How to Use The Investing.com Stock Screener

The Stock Screener can be accessed directly, or by navigating to it from the Investing.com desktop site as follows:

1. On the top menu bar, hover over the “Markets” tab on the far left side.
2. In the dropdown menu that appears, hover over “Stocks.”
3. Finally, click on the first option, “Stock Screener,” within the next dropdown menu.

Below is a thorough guide to using the Investing.com Stock Screener. Follow along by opening the screener in another window alongside this article.

The screener is divided into multiple tabs, and the one you’ll see first by default is a collection of the most popular screeners: the “Popular” tab.

1. Popular: Here you’ll find such commonly used filters as market cap, P/E ratio, analyst target upside, and dividends payment streak (see above).
2. Price: This tab contains all metrics relating to stock price, such as the 52-week high and low, price percentage of the 50-day moving average, and realized volatility.
3. Valuation: These valuation-related metrics include a number of the filters under the Popular tab, such as P/E Ratio and EV to EBITDA, as well as the price-to-book ratio, free cash flow yield, and many others.
4. Financials: Here you’ll find balance-sheet-related metrics, e.g., net debt, sales, total equity, and so on.
5. Dividends: A number of dividend-related metrics can be screened for here, among them dividend yield (and the five-year average thereof), dividend payment streak, and more.
6. Growth: Particularly useful for growth-oriented investors, this tab includes many growth-related metrics: capital spending growth, EPS growth, free cash flow growth, and others.
7. Returns: Momentum investors are likely to use these screeners – here you can filter for stock price changes over 17 different time frames: year to date, 10 years, 1 week, and everything in between
8. Risk: This tab offers many filters relating to a company’s liabilities, its chances of going bankrupt, and so on: debt to assets, debt to EBITDA, beta, and quick ratio, among others.
9. Technical: These filter for technical analysis indicators on stock price movements, such as the relative strength index (RSI), moving average convergence/divergence (MACD), and more.
10. Efficiency: This tab offers efficiency-related metrics that further assess a company’s financial health, such as various margins, return on assets, the Piotroski score, and so on.
11. Profile: Finally, a handful of additional filters are found here: index, first trade date, next earnings date, and employee count.

To start using the Stock Screener, click on the dropdown menu available for any metric – let’s use Market Cap as an example – and you’ll see a range of easy preset options:

And for virtually every filter (excepting those where this isn’t applicable, like Index), you can also set a custom filter. Here’s what’s available for Market Cap: 

After you’ve applied one or more filters, you’ll see how many stocks fulfill those criteria, as well as how many filters you are currently applying in the screener (and under which tabs):

To reset the screener, click “Reset All,” as seen in the top right corner in the above screenshot. And if you wish to remove only some of your filters, click on “Applied Filters,” then hover over the filter you want to remove and click on the trash can:

Finally, if you wish to save a particular set of applied filters, simply click “Save” in the top right corner – and “My Screeners” to view your saved screens.

And if you’d like to use easy preset screens to fit different investing themes and strategies, peruse the “Popular Screeners” box on the right side of the page, or expand the selection into the full collection of pre-defined screeners by clicking “View All,” then simply click any one of your choosing.

To view the results of the filters you’ve applied, either scroll down or click on the “[number] Stocks Found] link at the top of the screener:

Here, too, you’ll see a number of tabs. The default is Overview, with a great deal of basic information on the company: sector, market cap, exchange, P/E, and so on.

You can pull up a lot more information on the filtered stocks by clicking on any of the other tabs available, as seen above: Insights, Valuation, Returns, Technical, Financials, Growth, or Risk. Or you can design your own tab displaying the data of your choosing by clicking into the Custom tab.

And there are quick filters at the top of the results table: sector, industry, equity type, country, and currency.

Within the results table, as well, you can reorder the stocks by clicking on the column headers. For instance, if you’d like to put the lowest P/E stocks at the top, simply click on the “P/E Ratio” column header twice:

Finally, you can download the table if you wish, via the “Download” link above the table and to the right. Above that is the option to view more or fewer rows of results at once.

