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.
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Profit Quality(5y)>=75%
The Profit Quality is defined as the Free Cash Flow to Net Income as a percentage and expresses to what extend the company is able to turn net profit into cash. We need this to be at least 75% on average in the past 5 years.
Exchange: US Only
Looking at the US markets
ROIC growth 5Y>=0%
A growing ROIC, showing improving profitability.
OM growth 5Y>=0%
A growing Operating Margin, showing improving profitability.
Revenue Next 3Y>=5%
An expected revenue growth of at least 5% per year over the next 3 years.
Revenue growth 5Y>=5%
A yearly revenue growth of at least 5% on average in the past 5 years
(ebit5yGrowth>revenue5yGrowth)
The EBIT growth should be above the revenue growth.
PM growth 5Y>=0%
A growing Profit Margin, showing improving profitability.
Debt/FCF<=5
We want the Debt to Free Cash Flow ratio to be below 5, meaning it would take less than 5 years to pay of the total debt
ROICexgc>=15%
A return on Invested Capital (ROIC) of at least 15%
default setting are applied
Regional Run
Run this screen in your favorite region. You can always further fine tune the screen by changing the general settings after it opened in the screener.