Stock Filters

Stock Filters allow you to isolate stocks, indexes and companies based on criteria that includes percentage price change, revenue or income growth, industry and exchange.

• The Historical Price Filter lets you screen stocks and indexes based on their percentage price change. Price changes are based on the last available closing prices, and do not include intraday price action.
• The Intraday Price Filter lets you screen stocks and indexes based on their percentage price change for the current or last trading day. Historic prices are excluded. You can isolate securities that trade above a minimum market price, have a specified price/earnings ratio and much more.
• The Company Financials Filter lets you screen companies based on their industry classification, market capitalization, and most recent annual financial information such as revenue, net income and book value. All input fields are optional, but can be used to isolate specific companies within an industry that meet your criteria.

Stock Filter - Historical Price

Use the Historical Price Filter to screen stocks based on their percentage price change. Price changes are based on the last available closing prices, and do not include intraday price action. The database of historical prices is usually updated with the latest closing numbers before 8pm EST each weekday after the markets close. You have the option of isolating securities that meet one or more of the following criteria:

• have a percentage price change greater than, less than or equal to a specified amount
• trade above a minimum market price
• are in a particular industry
• are listed on a particular exchange

The following options are available:

• Exchange: Select "All" from the pulldown menu to search all publicly traded companies listed on all exchanges in the menu. Choosing a particular exchange or group of exchanges restricts the search to companies listed on the selected exchange(s).
• Industry: Select "All" from the pulldown menu to search all publicly traded companies in our database. Choosing a particular industry restricts the search to companies in the selected industry.
• Price Performance: Use Price Performance to isolate up to two stocks whose percentage price change is greater than, less than or equal to a specific amount during a selected time period. On the first line:
  • select a time period;
  • select Greater than, Less than or Equal to
  • and enter a number in the percentage change text box

For example: 1 Month return Greater than 30 % will return a Quote Report containing all stocks and indexes whose price has jumped by more than 30% during the last 30 calendar days. The second line under price performance is optional. if you choose to complete the first line and the second line, the search will isolate stocks and indexes that match the criteria entered in both lines. For example, 1 Month return Greater than 20% and Second line: 1 Year return Greater than 55% will isolate stocks and indexes whose price has jumped by more than 20% during the last 22 trading days and by more than 55% in the last year. In this case, you might be searching for growth stocks that have recently made a strong upward move.

• Price greater than ($): Select a minimum dollar amount from the pulldown menu. Selecting $10.00, for instance, restricts your search results to stocks that are currently trading at or above a price of $10.
• Report type: You can opt to view your search results in the Quote report, $ Change, or % Change report.
• Time period: 1 Week includes price gains or losses within the last seven calendar days. 1 Month spans roughly 30 calendar days. 1 Quarter, YTD, 1 Year, 3 Years and 5 Years refer to the last three months, year to date, on year, three years and five years, respectively.

Stock Filter - Intraday Price

The Intraday Price Filter lets you screen stocks based on their percentage price change during the current or last trading day. It does not include price information for previous trading days. You have the option of isolating securities that meet one or more of the following criteria:

• trade above a minimum market price
• have a minimum trading volume for the day
• have a price/earnings ratio above or below a specified level
• are in a particular industry
• are listed on a particular exchange

During trading hours (weekdays, 9:30 a.m. to 4 p.m.), prices are delayed at least 15 minutes for securities that trade on the NASDAQ Exchange and at least 20 minutes for securities that trade on all other exchanges. Returns calculations across the site reflect all stock splits and are based on simple capital appreciation. Calculations do not include the payment of dividends. Each report links to price charts, news and additional information on each company or index displayed on the report.

