strength Index) — RSI scores a stock from 0–100. Above 70 means it's been rising so fast it might be due for a pullback (overbought). Below 30 means it's fallen a lot and could bounce (oversold).