Example E: Screen for Value

Criteria: Trailing 12 month P/E < 15, Price/Book < 1, ROE > 15%

  1. From the list of Categories, select the Ratios category and then the P/E sub-category.
  2. From the Item list, choose P/E Ratios using EPS Actuals category and highlight the P/E using 12 month EPS item.
  3. Double click the P/E using 12 month EPS item (or select the Screen by Database Item command from the Screen menu) or click the Screen by Database Item button.
  4. The Screen By dialog box will appear. From the operators pull-down menu, select the less than "<" operator. In the value entry box, type "15" and click OK.
  5. The screening item will appear in the Screening Criteria table (below the Categories and Items section). It will also be added to the Report Definition table.
  6. From the list of Categories, select the Ratios category and then the Valuation sub-category.
  7. From the Item list, choose the Price/Fundamentals category and highlight the Price/Book (Common Equity) item.
  8. Double click the Price/Book (Common Equity) item (or select the Screen by Database Item command from the Screen menu) or click the Screen by Database Item button.
  9. The Screen By dialog box will appear. From the operators pull-down menu, select the less than "<" operator. In the value entry box, type "1" and click OK.
  10. The screening item will appear in the Screening Criteria table (below the Categories and Items section). It will also be added to the Report Definition table.
  11. From the list of Categories, select the Ratios category and then the Return on Investments sub-category.
  12. From the Item list, choose the Return on Equity (ROE) category and highlight the ROE - Most Recent 12 month (%) item.
  13. Double click the ROE - Most Recent 12 month (%) item (or select the Screen by Database Item command from the Screen menu) or click the Screen by Database Item button.
  14. The Screen By dialog box will appear. From the operators pull-down menu, select the greater than ">" operator. In the value entry box, type "15" and click OK.
  15. The screening item will appear in the Screening Criteria table (below the Categories and Items section). It will also be added to the Report Definition table.
  16. Next, click the Run Query button to run the screen and view the companies that meet our criteria.

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