Knowledge Base
In-depth guides, tutorials, and explainers for smarter stock screening.
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What Is a 13F Filing? How to Track Institutional Holdings
A 13F filing is a quarterly SEC report that discloses many U.S. equity holdings of large institutional investment managers. Learn what 13F filings include, how to interpret them, their limits, and how to use 13F signals in a stock screener.
What Is Average True Range (ATR)? Volatility Explained for Stock Screeners
Average True Range (ATR) is a volatility indicator that measures how much a stock typically moves over a set period. Learn how ATR is calculated, how to interpret it, and how to use it in stock screener filters for position sizing and risk control.
What Are Bollinger Bands? A Practical Guide for Stock Screeners
Bollinger Bands are a volatility indicator built around a moving average plus upper and lower standard-deviation bands. Learn how they are calculated, how to interpret squeezes and breakouts, and how to use them in your stock screener.
What Is Dividend Coverage Ratio? How to Test Whether a Dividend Is Sustainable
The dividend coverage ratio shows how many times a company's earnings (or free cash flow) can cover its dividend payments. Learn how to calculate it, what counts as healthy coverage, and how to use it in stock screening to avoid dividend traps.
What Is Dividend Reinvestment (DRIP)? How Dividends Compound Over Time
Dividend reinvestment means using cash dividends to buy more shares instead of taking the payout as cash. Learn how DRIPs work, why reinvestment accelerates compounding, what risks to watch, and how to use ScreenerHub to find stocks suited to long-term dividend reinvestment.
What Is Enterprise Value (EV)? The Complete Company Price Tag
Enterprise value (EV) is the total cost to acquire a company — equity plus debt minus cash. Learn how EV is calculated, why it's more complete than market cap, and how to use it in your stock screener.
What Is an Ex-Dividend Date? Timeline, Rules, and Investor Mistakes
The ex-dividend date determines which investors receive an upcoming dividend. Learn how ex-dividend, record, and payment dates work together, how the price typically adjusts, common mistakes to avoid, and how to use the date in ScreenerHub when screening dividend stocks.
What Is a Short Squeeze? Why Prices Can Spike Against Short Sellers
A short squeeze happens when a heavily shorted stock rises fast and forces short sellers to buy shares back, adding more upward pressure. Learn how a short squeeze works, what signals to monitor, and how to screen for risk and opportunity in ScreenerHub.
What Is the Stochastic Oscillator? %K and %D Explained for Stock Screeners
The stochastic oscillator is a momentum indicator that compares a stock's closing price to its recent trading range. Learn how %K and %D are calculated, how to interpret overbought and oversold zones, and how to use this indicator in your stock screener.
What Is VWAP (Volume Weighted Average Price)? A Practical Guide for Stock Screeners
VWAP (Volume Weighted Average Price) is an intraday benchmark that combines price and volume to show a stock's average traded price through the session. Learn how VWAP is calculated, how to interpret price vs. VWAP, and how to use VWAP in stock screening workflows.
Trailing P/E vs. Forward P/E: What's the Difference?
Learn the difference between trailing P/E and forward P/E, when each ratio is useful, where each one can mislead, and how to use the comparison in a practical stock-screening workflow.
What Is Earnings Yield? The Inverse of the P/E Ratio
Earnings yield shows how much annual earnings a stock generates for each dollar invested. Learn how to calculate earnings yield, how it relates to the P/E ratio, what counts as high or low by sector, where it can mislead, and how to use it in a ScreenerHub workflow.
What Is EV/FCF? The Valuation Ratio Built Around Real Cash
EV/FCF compares a company's enterprise value to its free cash flow to show how much investors are paying for real surplus cash generation. Learn how to calculate it, when it is useful, and how to use it in a stock screener.
What Is EV/Revenue? How to Value Growth Stocks Before Profits Arrive
EV/Revenue compares a company's enterprise value with its revenue to show how much investors are paying for each dollar of sales. Learn how to calculate EV/Revenue, what counts as expensive by sector, where it can mislead, and how to use it in a stock screener.
