You can screen stocks in Excel by hundreds of custom parameters, values, key ratios, prices, and fundamentals.
[thrive_leads id=’10782′]
- Screen markets with 10 years of key fundamental data
- Build complex filter criteria with an unlimited number of filter conditions and comparisons
- Mine financial statements for investment advantage with ease
- Tree-like or Text-based filter editing style
- Filter by comparing fields, indicators in history
- Copy and paste screened stocks to excel sheet
- Get 10 years of history of key ratios for any stock
- Save your screen formulas as text in Excel sheets
- Choose columns to show or hide to copy paste in Excel
- You screener formula histories can be stored
[thrive_leads id=’10712′]
Available Indicators
We support more than 400 fundamental indicators. The ones below is a small sample. Check our full fundamental data point list below.
| Projected fiscal year-end date |
| Number of months since last reporting period. If this field is other than 12 months, the company has likely changed their fiscal year end. |
| Loans |
| Investment securities |
| Lease financing income |
| Other interest income |
| Federal funds sold/purchased |
| Interest bearing deposits |
| Loans held for resale |
| Trading account securities |
| Time deposits placed |
| Other money market investments |
| Total money market investments |
| Total interest income |
| Deposits |
| Short term debt |
| Float term debt |
| Federal funds purchased/securities sold |
| Capitalized lease obligations |
| Other interest expense |
| Total interest expense |
| Net interest income (expense) |
| Provision for loan loss |
| Trust fees by commissions |
| Service charge on deposit accounts |
| Other service charges |
| Security transactions |
| Premiums earned |
| Net realized capital gains |
| Investment banking profit |
| Other non-interest income |
| Total non-interest income |
| Salaries and employee benefits |
| Net occupancy expense |
| Promotions and advertising |
| Property/liability insurance claims |
| Policy acquisition costs |
| Amortization def. policy acquisition cost |
| Current and future benefits |
| Other non-interest expense |
| Total non-interest expense |
| Premium tax (credit) |
| Minority interest |
| Income taxes |
| Income, acquired in process R&D |
| Income, restructuring and M&A |
| Other special charges |
| Special income/charges |
| Net income from continuing operations |
| Net income from discontinued operations |
| Net income from total operations |
| Extraordinary income/losses |
| Income from cumulative effect of account chg |
| Income from tax loss carry forward |
| Other gains (losses) |
| Total net income |
| Normalized income |
| Net income available for common |
| Preferred dividends |
| Basic EPS from continuing operations |
| Basic EPS from discontinued operations |
| Basic EPS from total operations |
| Basic EPS from extraordinary income |
| Basic EPS from cumulative effect of accounting chg |
| Basic EPS from tax loss carry forward |
| Basic EPS from other gains (losses) |
| Basic EPS, total |
| Basic normalized net income/share |
| Diluted EPS from continuing operations |
| Diluted EPS from discontinued operations |
| Diluted EPS from total operations |
| Diluted EPS from extraordinary income |
| Diluted EPS from tax loss carry forward |
| Diluted EPS from other gains (losses) |
| Diluted EPS, total |
| Diluted normalized net income/share |
| Dividends paid per share |
| Revenues, year to date |
| Cash and due from banks |
| Restricted cash |
| Federal funds sold/securities purchased |
| Interest bearing deposits at other banks |
| Investment securities, net |
| Loans |
| Unearned premiums |
| Allowance for loans and lease losses |
| Net loans |
| Premises and equipment |
| Due from customers’ acceptance |
| Trading account securities |
| Other receivables |
| Accrued interest |
| Deferred acquisition cost |
| Accrued investment income |
| Separate account business |
| Time deposits placed |
| Intangible assets |
| Other assets |
| Total assets |
| Non-interest bearing deposits |
