Market Capitalization (Market Cap)
Market cap is the total value of a company based on its share price and number of shares.
\(\text{Market cap} = \text{share price} \times \text{number of outstanding shares}\)
Analogy: Like buying a whole cake by adding up the cost of each slice. If each slice is $10 and there are 10 slices, the cake is worth $100.
Short-Term Return
The percentage change in a stock's price over a short period (days). These movements are often driven by news or events.
\(\text{Short-term return} = \frac{\text{price today} - \text{price at start}}{\text{price at start}} \times 100\)
Common Drivers:
- Surprising earnings reports
- Management changes
- Disruptive news announcements
- Investor sentiment or speculation
Analogy (Positive): Like a celebrity's popularity on social media — one news story or post can cause a sudden surge in attention.
Analogy (Negative): Like a fire alarm in a building — people react suddenly, sometimes over nothing. In the short term, stocks can behave the same way due to fear or rumors.
Long-Term Return
The percentage change in a stock's price over a longer period (weeks). It reflects sustained business performance and investor confidence.
\(\text{Long-term return} = \frac{\text{price today} - \text{price at start}}{\text{price at start}} \times 100\)
Common Drivers:
- Business growth
- Market share and competitive position
- Strategic execution
- Long-term sentiment and trust
Analogy (Positive): Like planting a tree — with time and care, it grows strong and valuable.
Analogy (Negative): Like a slowly leaking boat — problems build up unnoticed, and over time, they can cause the whole investment to sink.
Dividend Yield
Dividend yield shows the cash return an investor receives each year compared to the stock's current price, expressed as a percentage.
\(\text{Dividend yield} = \frac{\text{annual dividend per share}}{\text{share price}} \times 100\)
Analogy: Like owning a fruit tree — it puts the energy from earth and sun either in its height (price) or into fruits (dividends).
Revenue Growth (YoY)
Year-over-year revenue growth measures how much a company’s sales increased or decreased compared to the same period last year.
\(\text{Revenue growth} = \frac{\text{current period revenue} - \text{prior period revenue}}{\text{prior period revenue}} \times 100\)
Analogy: Like checking whether a store’s monthly sales are higher or lower than last year’s same month.
Operating Margin (TTM)
Operating margin shows how much profit a company keeps from its core business after operating expenses, before interest and taxes.
\(\text{Operating margin} = \frac{\text{operating income}}{\text{revenue}} \times 100\)
Analogy: Like the amount of money left from a lemonade stand after paying for lemons, cups, and helpers.
Enterprise Value / Revenue (EV/Revenue)
EV/Revenue compares a company’s total valuation (including debt) to the revenue it generates. Lower values can indicate cheaper valuations relative to sales.
\(\text{EV/Revenue} = \frac{\text{enterprise value}}{\text{revenue}}\)
Analogy: Like paying for a store based on how much it sells each year—lower price per dollar of sales means a better deal.
Enterprise Value / EBITDA (EV/EBITDA)
EV/EBITDA compares a company’s total valuation (including debt) to its earnings before interest, taxes, depreciation, and amortization. Lower values can signal cheaper valuations relative to operating earnings.
\(\text{EV/EBITDA} = \frac{\text{enterprise value}}{\text{EBITDA}}\)
Analogy: Like paying for a store based on its operating cash power—less paid per dollar of EBITDA means a better deal.
Beta
Beta measures how much a stock's price moves compared to the overall market.
- Greater than 0 moves in line with the market
- Less than 0 means it moves in the opposite direction
Analogy: Like umbrella sales and rainy days — when it rains a lot (the market moves up), umbrella sales go up (the stock responds accordingly). A negative beta would be like beach towel sales — they go down when it rains a lot.
Sectors
Select one or more market sectors to narrow down the screener universe before any performance filters run.
Analogy: Like choosing which aisles to browse in a supermarket — focus only on the shelves that matter to you and skip the rest.
Keyword Search
This function searches for the specified word or phrase within the company descriptions of all listed companies. It allows users to identify companies that mention a particular term in their business overview.
Expertise level
Select how experienced you are with financial analysis so the output can be adjusted accordingly.