Fundamental Stock Screener for Value and Quality Investing
Analyze Quality, Value and Dividend Stocks with Confidence
ChartMill’s fundamental stock screener helps long-term investors identify quality, value and dividend stocks based on solid financial data.
Filter companies using valuation ratios, profitability metrics, financial health indicators and dividend characteristics to build a fundamentally strong portfolio.
- ✔ Screen by valuation and intrinsic value metrics
- ✔ Analyze profitability and balance sheet strength
- ✔ Find high-quality dividend opportunities
Fundamental Investing Screens and Strategies
Quality, Value and Dividend Screens
Explore pre-configured fundamental screens focused on quality, value and dividend investing. Filter for strong balance sheets, attractive valuations and consistent profitability.
Quality Investing Strategy Guide
Learn how to identify financially strong companies with durable competitive advantages using ChartMill’s fundamental stock screener.
Dividend Stock Screener
Find the best dividend stocks using the ChartMill Dividend Rating. Screen for sustainable yields, payout ratios and dividend growth history.
Tools for Fundamental Investors
ChartMill’s fundamental tools help you identify quality, value and dividend stocks using detailed financial data and proprietary ratings.
Analyze balance sheets, profitability metrics, valuation ratios and long-term trends to make informed investment decisions.
Fundamental Stock Screener
Use ChartMill’s fundamental stock screener to filter companies based on valuation, profitability, financial health and dividend strength.
Whether you focus on value investing, quality stocks or dividend income, our extensive fundamental filters help you find the right opportunities.
Pre-Configured Investing Screens
Explore ready-to-use fundamental screens inspired by value, quality and dividend investing strategies.
Customize these screens to match your own long-term investment philosophy.
Fundamental Analysis Reports
Every stock includes a daily updated Fundamental Analysis Report covering profitability, growth, financial health, valuation and dividend characteristics.
Proprietary ratings summarize each aspect to provide a clear, high-level view of a company’s financial strength.
Forward Earnings and Revenue Estimates
Access long-term analyst estimates for EPS and revenue to assess future earnings potential.
Track estimate revisions and earnings surprises to evaluate improving or deteriorating fundamentals.
Analyst Ratings and Price Targets
Review analyst ratings, price targets and historical upgrades and downgrades.
The Buy % Consensus rating provides a quick overview of overall analyst sentiment and is available as a screener filter.
Advanced Fundamental Metrics
- Earnings Surprises and Estimate Revisions
- Growth Acceleration Metrics
- Industry and Sector Rankings
- Long-Term Profitability Metrics (ROA, ROE, ROIC)
- Piotroski Score and Altman Z-Score
- Dividend Growth History
- ChartMill Fundamental Ratings
Financial Statements
Access 10 years of annual and quarterly financial data, including GAAP and non-GAAP earnings.
Visualize historical growth trends directly on charts.
Ownership and News
Analyze insider and institutional ownership trends, transaction history and the latest company news.
Fundamental Investing Resources
Access in-depth resources on value, quality and dividend investing to analyze valuation, profitability and long-term financial strength.
Finding Quality Compounders with Compounding Quality
How can we find the best companies in the world? This screener would be a good start: finding the best compounding quality companies, as described by Compounding Quality.
What is Quality Investing?
Quality investors focus on companies with an excellent track record of sales and earnings growth and where profit margins remain stable.
Caviar Cruise – A Stock Screener for Quality Investing
An overview of our Caviar Cruise Quality screens.
Terry Smith Portfolio Metrics To Find Quality Stocks
Finding Quality Stocks Using Terry Smith Portfolio Metrics
Fundamental Dividend Filters
A description of the fundamental properties related to stocks dividends, like dividend yield, dividend growth and dividend payout.
Best Dividend Stocks Screener
This screen uses the ChartMill predefined fundamental ratings to find high quality dividend stocks
What is Dividend Investing?
Dividend investing offers recurring income coming from dividend payments and in addition there is the potential capital appreciation from the stock. Dividend payments can be paid out as income or you can choose to reinvest these dividend payments to furth
Evaluating stocks for Dividend Investing
Owning Dividend paying stocks gives you a passive income. Learn how evaluate the best dividend stocks.
The ChartMill Dividend Rating
The ChartMill Dividend Rating evaluates the yield, reliability and sustainability of a dividend
Fundamental Health filters
Description of the fundamental indicators related to the health of a stock, like current ratio and quick ratio.
Fundamental Valuation Filters
A description of the fundamental filters related to valuation, like price/earnings, price/book, peg ratio
Fundamental Profitability Filters
A description of the fundamental filters related to profitability, like ROE, ROA. Asset Turnover
Fundamental Growth Filters
A description of the fundamental filters related to stock growth, like EPS and revenue growth.
How to find the best dividend stocks?
How to create a screener in ChartMill to find only those stocks that pay a very solid dividend and will most likely continue to do so in the near future.
How to find the best value stocks?
Using our stock screener to find the best value stocks
What is Value Investing?
Simply put, the value investor specifically looks for companies whose market value (stock price) is lower than their current intrinsic value.
Compounding Quality Screener
A screen as described by Compounding Quality (@QCompounding), a former professional investor. The screen focusses on quality stocks with low capital intensity and generating increasingly large free cash flows. A detailed description and discussion of the screen can be found in the linked article.