| Interest bearing deposits |
| Short term debt |
| Other liabilities |
| Bankers’ acceptance outstanding |
| Federal funds purchased/securities sold |
| Accrued taxes |
| Accrued interest payables |
| Other payables |
| Capital lease obligations |
| Claims and claim expense |
| Future policy benefits |
| Unearned premiums |
| Policy holder funds |
| Participating policy holder equity |
| Separate accounts business |
| Minority interest |
| Float term debt |
| Preferred stock equity |
| Common stock equity |
| Common par |
| Additional paid in capital |
| Cumulative translation adjustment |
| Retained earnings |
| Treasury stock |
| Other equity adjustments |
| Foreign currency adjustments |
| Net unrealized loss/gain on investments |
| Net unrealized loss/gain on foreign currencies |
| Net other unearned losses/gains |
| Total equity |
| Total liabilities |
| Shares outstanding common class only |
| Preferred shares |
| Total ordinary shares |
| Total common shares outstanding |
| Treasury shares |
| Basic weighted shares outstanding |
| Diluted weighted share outstanding |
| Number of employees |
| Number of part-time employees |
| Net income (earnings) |
| Provision for loan losses |
| Depreciation and amortization |
| Deferred income taxes |
| Change in assets (receivables) |
| Change in liabilities (payables) |
| Investment securities gain |
| Net policy acquisition costs |
| Realized investment gains |
| Net premiums receivables |
| Change in income taxes |
| Other non-cash items |
| Net cash from operating activities |
| Proceeds from sale/mat. inv. |
| Purchase of investment securities |
| Net increase federal funds sold |
| Purchase of property & equipment |
| Acquisitions |
| Other investing changes, net |
| Net cash from investing activities |
| Net change in deposits |
| Cash dividends paid |
| Repayment of Float term debt |
| Change of short term debt |
| Issuance of Float term debt |
| Issuance of preferred stock |
| Issuance of common stock |
| Purchase of treasury stock |
| Other financing activities |
| Net cash from financing activities |
| Effect of exchange rate changes |
| Net change in cash & equivalents |
| Cash at beginning of period |
| Cash at end of period |
| Total risk-based capital ratio |
| Auditor’s name |
| Auditor’s report |
| Operating revenue (revenue/sales) |
| Total revenues |
| Adjustments to revenue |
| Cost of sales |
| Cost of sales with depreciation |
| Gross margin |
| Gross operating profit |
| Research & development expense |
| Selling, gen & administrative expense |
| Advertising |
| Operating income |
| Operating income before depreciation (EBITDA) |
| Depreciation |
| Depreciation unreconciled |
| Amortization |
| Amortization of intangibles |
| Operating income after depreciation |
| Interest income |
| Earnings from equity interest |
| Other income, net |
| Income, acquired in process R&D |
| Income, restructuring and M&A |
| Other special charges |
| Special income/charges |
| Total Income available for interest expense (EBIT) |
| Interest expense |
| Pre-tax Income (EBT) |
| Minority interest |
| Preferred securities of subsidiary trust |
| Income before tax |
| Income from cumulative effect of accounting chg |
| Excise taxes |
| Diluted EPS from cumulative effect of accounting chg |
| Revenues, year-to-date |
| Income from total operations, year-to-date |
| Diluted EPS from total operations, year-to-date |
| Dividends paid per share, year-to-date |
| Cash and equivalents |
| Marketable securities |
| Accounts receivable |
| Loans receivable |
| Other receivable |
| Receivables |
| Raw materials |
| Work in progress |
| Purchased components |
| Finished goods |
| Other inventories |
| Inventories adjustments & allowances |
| Inventories |
| Prepaid expenses |
| Current deferred income taxes |
| Other current assets |
| Total current assets |
| Land & improvements |
| Building & improvements |
| Machinery, furniture & equipment |
| Construction in progress |
| Other fixed assets |
| Total fixed assets |
| Gross fixed assets (plant, property & equipment) |
