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is it possible to add or verify this filter please ?  Positive eanings revision by analyst.  Positive earnings surprises: announced corporate earnings that are higher than analysts expected  Increasing sales growth >5% : continued rapid growth in sales of a company's products sales growth in the current quarter at the rate of increase over the same quarter of the previous year  Expanding operating margins >5%  Strong cash flow, increase of 5%. company's free cash flow on a quarterly basis. "Total Operating Cash Flow(A)  Capital Expenditures(A) >= ( Total Operating Cash Flow(A1)  Capital Expenditures(A1) ) * 1.05"  Earnings growth >5%: sustained earnings growth quarter to quarter  Positive earnings momentum: earnings that are accelerating year over year (3 years minimum) "Diluted EPS(A) >= Diluted EPS(A1) * 1.05" or "EPS(A) >= EPS(A1) * 1.05  High return on equity compare to sector: high overall corporate profitability  Do i use "(periodtypeq = "Quarterly" AND (periodtypeq) IS NOT NULL)" thanks 
adolfin


gandolfi wrote:
 Expanding operating margins >5% > operating income divided by net sales 
adolfin


Below are some formulas you can use (all assume quarterly reporting companies):
 Positive earnings revision by analyst. We have the current consensus analyst recommendation, but do not have a variable for earnings revision.  Positive earnings surprises: announced corporate earnings that are higher than analysts expected We do no have a variable for earnings surprises.  Increasing sales growth >5% : continued rapid growth in sales of a company's products sales growth in the current quarter at the rate of increase over the same quarter of the previous year Total Revenue(I) > Total Revenue(I4) * 1.05  Expanding operating margins >5% Operating Income(I) / Total Revenue(I) > ( Operating Income(I4) / Total Revenue(I4) ) * 1.05  Strong cash flow, increase of 5%. company's free cash flow on a quarterly basis. "Total Operating Cash Flow(A) + Capital Expenditures(A) >= ( Total Operating Cash Flow(A1) + Capital Expenditures(A1) ) * 1.05" For most recent quarter compared to the same period a year ago, it would be: Total Operating Cash Flow(I) + Capital Expenditures(I) >= ( Total Operating Cash Flow(I4) + Capital Expenditures(I4) ) * 1.05  Earnings growth >5%: sustained earnings growth quarter to quarter I'm not quite sure what you are looking for here. For two consecutive quarters of 5% earnings growth compared to the prior year quarters, you can use: Net Income(I) >= Net Income(I4) * 1.05 and Net Income(I1) >= Net Income(I5) * 1.05  Positive earnings momentum: earnings that are accelerating year over year (3 years minimum) "Diluted EPS(A) >= Diluted EPS(A1) * 1.05" or "EPS(A) >= EPS(A1) * 1.05 This works. You can also compare A1 to A2 and A2 to A3 to look for a minimum of three years of growth.  High return on equity compare to sector: high overall corporate profitability We do not have sector averages builtin. You could use the Analytics functionality to manually calculate an average for your screener universe, and then plug that in to a formula.  Do i use "(periodtypeq = "Quarterly" AND (periodtypeq) IS NOT NULL)" That would ensure that you are only screening companies that report quarterly. 
Last Edit: 2 years, 6 months ago by admin.
The following user(s) said Thank You: gandolfi


thanks for your answer
"Total Operating Cash Flow(I)  Capital Expenditures(I) >= ( Total Operating Cash Flow(I4)  Capital Expenditures(I4) ) * 1.05" is it the same formula for "free cash flow" ? 
adolfin


Yes, free cash flow is operating cash flow less capital expenditures.



I just realized that I made a mistake in the free cash flow formulas. Capital expenditures is coded as a negative number from the cash flow statement. As a result, you need to add it to operating cash flow (as a negative), rather than subtract it, in order to calculate free cash flow.
I edited the responses in this thread to correct the affected formulas. 
The following user(s) said Thank You: gandolfi
