Company Screener: Your Idea Engine

Conlusion

Hey all. Let’s get straight to the point, why would you even bother with Palmy's company screeners if there are plenty of alternatives out there?

First and most important thing I'd say is:

Value at Speed

It’s straightforward to build a screener strategy. You can add:

• Countries
• Sectors
• Industries
• Exchanges
• Financial criteria

Before diving deeper, let me say what we won’t support:

• Noise and short-term filters such as technical indicators.

But let’s come back to the things we do support; International companies to screen with 15,000 companies.

So getting back to the screener strategy. I'd say that the idea behind limiting your entire screener results to certain countries, sectors and industries is very straightforward.

You open the filter menu by clicking the icon. The you are able to select your filters:

Say you need a very basic screener, showing all equities operating in the energy sector, located in US.

Selecting the criteria results in this view:

Value Investing Strategy Sample

So let’s get into a more advanced example, say you want to apply a real strategy:

1. Basics:
    - Say I am looking for US, CH, and JP stocks.
    - Earnings per Share (EPS): Greater than 0
    - Free Cash Flow: Greater than 0
    - Book Value per Share: Greater than 0
    - Shareholders’ Equity: Greater than 0


2. Price-to-Earnings (P/E) Ratio:
   - Less than: 15  
   - Lower P/E suggests undervaluation. Compare to sector average.

3. Price-to-Book (P/B) Ratio:
   - Less than: 1.5  
   - Company trading for less than its net asset value.

4. Debt-to-Equity (D/E) Ratio:
   - Less than: 0.5  
   - Low financial leverage = lower risk.

5. Current Ratio:
   - Greater than: 1.5  
   - Strong short-term liquidity.

6. Return on Equity (ROE):
   - Greater than: 10%  
   - Efficient use of shareholders' equity.

7. Price-to-Free Cash Flow (P/FCF) Ratio:
   - Less than: 20  
   - Indicates good value based on free cash flow generation.

Applying this strategy results in the following results:

Please not that the user interface is still in it's kindershoes. We will give our best to make it more intuitive and to reduce the data loading of long strategies/criterea.

Second thing to mention: Customization

As your strategies become more concrete you might want to save the time on opening each company report side by side.

We have two features for you:

• Multiselect the companies you're interested in and open them inside a comparison
• Add more columns to the table

Read Company Comparisons: Financial Data Warn as guide on Palmy‘s comparison features.

The second one is the real gem:

• Add financial metrics (More than 200 available) into your table.
• Add real-time metrics (such as LTM EPS, Market Cap. and Price) into your table.
• Add basic columns such as operating sector name, industry name, and country names.

As you can see it natively integrates with your basic table.

Third and foremost: The export feature

It gives you the benefit to work with the results inside your excel models — Fast, straightforward and without losing a single metric.

Conlusion

I tried my best to highlight the most important parts of the portfolio manager and showed you how to get started quickly - You might find some hidden gems by yourself, so please go ahead and create your portfolio.

Q&A