Caviar Cruise Full - Finding Stocks for Quality Investing

Caviar Cruise Full - Finding Stocks for Quality Investing Image
RUN IN STOCK SCREENER
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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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Stock Screener Settings

ROIC growth 5Y>=0%

A growing ROIC, showing improving profitability.

Revenue Next 3Y>=5%

An expected revenue growth of at least 5% per year over the next 3 years.

OM growth 5Y>=0%

A growing Operating Margin, showing improving profitability.

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.

PM growth 5Y>=0%

A growing Profit Margin, showing improving profitability.

(ebit5yGrowth>revenue5yGrowth)

The EBIT growth should be above the revenue growth.

Revenue growth 5Y>=5%

A yearly revenue growth of at least 5% on average in the past 5 years

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%

Exchange: US Only

Looking at the US markets

RUN
Chart Settings

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.