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Beginner and formula for filter
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Beginner and formula for filter 2 weeks ago #2702

  • gandolfi
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hello,

I start with the screener and I can't find my filter criteria.

- Price which has increased by 10% for the current year
- Price increased by 10% for year n-1
- Price increased by 10% for year n-2
- Netsales which increased by 10% for the current year
- Netsales which increased by 10% for the year n-1
- Netsales which increased by 10% for the year n-2
- EPS which increased by 10% for the current year
- EPS which increased by 10% for year n-1
- EPS which increased by 10% for year n-2
- Cashflow which increased by 10% for the current year
- Cash flow which increased by 10% for the year n-1
- Cash flow which increased by 10% for the year n-2
- Netmargin >5% for the current year
- Netmargin >5% for year n-1
- Netmargin >5% for year n-2
- Leverage (Debt / EBITDA) <3 for the current year
- Leverage (Debt / EBITDA) <3 for year n-1
- Leverage (Debt/EBITDA) <3 for year n-2


Thank you for your help

Translated with www.DeepL.com/Translator (free version)
adolfin

Re: Beginner and formula for filter 1 week, 6 days ago #2703

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Assuming you are screening quarterly reporting markets (4 interim periods per year), you can use the following Free Form Conditions:

- Price which has increased by 10% for the current year

Price-52 week price percent change >= 0.1

- Price increased by 10% for year n-1

We do not offer this.

- Price increased by 10% for year n-2

We do not offer this.

- Netsales which increased by 10% for the current year

( Total Revenue(I) + Total Revenue(I-1) + Total Revenue(I-2) + Total Revenue(I-3) ) >= ( Total Revenue(I-4) + Total Revenue(I-5) + Total Revenue(I-6) + Total Revenue(I-7) ) * 1.1

- Netsales which increased by 10% for the year n-1

We do not have quarterly results that go that far back, but you can use the last fiscal year:

Total Revenue(A) >= Total Revenue(A-1) * 1.1

- Netsales which increased by 10% for the year n-2

Similarly, you can use the prior fiscal year:

Total Revenue(A-1) >= Total Revenue(A-2) * 1.1

- EPS which increased by 10% for the current year

( Diluted EPS(I) + Diluted EPS(I-1) + Diluted EPS(I-2) + Diluted EPS(I-3) ) >= ( Diluted EPS(I-4) + Diluted EPS(I-5) + Diluted EPS(I-6) + Diluted EPS(I-7) ) * 1.1

- EPS which increased by 10% for year n-1

You would use the fiscal years, like above, since we don't have quarterly numbers for the entire period:

Diluted EPS(A) >= Diluted EPS(A-1) * 1.1

- EPS which increased by 10% for year n-2

Diluted EPS(A-1) >= Diluted EPS(A-2) * 1.1

- Cashflow which increased by 10% for the current year

( Total Operating Cash Flow(I) + Total Operating Cash Flow(I-1) + Total Operating Cash Flow(I-2) + Total Operating Cash Flow(I-3) + Capital Expenditures(I) + Capital Expenditures(I-1) + Capital Expenditures(I-2) + Capital Expenditures(I-3) ) >= ( Total Operating Cash Flow(I-4) + Total Operating Cash Flow(I-5) + Total Operating Cash Flow(I-6) + Total Operating Cash Flow(I-7) + Capital Expenditures(I-4) + Capital Expenditures(I-5) + Capital Expenditures(I-6) + Capital Expenditures(I-7) ) * 1.1

- Cash flow which increased by 10% for the year n-1

Using the fiscal year periods, like above:

Total Operating Cash Flow(A) + Capital Expenditures(A) >= ( Total Operating Cash Flow(A-1) + Capital Expenditures(A-1) ) * 1.1

- Cash flow which increased by 10% for the year n-2

Total Operating Cash Flow(A-1) + Capital Expenditures(A-1) >= ( Total Operating Cash Flow(A-2) + Capital Expenditures(A-2) ) * 1.1

- Netmargin >5% for the current year

( ( Net Income(I) + Net Income(I-1) + Net Income(I-2) + Net Income(I-3) ) / ( Total Revenue(I) + Total Revenue(I-1) + Total Revenue(I-2) + Total Revenue(I-3) ) ) >= 0.05

- Netmargin >5% for year n-1

( ( Net Income(I-4) + Net Income(I-5) + Net Income(I-6) + Net Income(I-7) ) / ( Total Revenue(I-4) + Total Revenue(I-5) + Total Revenue(I-6) + Total Revenue(I-7) ) ) >= 0.05

OR using fiscal year:

Net Income(A) / Total Revenue(A) >= 0.05

- Netmargin >5% for year n-2

Using fiscal year:

Net Income(A-1) / Total Revenue(A-1) >= 0.05

- Leverage (Debt / EBITDA) <3 for the current year

Total Debt(I) / ( EBITDA(I) + EBITDA(I-1) + EBITDA(I-2) + EBITDA(I-3) ) < 3

- Leverage (Debt / EBITDA) <3 for year n-1

Total Debt(I-4) / ( EBITDA(I-4) + EBITDA(I-5) + EBITDA(I-6) + EBITDA(I-7) ) < 3

OR using fiscal year:

Total Debt(A) / EBITDA(A) < 3

- Leverage (Debt/EBITDA) <3 for year n-2

Total Debt(A-1) / EBITDA(A-1) < 3
Last Edit: 6 days, 15 hours ago by admin.

Re: Beginner and formula for filter 1 week, 6 days ago #2704

  • gandolfi
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thank you very much for such a detailed answer. i will try.

if you not offer " Price increased by 10% for year n-1" . is it possible to have the condition
- Price which increase by 30 % during the last 3 years ?
adolfin

Re: Beginner and formula for filter 1 week, 6 days ago #2705

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We only have price change variables going back a maximum of one year, and only for certain pre-defined periods. We cannot calculate price change over a longer period.
The following user(s) said Thank You: gandolfi

Re: Beginner and formula for filter 1 week, 6 days ago #2706

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- Do you have an alternative to select the stocks that have had a regular progression during the last 3 years (growth stock).
- I would also like to avoid the growth stocks which are +60% and then -40%. It would be in progression of 20% but they are too volatile.
adolfin

Re: Beginner and formula for filter 1 week, 6 days ago #2707

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Unfortunately, we do not have price history going back more than a year. You can look for progression in company performance, but not in price.
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