What Is Free Cash Flow Yield? A Cash-Based Way to Judge Valuation
Free cash flow yield compares a company's free cash flow with its market value to show how much cash investors get for each dollar invested in the stock. Learn how to calculate free cash flow yield, what counts as high or low by sector, where it can mislead, and how to use it in a stock screener.
What Is the Interest Coverage Ratio? How to Judge Debt Service Risk
The interest coverage ratio measures how easily a company can pay interest on its debt from operating profit. Learn how to calculate interest coverage, what ranges are healthy, where the metric can mislead, and how to use it in a stock screener.
What Is Net Debt? How to Measure Real Balance-Sheet Burden
Net debt measures how much debt remains after subtracting a company's cash and cash equivalents. Learn how to calculate net debt, how to interpret it, when it can mislead, and how to use it in a stock screener.
What Is the Quick Ratio? A Stricter Test of Short-Term Liquidity
The quick ratio measures whether a company can cover short-term liabilities using its most liquid assets, without relying on inventory sales. Learn how to calculate it, interpret it by sector, and use it in a stock screener.
What Is Working Capital? The Balance-Sheet Cushion Behind Day-to-Day Operations
Working capital measures the short-term financial cushion a company has after subtracting current liabilities from current assets. Learn how to calculate it, how to interpret positive or negative working capital, and how to use it in a stock screener.
What Is a Bull Market? Bull vs. Bear Market Explained for Investors
A bull market is a prolonged period of rising stock prices and improving investor confidence. Learn how bull markets differ from bear markets, what signals to watch, and how to screen for strength in ScreenerHub.
What Is a Stock? A Beginner's Guide to Ownership in a Company
A stock is a small ownership stake in a public company. Learn what owning stock actually means, how stocks make money, what risks come with them, and how this basic concept connects to stock screening.
What Is a Stock Exchange? How Public Stock Trading Works
A stock exchange is a regulated marketplace where shares of public companies are listed and traded. Learn how stock exchanges work, why they matter, and how exchange selection affects stock screening.
What Is a Stock Index? A Beginner's Guide to Market Benchmarks
A stock index tracks the performance of a selected group of stocks and acts as a benchmark for a market, sector, or strategy. Learn how indices like the S&P 500, Nasdaq 100, and Dow Jones work, how weighting changes performance, and how to use index logic in your stock screening.
What Is a Ticker Symbol? How Stocks Get Identified on the Market
A ticker symbol is a short code used to identify a publicly traded stock, ETF, or other security on an exchange. Learn how ticker symbols work, why they matter, and how to avoid common mistakes when searching for stocks.
What Is Float? Shares Outstanding vs Public Float Explained
Float measures how many shares are actually available for public trading. Learn how float differs from shares outstanding, why low-float stocks move more sharply, and how float connects to liquidity, short interest, and squeezes.
What Are Shares Outstanding? Why Share Count Matters for Every Stock Metric
Shares outstanding are the total company shares currently held by investors, excluding treasury stock. Learn how to calculate share count, how it affects market cap, EPS, dilution, float, and how to interpret it inside ScreenerHub.
What Is Stock Liquidity? How to Judge Tradability Before You Buy
Stock liquidity describes how easily you can buy or sell a stock without moving its price too much. Learn how to evaluate liquidity using volume, spreads, and market cap, how to avoid illiquid traps, and how to apply liquidity guardrails in ScreenerHub.
What Is Trading Volume? How to Read Liquidity and Market Interest
Trading volume measures how many shares changed hands during a given period. Learn how to interpret high vs. low volume, how average volume differs from one-day volume, and how to use volume in a stock screener.
Fundamental vs. Technical Screening: Which Approach Is Right for You?
Learn the difference between fundamental and technical stock screening, which filters belong in each approach, and how to decide when to use valuation, quality, momentum, or trend filters in ScreenerHub.
How to Combine Stock Screener Filters for Better Results with ScreenerHub
Learn how to combine stock screener filters without overcomplicating your process. This practical ScreenerHub guide shows how to layer valuation, quality, growth, technical, and risk filters into cleaner multi-factor screens.
