Advanced Stock Screener Strategies for Investment Success

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Total Return of $1,000 Investment

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How to use this screener and how it can help your stock investment?

Welcome to the Opesway Stock Screener Tool! This innovative platform empowers investors to efficiently filter and analyze US stocks based on key financial metrics. Whether you're a seasoned investor or just starting your journey, our screener simplifies the process of identifying high-potential stocks by allowing you to set criteria such as Price-to-Earnings (P/E) ratio, market capitalization, dividend yield, EBIT yield, and sales growth. What sets this tool apart is its ability to let you select multiple stocks and instantly compare their historical returns on a single chart—alongside a benchmark index—enabling smarter, data-driven investment decisions.

Key Financial Metrics Explained

  • Market Capitalization (Market Cap): Market cap represents the total market value of a company's outstanding shares. It is calculated by multiplying the share price by the number of shares outstanding. Market cap helps investors gauge the size and stability of a company, with large-cap stocks often being more stable and small-cap stocks offering higher growth potential but with increased risk.

  • Price-to-Earnings (P/E) Ratio: The P/E ratio measures a company's current share price relative to its per-share earnings. It is a widely used valuation metric that helps investors determine whether a stock is overvalued or undervalued compared to its earnings. A lower P/E may indicate a bargain, while a higher P/E could suggest growth expectations or overvaluation.

  • Sales Growth: Sales growth measures the percentage increase in a company's revenue over a specific period. Consistent sales growth is often a sign of a healthy, expanding business and can be a strong indicator of future profitability and stock performance.

  • EBIT Yield: EBIT yield is calculated by dividing a company's earnings before interest and taxes (EBIT) by its enterprise value. This metric provides insight into how efficiently a company generates profits from its operations relative to its total valuation, offering a more comprehensive view than P/E alone.

  • Dividend Yield: Dividend yield is the annual dividend payment expressed as a percentage of the stock price. It reflects how much cash flow you are getting for each dollar invested in an equity position. High dividend yields can be attractive for income-focused investors, but extremely high yields may signal underlying company issues.

How These Criteria Relate to Future Stock Returns

  • Market Cap: Smaller companies often have more room to grow, potentially leading to higher returns, but they also carry greater risk. Large-cap stocks may offer stability and steady returns.

  • P/E Ratio: Historically, stocks with lower P/E ratios have tended to outperform overvalued peers, especially when combined with strong fundamentals. However, context matters—growth stocks may justify higher P/E ratios.

  • Sales Growth: Strong and consistent sales growth often precedes earnings growth, which can drive stock prices higher. However, it's important to ensure that growth is sustainable and not driven by one-off events.

  • EBIT Yield: A higher EBIT yield can indicate undervaluation and operational efficiency, both of which are attractive to value investors seeking superior long-term returns.

  • Dividend Yield: Companies with sustainable, growing dividends can provide reliable income and signal financial health, contributing to total returns over time.

By leveraging these metrics, the Opesway Stock Screener enables you to construct a portfolio tailored to your investment goals—whether you prioritize value, growth, income, or a balanced approach. The integrated comparison chart further enhances your decision-making by visualizing historical performance against a benchmark, helping you invest with greater confidence and clarity.

Content created by

AlexCFA, FSA, FRM, MBA

Alex is a seasoned finance professional with over 15 years of experience in investment management, consulting, and financial technology. He began his career as a financial advisor and later led large-scale budgeting and risk management initiatives as an actuary and manager at KPMG and global insurance firms. He also brings extensive experience as both an investment analyst and a software engineer. Alex is a CFA® charterholder, Fellow of the Society of Actuaries (FSA), and Financial Risk Manager (FRM®). He holds an MBA from the Simon Business School at the University of Rochester.

Content published on 2024-12-01. Last reviewed and updated on 2025-10-25.