Stock Screen Help

The stock screen is updated every weekday using end-of-day data from ShareScope.

Sorting:

Click on a column header to alternate between ascending or descending order.

Selecting:

The easiest ways to find or select stocks is via the search box at the top right of the table. Enter company names, epic codes or sectors and the screen will automatically select rows containing that text.

If you want to select multiple stocks, perhaps to compare several companies at once, use the filters at the bottom of the Name and EPIC columns.

You can also select stocks using the from/to filters at the bottom of most numeric columns. Note that you’ll have to enter your selection criteria to the correct number of decimal places. For example, Yield is shown to two decimal places, so to select stocks with a yield above 5% you’ll have to enter 5.00 into that column’s from/to filter.

Select which columns to show:

You can select which columns to show using the Columns selector above the table (on the right hand side, next to the eye). For example, if you wanted to download the table without the RNS column, you would de-select that column first.

Download or copy data:

You can download the data as a spreadsheet in either Excel (XLSX) or text (CSV) format. You can also copy the data to the clipboard in tab-delimited text format. Any sort and/or select settings will be reflected in the downloaded or copied data.

Rank:

The company’s rank on the screen, with 1 being the highest rank. The rank is calculated by sorting all of the companies on the screen by each factor (Growth, Quality, PE10, PD10, Profitability, Debt), creating a rank for each factor and then adding those individual ranks together.

RNS:

Regulatory News Service. Click on the ‘RNS’ button to see annual results and other updates for each company at InvestEgate.co.uk.

Price:

The share price in £.

PE:

The price to earnings ratio. This is included just for information and doesn’t form part of the ranking calculation.

Yield:

The historic dividend yield. This is included for information only and doesn’t form part of the Rank calculation. Instead, each company’s Rank is based on PD10, the ratio between the current share price and the average dividend paid over the past 10 years.

PE10:

Price to 10-year average Earnings ratio. The ratio between the current share price and the company’s average earnings per share over the past 10 years. This is used in the Rank calculation.

PD10:

Price to 10-year average Dividend ratio. The ratio between the current share price and the company’s average dividend per share over the past 10 years. This is used in the Rank calculation.

Growth:

Growth Rate. The average growth across revenues, capital employed and dividends where growth in each is measured as the annualised growth of a 3-year rolling average over the past 7 years. For financial companies (banks and insurers), growth is measured across total assets, shareholder equity and dividends.

Quality:

Growth Quality. A combination (expressed as a percentage) of:

• Number of times revenues, earnings and dividends increased in the last ten years
• The degree of external funding (borrowings and lease liabilities) used to fund growth of company’s capital base.

For banks and insurers, total assets are used instead of revenues as these companies do no report revenues.

ROCE:

Ten-year average net return on (lease-adjusted) capital employed.

• Net return on capital employed = post-tax profit / (shareholder equity + total borrowings + lease liabilities)

Debt:

Debt Ratio. The ratio between a company’s total debts (borrowings and lease liabilities) and its ten-year average post-tax profit.

For banks, total borrowings excludes deposits and other borrowings used to fund the bank’s lending activities.

Capex:

Capex Ratio. Measured as the ratio between a company’s ten-year total capital investment (capex) and ten-year total post-tax profit.

UK % (Current Holdings only):

Percentage of revenues or profits generated in the UK.

Purc. Price (Current Holdings only):

Purchase price.

Purc. Date (Current Holdings only):

Purchase date.

In most cases green is “good” and red is “bad”. This usually means better or worse than the FTSE 100, or exceeding a preferred maximum or minimum (such as dividend yield being below 2%).

• Sector:
  • Light green = defensive
  • Light red = highly cyclical
• Yield:
  • Light green = above FTSE 100
  • Light red = above FTSE 100
  • Dark red = below 2%
• PE10:
  • Dark green = below 10
  • Light green = below FTSE 100
  • Light red = above FTSE 100
  • Dark red = above 30
• PD10:
  • Dark green = below 20
  • Light green = below FTSE 100
  • Light red = above FTSE 100
  • Dark red = above 60
• Growth Rate:
  • Light green = above FTSE 100
  • Light red = below FTSE 100
  • Dark red = below 2%
• Growth Quality:
  • Light green = above FTSE 100
  • Light red = below FTSE 100
  • Dark red = below 75%
• ROCE:
  • Light green = above 10%
  • Light red = below 10%
  • Dark red = below 7%
• Debt Ratio:
  • Light green = below 4
  • Light red = between 4 and 5
  • Dark red = above 5
• Capex Ratio:
  • Light green = below 1
  • Light red = between 1 and 2
  • Dark red = above 2
• UK Focus:
  • Light green = below 50%
  • Light red = above 50%

Defensive sectors

• Aerospace & Defense
• Beverages
• Electricity
• Fixed Line Telecommunications
• Food & Drug Retailers
• Food Producers
• Gas, Water & Multiutilities
• Health Care Equipment & Services
• Mobile Telecommunications
• Nonlife Insurance
• Personal Goods
• Pharmaceuticals & Biotechnology
• Tobacco

Cyclical sectors

Highly cyclical sectors are in bold.

• Automobiles & Parts
• Banks
• Chemicals
• Construction & Materials
• Electronic & Electrical Equipment
• Financial Services
• Forestry & Paper
• General Industrials
• General Retailers
• Household Goods & Home Construction
• Industrial Engineering
• Industrial Metals & Mining
• Industrial Transportation
• Leisure Goods
• Life Insurance
• Media
• Mining
• Oil & Gas Producers
• Oil Equipment, Services & Distribution
• Real Estate Investment & Services
• Software & Computer Services
• Support Services
• Technology Hardware & Equipment
• Travel & Leisure