How to Find High-Quality Stocks: A Step-by-Step Guide Using ScreenerHub
Learn how to screen for high-quality stocks using ROE, ROIC, gross margin, debt, and consistency filters. This practical ScreenerHub guide shows you how to build a repeatable quality stock screen without overpaying for weak businesses.
How to Screen for Turnaround Stocks: A Practical Recovery Checklist Using ScreenerHub
Learn how to screen for turnaround stocks using Altman Z-Score, debt-to-equity, current ratio, revenue growth, and profitability filters. This practical ScreenerHub guide shows how to find recovery candidates without blindly buying broken businesses.
How to Find Undervalued Stocks with a Screener
Learn how to find undervalued stocks with a practical ScreenerHub workflow that combines valuation, quality, and balance-sheet filters. This guide shows you which signals matter, which thresholds to start with, and how to avoid classic value traps.
How to Read Your Stock Screener Results: A Practical Guide Using ScreenerHub
Learn how to read stock screener results without mistaking a passing screen for a buy signal. This ScreenerHub guide shows you how to review columns, compare metrics, spot red flags, and turn a long result list into a focused shortlist.
How to Screen for Momentum Stocks: A Step-by-Step Guide Using ScreenerHub
Learn how to screen for momentum stocks using price performance, RSI, relative strength, and market cap filters. This step-by-step ScreenerHub guide shows how to build a practical momentum stock screen without blindly chasing overheated charts.
How to Use Technical Filters in a Stock Screener: A Practical Guide with ScreenerHub
Learn how to use RSI, moving averages, relative strength, and 52-week range filters in a stock screener. This practical ScreenerHub guide shows how to combine technical filters with fundamentals to find cleaner setups.
P/E Ratio by Sector: What's Normal?
P/E ratios vary widely by sector, so a stock's valuation only makes sense in context. Learn typical sector P/E ranges, why they differ, and how to compare a company's P/E against its industry in ScreenerHub.
Return on Equity by Industry: What's a Good ROE?
A good return on equity depends heavily on the industry. Learn typical ROE ranges by sector, why software, banks, and utilities should not be judged by the same benchmark, and how to screen for strong ROE in ScreenerHub.
Stock Screening vs. Stock Analysis: Where One Ends and the Other Begins
Stock screening filters the market with quantitative rules, while stock analysis evaluates whether a specific company deserves capital. Learn the difference, where each belongs in your workflow, and how to use both together in ScreenerHub.
7 Stock Screening Mistakes Beginners Make
These are the most common stock screening mistakes beginners make when they start filtering stocks. Learn how to avoid noisy screens, weak shortlists, and false confidence in ScreenerHub.
Value Stocks vs. Growth Stocks: How to Screen for Each
Learn the difference between value and growth stock screening, which filters belong in each approach, and how to build practical value and growth screens in ScreenerHub without mixing two different strategies by accident.
What Is the Altman Z-Score? How to Gauge Financial Distress Risk
The Altman Z-Score is a weighted financial health model that estimates how likely a company is to face distress. Learn how it is calculated, how to interpret the ranges, and how to use it in a stock screener.
What Is Discounted Cash Flow (DCF)? How to Estimate What a Stock Is Really Worth
Discounted cash flow (DCF) estimates a company's intrinsic value by converting future free cash flows into today's dollars. Learn how DCF works, how to calculate it, where it breaks down, and how to use ScreenerHub to find stocks worth valuing more closely.
What Is EBITDA? A Plain-English Guide for Stock Screeners
EBITDA measures a company's core operating profitability before interest, taxes, depreciation, and amortization. Learn what EBITDA means, how it's calculated, when it's useful, and how to use it in your stock screener.
What Is the Graham Number? A Classic Value Formula for Defensive Investors
The Graham Number is a conservative fair-value estimate based on earnings per share and book value per share. Learn how the formula works, what 22.5 means, when the Graham Number is useful, and how to apply the idea in ScreenerHub.