Here’s a step-by-step guide to performing a basic stock screen on Investing.com:

• Determine Your Strategy: In accordance with your investment goals, decide whether you are looking for growth stocks, value stocks, dividend-paying stocks, or another type of investment – or a deft combination of equities that hit several different types of metrics.
• Set a Time Horizon: Determine if you are investing for quick, short-term profits, a longer-term retirement nest egg, income, or something else entirely.
• Risk Tolerance: Assess how much risk you are willing to take on – which, of course, is influenced by time horizon and overall investment goals. Figuring this out will clarify whether you should gravitate toward more high-risk, high-reward stocks or more stable, lower-risk investments.

Here are some examples of fundamental metrics you might want to consider filtering for:

• Market cap: Define the size of the companies you are interested in (e.g., small-cap, mid-cap, large-cap).
• Price-to-Earnings ratio: Filter companies by P/E ratio to identify undervalued (low P/E) or overvalued (high P/E) stocks.
• Earnings-per-share growth: Look for companies with consistent or accelerating EPS growth.
• Return on equity: High ROE can indicate efficient management and profitability.
• Debt to equity: Assess a company’s leverage. Lower ratios generally indicate a safer investment.
• Dividend yield: If you are looking for steady income, filter by dividend yield to find companies that offer solid payouts.

Following are a handful of technical filters that can help inform your investment decisions as well.

• Returns: Look for stocks with strong price momentum over specific time frames (e.g., 3 months, 6 months, 1 year).
• Volume: High trading volume can indicate strong investor interest.
• Moving averages: Stocks’ position in relation to various moving averages can demonstrate technical strength or weakness over different time frames.

• Input the selected criteria into the Investing.com Stock Screener.
• Further narrow down the list by adding or adjusting criteria as you consider your investment goals.

• Research further: Conduct deeper research into the companies that meet your screening criteria. Look into their financial statements, industry trends, management quality, and future prospects.
• Diversify: Ensure that your selected stocks are from diverse sectors in order to minimize your overall risk. Many investors will also reserve a tiny percentage of their portfolio for high-risk, high-reward stocks for lottery-ticket scenarios, even if the overall portfolio largely contains more secure bets.
• Evaluate risks: Consider any potential risks associated with the stocks, such as market volatility, economic factors, and industry-specific risks.

• Regular review: Continuously monitor the performance of your selected stocks.
• Rebalance portfolio: Periodically reassess your portfolio to ensure it aligns with your investment goals and risk tolerance.
• Stay informed: Keep up to date with news and developments that may impact your investments.

If you are new to stock screening or want to save time, you can use Investing.com’s Popular Screeners. You might also save time by using the basic metrics available in the Popular tab of the screener itself.

To use the Popular Screeners feature, simply click “View All” in that feature box:

Then review the many preset screens offered, evaluating the screens’ appropriateness for your investment goals, risk tolerance and time horizon.

When you’ve decided on a theme or strategy, simply click on it and review the results. Also note that you can customize a preset filter in any way you wish.

Finally, you can save the filter if you’ve found one you particularly like, adding it to the “My Screeners” section referenced earlier in this article:

The Investing.com Stock Screener is a powerful, easy-to-use tool that can help you identify the best stocks to further your investment goals. Using it, especially with practice and experimentation, can help you streamline your stock-picking and make better-informed investment decisions overall. 

Of course, always remember that screening is just the first step. Ensure you perform detailed research and due diligence on the filtered stocks, as this step is a crucial one to take before you make any investment decisions.

Investing.com is a multi-language financial platform offering tools, news, and analysis for global markets in equities, bonds, commodities, currencies, and crypto.

You can access the Stock Screener by hovering over the “Markets” tab, selecting “Stocks,” and then clicking on “Stock Screener.”

The Investing.com Stock Screener features multiple tabs, including Popular, Price, Valuation, Financials, Dividends, Growth, Returns, Risk, Technical, Efficiency, and Profile.

Yes, you can save your applied filters by clicking the “Save” button, and access them later under “My Screeners.”

Investing.com’s preset screeners are designed to easily accommodate specific investing strategies and themes.

Use the Investing.com Stock Screener as just one crucial component of your toolkit: Ensure you fully research the stocks you’re considering for your portfolio, and regularly monitor and adjust your holdings to keep them aligned with your investment goals and risk tolerance.