Using Boolean "And" Calculations

Example B: Search for companies with the P/E in a 15 to 25 range and include only companies with the positive EPS.

We will use DBCM items 34 (12 month Trailing EPS) and 76 (P/E using 12 month EPS). We will use the Choose and Click Method for creating this calculation expression.

Here is how you can define these conditions:

From the Screen menu, select the Screen by Calculation Expression command or click the Screen by Calculation Expression button.

  1. The Calculation Expression window will appear.
  2. From the list of categories, select the Ratios category and then the P/E sub-category.
  3. From the Items list, select the P/E ratios using EPS Actuals category and highlight the P/E using 12 month EPS item. Double click the item; it will be added to the Calculation Expression data entry box: i76.
  4. From the Operator Category, select Comparison and highlight the greater than ">" operator and click the Add Operator button.
  5. In the Calculation Expression data entry box, type "15" (i76 > 15).
  6. From the Operator Category, select Logical and highlight the "And" operator and click the Add Operator button.
  7. From the list of categories, select the Ratios category and then the P/E sub-category.
  8. From the Items list, select the P/E ratios using EPS Actuals category and highlight the P/E using 12 month EPS item. Double click the item, it will be added to the Calculation Expression data entry box: i76.
  9. From the Operator Category, select Comparison and highlight the less than "<" operator and click the Add Operator button.
  10. In the Calculation Expression data entry box, type "25" (i76 < 25).
  11. From the Operator Category, select Logical and highlight the "And" operator and click the Add Operator button.
  12. From the Categories list, select EPS, and then Actual sub-category.
  13. From the Items list, select the 12 Month trailing and highlight the 12 month EPS before NRI item. Double click that item to be added to the Calculation Expression data entry box (i34).
  14. From the Operator Category, select Comparison and highlight the greater than ">" operator and click the Add Operator button.
  15. In the Calculation Expression data entry box, type "0" (i34 > 0), so that final calculation expression will look like this:
    i76 >15 And i76 < 25 And i34 >0
  16. Click OK.
  17. The Screen By dialog box will appear. Select TRUE from the menu options to include only those companies meeting all three conditions (P/E ratios in a 15 to 25 range and only positive EPS).
  18. The Screening Criteria table will fill up showing the calculation. The Report Definition will also contain the calculation. You may want to delete it from the Report Definition, because every company will have 1 as the data value. Instead, you may want to include the items 76 and 34.
  19. Click the Run Query button to run the screen. 

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