• Exchange: Select "All" from the pulldown menu to search all publicly traded companies listed on all exchanges in the menu. Choosing a particular exchange or group of exchanges restricts the search to companies listed on the selected exchange(s).
• Industry: Select "All" from the pulldown menu to search all publicly traded companies in our database. Choosing a particular industry restricts the search to companies in the selected industry.
• Price Change Greater than (%): Type a number into this text box. Example: If, during market hours, you enter 3.2 in the Price Change Greater than text box and click 'Go,' the report generated will display stocks that have risen more than 3.2% during the current trading day.
• Price Greater than ($): Select a dollar amount from the pulldown menu. Selecting $10.00, for example, restricts your search results to stocks that are currently trading at or above a price of $10.
• Price-to-earnings Ratio: The price-to-earnings ratio is a value indicator that represents the number of times a company's annual per share earnings must be multiplied in order to match its stock market price. A P/E ratio of 15 means that a stock is trading at 15 times earnings. In general terms, the higher the price-to-earnings ratio, the more expensive the stock. Earnings per share figures on the site are calculated based on net income for the trailing 12 month-period, meaning that net income figures are based on the company's last four available quarterly financial reports. Select either Greater than or Less than from the pulldown menu and enter a number. Example: If you select "Less than" and type in 10, the filter will display results for stocks that have a price-to-earnings multiple of less than 10 based on the latest intraday or end-of-day price.
• Report Type: You can opt to view your search results in the Quote report, $ Change, or % Change report.
• Volume Traded More than ('000s): This field is optional. Volume represents the total number of shares of that security that were traded during the current or at the end of the last trading day. Typing '400,' into the text box restricts your search results to stocks whose trading volume for the current or last trading day exceeds 400,000 shares.

Stock Filters - Company Financials

The Company Financials Filter is a search tool designed for isolating companies based on their industry classification, market capitalization, and most recent annual financial information such as revenue and revenue growth, net income and net income growth and book value. All input fields are optional, but can be used to isolate specific companies within a particular industry that meet revenue, income or other criteria.

• Country: Select "All" from the Country pulldown menu to search all publicly traded companies in the United States and Canada in our database. Choosing either "Canada" or the "United States" restricts your search to those companies incorporated in the selected country.
• Displayed Currency: When viewing the results of the Company Financials Filter in any of the three financial reports (Quarterly Results, Key Ratios, or Annual Results), you have three currency options that enable you to convert financial information from one currency to another within the report:
  • You can view the results in the currency in which the company originally reported its financial statements (As Reported)
  • You can view all the results in Canadian dollars; or
  • You can view all the results in U.S. dollars
• Industry: Select "All" from the pulldown menu to search all publicly traded companies in our database. Choosing a particular industry restricts the search to companies in the selected industry.
• Market Capitalization - Greater than ($000) and Less than: A company's Market Capitalization is its stock market dollar value, or all of its shares outstanding multiplied by its current stock price. Entering numbers in one of these text boxes is optional, but allows you to restrict your search to companies that have a minimum (greater than) or a maximum (smaller than) market capitalization. If you enter numbers into both fields, your search will isolate those companies that have a market capitalization within the range you've specified. To isolate companies with a market capitalization greater than $400,000, enter 400 in the Greater than ($000) text box.
• Net Income - Greater than (Million): Net income refers to the company's after-tax profits before extraordinary gains or extraordinary losses for the most recent annual period. Net income is also known as net earnings. To isolate companies with net income larger than $40-million, enter 40 in the text box provided.
• Price-to-Book Value Ratio - Greater than ($/Sh.): Price-to-Book Value Ratio measures the price of company's common shares relative to its shareholder's equity. Formula: Price divided by book value per share, which is calculated by dividing common shareholders' equity by the number of common shares outstanding at the end of the most recent annual fiscal year. A price-to-book multiple above one means that the price of the company's common shares is higher than its break-up value, or common shareholder's equity. A price-to-book multiple below one means that the price of the company's common shares are less than its break-up value, and the shares may be undervalued in relation to its break-up value. To find potentially undervalued companies, enter a number below one in the Price-to-Book Value Ratio text box.
• Report Type: You can opt to view your search results in the Quarterly Results, Key Ratios, or Annual Results report.
• Revenue Greater than (Million): Revenue consists of total Revenue from operations, less sales and excise taxes, plus income from investments and any other pretax income during the most recent quarter. To isolate companies with revenue larger than $100-million, enter 100 in the text box provided.
• 3 Yr. Net Income Growth - Greater than (%): Net income growth is calculated based on simple percentage growth in net income over a three year-period. Net income refers to the company's after-tax profits before extraordinary gains or extraordinary losses for the most recent annual period. Net income is also known as net earnings. To isolate companies with three-year net income growth larger than 50%, enter 50 in the text area provided.
• 3 Yr. Revenue Growth - Greater than (%): Revenue growth is calculated based on simple percentage growth in revenue over a three year-period. Revenue consists of total revenue from operations, less sales and excise taxes, plus income from investments and any other pretax income during the most recent quarter. To isolate companies with three-year revenue growth larger than 60%, enter 60 in the text area provided. Figures are calculated based on simple percentage growth in net income over a three year-period.