What Is Institutional Ownership? How to Read Fund Ownership in a Stock
Institutional ownership measures how much of a company is held by funds and other professional investors. Learn how institutional ownership is calculated, what high or low levels can mean, and how to use it in a stock screener.
What Is the Magic Formula (Joel Greenblatt)? A Simple Ranking System for Cheap, Good Businesses
The Magic Formula is Joel Greenblatt's ranking system for finding stocks that are both cheap and high quality. Learn how it works, how to interpret it, and how to approximate it with ScreenerHub filters.
What Is the Price-to-Book Ratio (P/B)? How to Use It in Stock Screening
The price-to-book (P/B) ratio compares a stock's market price to its book value per share. Learn what a good P/B ratio is, how it varies by sector, when it misleads, and how to use it as a filter in your stock screener.
What Is the Rule of 40? A Simple SaaS Health Check for Growth and Profitability
The Rule of 40 adds revenue growth and operating margin to judge whether a SaaS company is balancing expansion with profitability. Learn how to calculate it, what counts as a strong score, and how to apply it in ScreenerHub.
What Is Sector Rotation and How Do You Screen for It?
Sector rotation is the shift of investor capital from one market sector to another as the business cycle, interest rates, and market leadership change. Learn how sector rotation works, what signs to watch, and how to screen for it in ScreenerHub.
What Is CAGR? How Investors Measure Multi-Year Growth
CAGR, or compound annual growth rate, measures the average yearly growth of a business metric over multiple years. Learn how to calculate CAGR, how to interpret it, and how to use CAGR filters in your stock screener.
What Is a Dividend Aristocrat? Why 25 Years of Dividend Growth Matters
A Dividend Aristocrat is an S&P 500 company that has raised its dividend for at least 25 consecutive years. Learn what that status signals, how it differs from high-yield stocks, where it can mislead, and how to build an aristocrat-style screen in ScreenerHub.
What Is Dividend Growth Rate? How to Spot Compounding Income Stocks
Dividend growth rate measures how quickly a company increases its dividend over time. Learn how to calculate it, what counts as healthy dividend growth, why it matters alongside dividend yield, and how to use it in ScreenerHub to find compounding income stocks.
What Is EBITDA Margin? How to Measure Operating Profitability at a Glance
EBITDA margin shows how much of a company's revenue remains as EBITDA after core operating costs. Learn how to calculate EBITDA margin, what counts as a good EBITDA margin by sector, where it can mislead, and how to use it in a stock screener.
What Is Insider Ownership? How to Read the Insider Stake Behind a Stock
Insider ownership measures how much of a company is held by executives, directors, founders, and other insiders. Learn how insider ownership is calculated, what counts as high or low, and how to use it in a stock screener.
What Is MACD? How to Spot Trend Shifts and Momentum Changes
MACD is a momentum indicator built from two exponential moving averages. Learn how MACD works, how to interpret crossovers and the zero line, and how to use it in a stock screener.
What Is the PEG Ratio? How to Judge Growth Stocks Without Ignoring Valuation
The PEG ratio compares a stock's P/E ratio with its earnings growth rate. Learn how to calculate PEG, what counts as a good PEG ratio, where it can mislead, and how to use it in stock screening.
What Is the Piotroski F-Score? How to Judge Financial Strength in Value Stocks
The Piotroski F-Score is a 0-9 quality score built from nine profitability, leverage, liquidity, and efficiency checks. Learn how it works, how to interpret it, and how to use it in a stock screener.
What Is the Price-to-Sales (P/S) Ratio? How to Value Stocks When Earnings Are Weak
The price-to-sales (P/S) ratio compares a company's market value to its revenue. Learn what a good P/S ratio looks like, when it works better than P/E, where it misleads, and how to use it in stock screening.
What Is Relative Strength? RS Rating Explained for Momentum Stock Screening
Relative strength measures whether a stock is outperforming the market or its own recent trend. Learn what RS Rating means, how Relative Strength (Levy) works, and how to use it in ScreenerHub.