Caviar Cruise Full - Finding Stocks for Quality Investing
This screen also has a base version, but in this version we added some additional criteria to find stocks which qualify for quality investing. Quality investors only invest in the best and most profitable companies available. The screener can filter for criteria which are quantifiable, but besides this more research should be done on the results. Make sure to check the linked article for more information on quality investing and the screen.
Caviar Cruise Base - Searching for Quality
In this screen we apply some basic filters to find stocks which qualify for quality investing. Quality investors only invest in the best and most profitable companies available. The screener can filter for criteria which are quantifiable, but besides this more research should be done on the results. Make sure to check the linked article for more information on quality investing and the screen.
Terry Smith: Quality at fair price
A screener inspired by the work of Terry Smith, founder of Fundsmith. The screen finds quality companies while also taking into account a fair pricing. The output is meant to be investigated deeper for long term buy and hold.
Dividend Screens - Good Dividend Yield (minimum 5%) and Decent Financial Health
This screen shows companies that are financially stable and have a dividend yield of at least 5%.
Dividend Screens - Basic Dividend Yield (minimum 2%), Decent Financial Health and Good Payout Ratio (maximum 60%)
This screen applies a maximum payout percentage (up to 60%) so that enough cash remains in the company itself to invest.
Dividend Screens - Highest Dividend Yield (minimum 8%)
This screen shows companies offering the highest dividend yields (minimum 8%). Keep in mind that high-dividend stocks are not without risk. Be sure to read the article "evaluating stocks for dividend investing" for more detailed information (see Related Articles and videos below).
Dividend Screens - Decent Dividend Yield (minimum 3%), decent financial Health and Good Dividend Growth (between 10% and 20%)
This screen shows somewhat financially stable companies that pay reasonable dividends and maintain a good dividend growth%.
Dividend Screens - Best Dividend Stocks using the ChartMill Dividend Rating Filter
The "Best Dividend Stocks" screen uses the ChartMill Dividend Rating to find the best stocks for dividend investing. The dividend rating takes into account reliability and sustainability of the dividend. We also use the health and profitability ratings to make sure only solid stocks are selected.
Valuation/Quality Screens - Undervalued Stocks with High Piotroski F-score
This screen lists stocks with a high Piotroski F-score (8 or 9), while having a low Price/Book value and a good ChartMill valuation rating. So we are looking for quality companies which are undervalued.
Valuation Screens - Undervalued Stocks
The Decent Value Stocks screen is a Fundamental (FA) screen which will filter for stocks with a good fundamental valuation, while still showing decent profitability, health and growth.
Valuation Screens - Decent Value Stocks
This screen provides a selection of stocks that may be of interest to the value investor. Be sure to read the accompanying article for more detailed explanations regarding the use of the filters.
4 basic fundamental screens that will boost your search for the best stocks.
Investors come in different styles and sizes. In this article we take a look at four different fundamental screens that can serve as a basis for building your own investment portfolio with ChartMill. I'll explain what each style entails and what basic filters you can use in ChartMill to get a first basic selection.
INVESTING IN HIGH-QUALITY STOCKS? | ChartMill's most comprehensive screen filter!
In this video, we take a look at a recently added trading idea that was developed specifically to identify high-quality stocks.
Quality Stock Screener (Terry Smith Style)
In this video, we walk you through the exact filters designed to find high-quality companies with strong fundamentals and fair valuations.
Terry Smith Stock Picks Using ChartMill
In this video, I would like to introduce you to a new fundamental investment idea added in Chartmill 'Terry Smith Stock Picks', based on the strategy of Terry Smith, a respected investor and fund manager from the UK.
New Fundamental Reports in ChartMill
In this video we examine the fundamental reports in ChartMill a bit closer. These have been significantly updated recently and now contain much more detailed information. You can consult them on the profile page of the company in question via the item "fundamental analysis"
How to Find the Best Dividend Stocks using the ChartMill Stock Screener?
This video shows how to make a specific screening filter that looks for companies that have been paying a decent dividend for quite some time and are most likely to do so in the future. Beware, simply choosing companies that pay a very high dividend is not the way to generate a stable cash flow. Focus on companies with an irreproachable dividend track record (i.e. no interruptions) and where the dividend is growing steadily.
Finding Good Dividend Stock With Our New Dividend Filters
Investing in decent dividend stocks can be a great way to build long-term wealth and generate passive income. In this video, we'll explore some tips and techniques for finding high quality dividend stocks using the dividend screening filters in the ChartMill Stock Screener.
How to find financially sound Growth, Value or Dividend stocks that quote at key technical levels?
In this video you will learn: How to use ChartMill to find financially sound growth, value or dividend stocks using the predefined ChartMill Fundamental ratings And then use the technical screening capabilities to focus on stocks whose price currently coincides with a key technical price level, either support or resistance levels. The beauty of this is that we start from a fundamental perspective by first filtering on the basis of specific fundamental criteria. Within that selection, we then look specifically for price technical characteristics. In this way we combine fundamental with technical analysis.
How to find high quality VALUE stocks?
In this video, I use the stock screener to arrive at a basic list of high-quality value stocks of interest to value investors.