Stock Screener

Run the screener.

A value-investing screen across US and EU equities that triages candidates into a conviction-weighted shortlist. Here is how to run it and what every setting does.

When to use it

Reach for the screener when you don’t have a name yet — you want the product to surface candidates that clear a value bar, rather than valuing a company you already picked.

How to run it

  1. 01 Select Stock Screening in the workspace.
  2. 02 Optionally type a universe hint (see below), then set your preferences.
  3. 03 Send, and watch candidates get triaged into a shortlist live.

Universe

The universe is a free-text hint you type in plain language — it is not one of the preference controls below. The recognised scopes are US, EU, and US + EU (both). Any other phrasing is analysed across FinBro’s US + EU coverage.

Honest scope
FinBro screens US and EU equities. Type “US”, “EU” or leave it to cover both — there is no separate worldwide or frontier-market screen, and the guide won’t pretend otherwise. To narrow within that coverage, use the Focus setting for a sector or theme.

Settings

Seven controls shape the screen. Each one mirrors exactly what the composer exposes:

Solid bar
Strict · Balanced · Lenient · default Balanced
How high a name must clear to count as a solid pick. Strict = high-conviction BUYs only (conviction ≥ 7/10); Balanced = a BUY with conviction ≥ 6/10 (the default); Lenient = any BUY-rated pick qualifies.
Concentration
Concentrated · Balanced · Diversified · default Balanced
How much sector concentration the portfolio tolerates. Concentrated allows several names from one sector; Balanced caps each sector at roughly two names (the default); Diversified spreads picks across sectors.
Market cap
Any size · Small · Mid · Large · Mega · default Any size
Scope the universe by company size. Any size spans the whole investable universe, down to roughly a $300M data floor (the default); Small = $300M–2B; Mid = $2–10B; Large = $10–100B; Mega = $100B+.
Focus
Free-text theme · default Empty — broad
Optionally target a sector or theme (for example “gold miners” or “defense companies”). Leave it blank for a broad, macro-driven screen.
Portfolio size
1–10 · default 5
How many picks end up in the final portfolio. The screen iterates until it finds this many solid picks, or runs out of candidates.
Candidates reviewed
1–500 · default 16
The total candidate budget the screener triages one by one until the portfolio fills.
Min margin of safety
≥ 10%, no upper limit · default 20%
The lowest discount-to-fair-value a pick must clear to be eligible. Minimum 10%; higher is stricter and yields fewer picks.

Prompt patterns

  • Find undervalued European stocks with a balanced concentration setting.
  • Screen US defense companies with a strict solid bar and a 25% margin-of-safety floor.
  • Build a five-name shortlist from gold-related equities.

Candidate triage

The screener reviews candidates one by one, records why names clear or miss your bar, and only then forms the final portfolio. The live checklist is an audit trail: cleared names, screened-out names, conviction, sector and the final top-N note all remain visible while the report is written.

How it works

The screen triages candidates one by one until the portfolio fills or the candidate budget is exhausted. Names are ranked on a composite of quality, value, growth and margin of safety, and the macro regime tilts the sector weighting so the shortlist reflects the environment, not a static list.

It can lean on well-known public value playbooks, chosen to fit the goal:

Magic Formula
Ranks on the pairing of earnings yield and return on capital — good businesses at cheap prices.
Quality + Value
Balance-sheet and profitability quality bought at a valuation discount.
Deep Value
Statistically cheap names trading well below asset or earnings value.
GARP
Growth at a reasonable price — durable growth without paying a momentum premium.
Dividend Quality
Well-covered, growing dividends backed by real cash flow.
Sector-specific quality screens
Tailored quality gates for sectors where the standard metrics don't fit — banks, REITs, insurance and biotech.

Quality gates use public metrics such as the Piotroski F-Score and Altman Z-Score, with sector-appropriate substitutes where a metric doesn’t fit — banks, REITs, insurance and biotech.

What you get

A conviction-weighted shortlist you can act on — and any promising name can be handed off to a full Company Valuation for the complete write-up.

Keep reading

Company Valuation

Take a shortlisted name to a full report.

How it works

The pipeline behind the ranking.