What Is Return on Assets (ROA)? How to Measure Asset Efficiency
Return on assets (ROA) measures how much profit a company generates from its asset base. Learn the ROA formula, what counts as a good ROA, and how to use ROA in a stock screener.
What Is Short Interest? How to Read Bearish Positioning in a Stock
Short interest measures how many shares of a stock have been sold short but not yet bought back. Learn what short interest means, how to interpret short interest percentage and days to cover, where it can mislead, and how to use it in a stock screener.
How to Screen for Dividend Stocks: A Practical Guide Using ScreenerHub
Learn how to screen for dividend stocks using yield, payout ratio, free cash flow, and balance-sheet filters. This step-by-step guide shows you how to build a reliable dividend stock screen on ScreenerHub without chasing unsafe yields.
How to Screen for Growth Stocks: A Step-by-Step Guide Using ScreenerHub
Learn how to screen for growth stocks using revenue growth, EPS growth, margins, and market cap filters. This step-by-step ScreenerHub guide shows you how to build a practical growth stock screen without chasing low-quality hype.
What Is the Current Ratio? A Simple Liquidity Check for Stocks
The current ratio measures whether a company has enough short-term assets to cover its short-term liabilities. Learn how to calculate it, what counts as healthy by sector, and how to use it in a stock screener.
What Is EPS Growth? How Investors Measure Earnings Momentum
EPS growth measures how quickly a company's earnings per share are rising or falling over time. Learn how to calculate EPS growth, how to interpret it, and how to use it in your stock screener.
What Is the Dividend Payout Ratio? How to Judge Dividend Safety
The dividend payout ratio shows how much of a company's earnings is paid out as dividends. Learn how to calculate it, what counts as a healthy payout ratio, when high payouts become risky, and how to use the metric in ScreenerHub to find safer income stocks.
What Is Revenue Growth Rate? How Investors Measure Business Momentum
Revenue growth rate measures how quickly a company's sales are expanding over time. Learn how to calculate revenue growth, what counts as strong growth by sector, and how to use the metric in your stock screener.
What Is EV/EBITDA? The Valuation Ratio That Cuts Through Capital Structure
EV/EBITDA compares a company's total enterprise value to its EBITDA to show how much investors are paying for the operating business. Learn how to calculate it, what counts as cheap by sector, and how to use it in your stock screener.
What Is Net Profit Margin? How Much Profit a Company Really Keeps
Net profit margin is the percentage of revenue a company keeps as profit after all expenses, interest, and taxes. Learn how to calculate it, what a good net margin looks like by sector, and how to use it in ScreenerHub.
What Is Operating Margin? The Core Profitability Metric Explained
Operating margin is the percentage of revenue a company keeps as operating profit after paying both production costs and operating expenses. Learn how to calculate it, what a healthy operating margin looks like by sector, and how to use it as a screening filter.
What Is Return on Invested Capital (ROIC)? The Best Test of Capital Efficiency
Return on invested capital (ROIC) measures how efficiently a company turns all long-term capital, both debt and equity, into after-tax operating profit. Learn the formula, what a good ROIC looks like, and how to use it as a stock screener filter.
What Is Book Value? Book Value Per Share Explained
Book value measures the net worth of a company according to its balance sheet — what would be left for shareholders if every asset were sold and every debt paid off. Learn what book value per share means, how to calculate it, and how to use it in stock screening.
What Is the 52-Week High/Low? The Price Range Explained for Stock Screeners
The 52-week high/low is the highest and lowest price a stock has traded at over the past year. Learn what it signals, how to interpret it, and how to use it as a filter in your stock screener.
What Is Beta? How to Measure Stock Volatility and Use It in Your Screener
Beta measures a stock's volatility relative to the market. Learn how to interpret beta values, what high and low beta mean for your portfolio, and how to use beta as a filter in your stock screener.
What Is Debt-to-Equity Ratio (D/E)? How to Measure Financial Leverage
The debt-to-equity (D/E) ratio measures how much a company relies on debt versus equity to finance its assets. Learn how to calculate it, interpret it by sector, and use it to screen for financially healthy stocks.