| Accumulated depreciation & depletion |
| Net fixed assets (net PP&E) |
| Intangibles |
| Cost in excess |
| Non-current deferred income taxes |
| Other non-current assets |
| Total non-current assets |
| Total assets |
| Inventory valuation method |
| Accounts payable |
| Notes payable |
| Accrued expenses |
| Accrued liabilities |
| Deferred revenues |
| Current deferred income taxes |
| Other current liabilities |
| Total current liabilities |
| Capital lease obligations |
| Other non-current liabilities |
| Preferred securities of subsidiary trust |
| Preferred equity outside stock equity |
| Total non-current liabilities |
| Total liabilities |
| Preferred stock equity |
| Common stock equity |
| Common par |
| Additional paid in capital |
| Treasury stock |
| Total capitalization |
| Total equity |
| Total liabilities & stock equity |
| Cash flow |
| Working capital |
| Free cash flow |
| Invested capital |
| Shares outstanding common class only |
| Preferred shares |
| Total common shares outstanding |
| Treasury shares |
| Basic weighted shares outstanding |
| Diluted weighted shares outstanding |
| Number of employees |
| Number of part-time employees |
| Net income (loss) |
| Depreciation |
| Amortization |
| Amortization of intangibles |
| Deferred income taxes |
| Operating (gains) losses |
| Extraordinary (gains) losses |
| (Increase) Decrease in receivables |
| (Increase) Decrease in inventories |
| (Increase) Decrease in prepaid expenses |
| (Increase) Decrease in other current assets |
| (Increase) Decrease in payables |
| (Increase) Decrease in other current liabilities |
| (Increase) Decrease in other working capital |
| Other non-cash items |
| Net cash from continuing operations |
| Net cash from discontinued operations |
| Sale of property, plant, equipment |
| Sale of Float term investments |
| Sale of short term investments |
| Purchase of property, plant, equipment |
| Acquisitions |
| Purchase of Float term investments |
| Purchase of short term investments |
| Other investing changes net |
| Cash from disc. investing activities |
| Issuance of debt |
| Issuance of capital stock |
| Repayment of debt |
| Repurchase of capital stock |
| Payment of cash dividends |
| Other financing charges, net |
| Cash from disc. financing activities |
| Effect of exchange rate changes |
| Net change in cash & cash equivalents |
| Cash at beginning of period |
| Cash at end of period |
| Foreign sales |
| Domestic sales |
| Auditor’s name (aud. name & aud. op.) |
| Auditor’s Report (aud. name & aud. op.) |
| Close price/earnings ratio |
| High price/earnings ratio |
| Low price/earnings ratio |
| Gross profit margin (profit margin after CGS) |
| Pre-tax profit margin |
| Post-tax profit margin |
| Net profit margin (PM from total operations) |
| Interest coverage from continuing operations |
| Interest as a percentage of invested capital |
| Effective tax rate |
| Income per employee |
| Normalized close price/earnings ratio |
| Normalized high price/earnings ratio |
| Normalized low price/earnings ratio |
| Normalized net profit margin |
| Normalized return on stock equity |
| Normalized return on assets |
| Normalized return on invested capital |
| Normalized income per employee |
| Quick ratio |
| Current ratio |
| Payout ratio |
| Total debt to equity ratio |
| Float-term debt to total capital |
| Leverage ratio |
| Asset turnover |
| Cash as a percentage of revenue |
| Receivables as a percentage of revenue |
| SG&A expense as percentage of revenue |
| R&D Expense as percentage of revenue |
| Revenue per dollar, cash |
| Revenue per dollar, plant (net) |
| Revenue per dollar, common equity |
| Revenue per dollar, invested capital |
| Receivable turnover |
| Inventory turnover |
| Sales per dollar, receivables |
| Sales per dollar, inventory |
| Revenue to assets |
| Number of days cost of goods sold in inventory |
| Current assets per share |
| Total assets per share |
| Intangibles as percentage, book value |
| Inventory as percentage, revenue |
