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Screener

The Screener filters the entire company universe by fundamental criteria, so you can find companies matching your thesis. Build a screen from any number of criteria, save it, and revisit it any time.

How it works

  • Live results — results update automatically as you add or change criteria; there's no separate "run" step.
  • Stacked filters — each criterion narrows the set further. A waterfall display shows how many companies survive each step.
  • Results are sorted by market cap and capped for speed.

Criteria

Criteria are organized into groups:

  • Company profile — region, country, exchange, sector, industry, employees.
  • Valuation — market cap, enterprise value, P/E, PEG, P/B, P/S, EV/EBITDA, EV/Revenue, dividend yield, and more.
  • Margins — gross, EBITDA, operating, and net margin.
  • Returns — ROE, ROA, ROIC, ROCE, asset turnover, and related measures.
  • Growth — revenue, EBITDA, EPS, net income, and dividend growth (year-over-year and multi-year).
  • Leverage — debt/equity, debt/assets, net debt, net debt/EBITDA.
  • Liquidity — current, quick, and cash ratios.
  • Coverage — interest coverage.
  • Efficiency — receivables, inventory, and payables days, and the cash conversion cycle.
  • Per share — EPS, book value, dividends, free cash flow per share, payout ratio.
  • Real estate (REIT) — NOI, FFO, and related measures.

For numeric criteria you set an operator (≥, ≤, >, <, =, or a range); for categorical fields you pick from a list of values.

Custom factors

Build your own calculated metric as an expression combining existing fields (for example, free cash flow divided by book value). Once created, you can filter and sort on it like any built-in metric.

Saving, sharing & exporting

  • Save — name and store screens; saved screens sync to your account across machines.
  • AtlasEQ Picks — a library of curated, ready-made screens by the AtlasEQ team. Open one as a draft and save your own copy.
  • Share — send a screen as a live definition or a point-in-time snapshot; paste a shared link to import and run it.
  • Export — download results to Excel, including a summary of the criteria you applied.

Results

The results table lists matching companies with their name, sector, market cap, and a column for each numeric criterion and custom factor. Expand the results to hide the criteria panel and see more rows.