What Is Free Cash Flow (FCF)? Why It Matters More Than Net Income
Free cash flow (FCF) measures the real cash a company generates after paying for operations and capital expenditures. Learn how to calculate FCF, interpret it, and use it as a filter to find financially strong stocks.
What Is Gross Margin? How to Measure Pricing Power and Profitability
Gross margin is the percentage of revenue a company keeps after subtracting the direct costs of producing its goods or services. Learn how to calculate it, what a good gross margin looks like by sector, and how to use it as a screening filter.
What Is a Moving Average? SMA and EMA Explained for Stock Screeners
A moving average smooths a stock's price data over time to reveal the underlying trend. Learn how SMA and EMA are calculated, how to interpret them, and how to use them as filters in your stock screener.
What Is the P/E Ratio? How to Use It to Screen for Undervalued Stocks
The price-to-earnings (P/E) ratio measures a stock's price relative to its earnings per share. Learn how to interpret P/E, what counts as a 'good' P/E ratio, and how to use it as a filter in your stock screener.
What Is Return on Equity (ROE)? How to Screen for Quality Stocks
Return on equity (ROE) measures how efficiently a company generates profit from shareholders' equity. Learn the formula, how to interpret ROE by sector, and how to use it to screen for high-quality stocks.
What Is the RSI? The Relative Strength Index Explained for Stock Screeners
The RSI (Relative Strength Index) is a momentum oscillator that measures whether a stock is overbought or oversold. Learn how it works, how to read it, and how to use it as a filter in your stock screener.
What Is Dividend Yield? How to Find and Evaluate Income-Paying Stocks
Dividend yield measures how much a company pays in dividends relative to its share price. Learn how to calculate it, what counts as a good yield, how it varies by sector, and how to use it in your stock screener to find income-generating investments.
What Is EPS (Earnings Per Share)? A Beginner's Guide
Earnings per share (EPS) measures how much profit a company earns for each share of stock. Learn what EPS means, how to calculate it, and how to use it in your stock screener.
What Is Market Cap? A Beginner's Guide to Company Size
Market capitalization (market cap) is the total market value of a company's outstanding shares. Learn how to calculate it, what the size categories mean, and how to use market cap as a filter in your stock screener.
What Is Net Income? A Beginner's Guide to the Bottom Line
Net income is the profit a company keeps after paying all its expenses, interest, and taxes. Learn how it's calculated, what it signals to investors, and how to use it as a screening filter.
What Is Revenue? A Beginner's Guide to a Company's Top Line
Revenue is the total money a company earns from its core business activities before any expenses are deducted. Learn what revenue means, how to read it on an income statement, and how to use revenue growth as a filter in your stock screener.
How to Build a Watchlist: The Step-by-Step Guide to Tracking Stocks That Matter
A stock watchlist is your curated shortlist of investment candidates. Learn how to build, organize, and maintain a watchlist that turns screening results into informed decisions — using ScreenerHub's free watchlist tools.
How to Screen for Value Stocks: A Step-by-Step Guide Using ScreenerHub
Learn how to screen for value stocks using proven criteria like P/E ratio, P/B ratio, and ROE. This step-by-step guide shows you how to build a value stock screener on ScreenerHub — with real filters, thresholds, and examples.
How to Set Up Stock Alerts: Monitor Your Portfolio and Never Miss a Signal
Learn how to set up stock alerts that notify you when holdings drift from your investment criteria. Step-by-step guide using ScreenerHub's Monitoring Lab.
Stock Screening for Beginners: How to Find Your First Stocks Using a Screener
Stock screening for beginners starts with understanding a few key metrics and building a simple filter. This step-by-step guide walks you from zero to your first ScreenerHub screen in under five minutes.
What Is Stock Screening? The Complete Guide for Systematic Investors
Stock screening is the process of filtering thousands of stocks using quantitative criteria like P/E ratio, market cap, and dividend yield to find investment candidates. Learn how it works, why it matters, and how to start.