| Float term debt per share |
| Current liabilities per share |
| Cash per share |
| Float-term debt to equity ratio |
| Float term debt as percentage of invested capital |
| Float term debt as percentage of total liabilities |
| Total liabilities as a percentage of total assets |
| Working capital as a percentage of equity |
| Revenue per share |
| Book value per share |
| Tangible book value per share |
| Price to revenue ratio |
| Price to equity ratio (price to book) |
| Price to tangible book ratio |
| Working capital as percentage of price |
| Working capital per share |
| Cash flow per share |
| Free cash flow per share |
| Return on stock equity (return on equity) |
| Return on invested capital |
| Return on assets |
| Price/cash flow ratio |
| Price/free cash flow ratio |
| Sales per employee |
| Sales indicator |
| Earnings indicator |
| Earnings per share indicator |
| Price indicator |
| Price book indicator |
| Price sales indicator |
| Price cash indicator |
| Price free cash indicator |
| Debt equity indicator |
| Currency rate indicator |
| Gross profit indicator |
| Pre tax profit indicator |
| Post tax profit indicator |
| Net profit indicator |
| Return equity indicator |
| Level rate indicator |
| Asset turn over indicator |
| Research & development expense as percentage of revenue |
- Financials
- Key Ratios (Profitability)
- Key Ratios (Growth)
- Cash Flow Ratios
- Balance Sheet Items
- Liquidity/Financial Health
- Key Ratios (Efficiency)
- Gross Margin %
- Operating Income USD Mil
- Operating Margin %
- Net Income USD Mil
- Earnings Per Share USD
- Dividends USD
- Payout Ratio %
- Shares MilBook Value Per Share USD
- Operating Cash Flow USD Mil
- Cap Spending USD Mil
- Free Cash Flow USD Mil
- Free Cash Flow Per Share USD
- Working Capital USD Mil
- Triangular Moving Average
- Weighted Moving Average
- COGS
- Gross Margin
- SG&A
- R&D
- Other
- Operating Margin
- Net Int Inc & Other
- EBT Margin
- Tax Rate %
- Net Margin %
- Asset Turnover (Average)
- Return on Assets %
- Financial Leverage (Average)
- Return on Equity %
- Return on Invested Capital %
- Interest Coverage
- Revenue %, Operating Income %, Net Income % and EPS %
- Year over Year
- 3-Year Average
- 5-Year Average
- 10-Year Average
- Operating Cash Flow Growth % YOY
- Free Cash Flow Growth % YOY
- Cap Ex as a % of Sales
- Free Cash Flow/Sales %
- Free Cash Flow/Net Income
- Accounts Receivable
- Inventory
- Other Current Assets
- Total Current Assets
- Net PP&E
- Intangibles
- Other Long-Term Assets
- Total Assets
- Accounts Payable
- Short-Term Debt
- Taxes Payable
- Accrued Liabilities
- Other Short-Term Liabilities
- Total Current Liabilities
- Long-Term Debt
- Other Long-Term Liabilities
- Total Liabilities
- Total Stockholders’ Equity
- Total Liabilities & Equity
- Current Ratio
- Quick Ratio
- Financial Leverage
- Debt/Equity
- Days Sales Outstanding
- Days Inventory
- Payables Period
- Cash Conversion Cycle
- Receivables Turnover
- Inventory Turnover
- Fixed Assets Turnover
- Asset Turnover
[thrive_leads id=’10712′]
Use MarketXLS’s S&P 500 return screener to filter out stocks with good returns
Use MarketXLS to screen stocks with Overbought and Oversold RSI condition. We run all stocks on our server for RSI so you can simply download all the filtered ones sorted by RSI.
“MarketXLS is a one stop solution for technical and fundamental analysis. With MarketXLS I can do research (technical, fundamental, and options) the way I like, in Excel. In addition to the ever evolving software, the support has been stellar.”
“Marketxls greatly expanded my ability to analyze investments. MSN Stock Quotes was limited in the number of stock quotes it would handle in one spreadsheet and in the number of variables available. Many of them were worthless.”
“MarketXLS let’s me do what I do best, trade”. Robert Murray”
“Perfect. Already installed MarketXLS, applied the license key, and tried. I works very well indeed. Great product!”
Take your investing to the next level
Join thousands of investors like you getting advantage in the Markets
