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Stock Screening and Stock Valuation

FINANCIAL DATABASES — STOCK SCREENING:

Free Screeners:

  • Yahoo Finance
  • Google Finance
  • ZACKS
  • Morningstar
  • CNBC
  • MarketWatch Screener
  • Motley Fool (look in CAPS section)
  • FinViz — Lots of screening filters plus table settings for results to make it easy to export.
  • Dividend.com — Screen specifically for dividend stocks.
  • Smart Money — A good screener but you do have to pay. It’s reasonably priced. See if you can get a free trial.
  • Daily Finance (an AOL company)
  • As of January 2011 we can no longer find a link to the screener at the Daily Finance site. However this direct link still works
  • Microsoft
    • New Version: Bing Finance If you go to Money Central, the stock screener link takes you to a Bing Finance Stock Screener. Unlike the older Money Central version, you do NOT need to download screener software or sign up for Microsoft’s .NET Passport and it does work in Firefox. Although you can sort up and down on various criteria you can see only 15 companies at a time rather than 200 at a time; so there is no easy way to download them into a database.
  • CNN/Money Calculators
  • Fund screener, and an ETF screener but the last we looked no overall stock screener.

Paid Screeners:

  • Standard & Poors
  • S&P is part of the McGraw Hill family of companies.
  • Look at Standard & Poors’ Compustat Services. If you want one of the top, in-depth databases, the Compustat database is for you. However, it is expensive.
  • Edgar Online
  • Edgar Online is not part of the SEC. It imports data from SEC’s EDGAR service. With the XBRL reporting now required by the SEC, Edgar Online can now slice and dice the data in increasingly useful ways. The service does cost, but is worth it.
  • Dun and Bradstreet
  • There are 17 companies in the D and B family, offering a number of financial and business services. This site offers gateways to all the related companies’ Internet sites.
  • Hoovers (Time-Warner)
  • In addition to having an extensive Web site, Hoovers also sells some of the data on CD-ROM via subscription.
  • AAII
  • Members can order the reasonably priced database on CD-ROM.
  • MarketSmith
  • Powered by William O’Neil & Co. (Investor’s Business Daily)
  • InvesTools
  • For a reasonable price, subscribers can do screenings on-line.
  • Validea.com
  • Combines traditional guru strategies with a new strategy combining elements of classic growth and momentum with tech sector realities.
  • Bloomberg Financial & News
  • Has an ETF screener and a Mutual Fund screener.
  • StockTables.com
  • Easy to use advanced stock screening.
  • Stock FetcherFor technical investors.
  • For technical investors.
  • Stock Consultant
  • Institutional Strength Technical Analysis!
  • Stock Smart
  • Screening by investment style and focus. Reasonable fee for use of the site which has comprehensive research information.
  • ValueEngine
  • Includes lists of problem banks, data on more than 700 publicly-traded financial institutions, our valuation and forecast data for the Home Building Industry, and much more.
  • Market Screen
  • powered by EDGAR Online.

STOCK VALUATION:

How is stock valuation different from stock screening? Basically, you are not looking for a stock based on technical factors and performance. You have instead evaluated a company and decided that in terms of being a company it’s a good bet. But has everybody else discovered the same thing and already caused the stock to be overvalued? What is a fair price for this company’s stock, anyway?

There are not many sites with software geared to answering this question but the list may grow. Are the sites methods valid? We don’t attempt to evaluate them. To give valid results, there are several considerations. Is the software measuring the right parameters? If the site is inserting numbers into the fields, are the numbers right? Are they outdated? If you can insert your own numbers, are you sure you are inserting the right thing? Are your figures outdated?

Here are the Stock Valuation and Related Sites: