MaterialityIn development

Screener

Every US filer with a ticker that reported revenue, profit and assets for the year, on figures taken from their own SEC filings. Set any combination of bounds and run it.

$M

Annual sales. The size filter, since market cap is unavailable.

$M

Annual profit. May be negative, and screening for a loss is a real question.

%

How much of each sales dollar reaches the bottom line.

%

What the company earns from running itself, before tax and one-offs.

%

Profit against shareholders' capital. Rises with borrowing.

%

Profit against everything employed, whoever funded it.

×

Sales per dollar of assets. High for retail, low for utilities.

%

How much of sales arrives as operating cash.

%

Against the prior year, from the same two frames.

Building the screen…

What a screen is and is not

A screen is a filter, not a recommendation. It finds companies whose reported figures match a shape you described, and says nothing about whether that shape is worth owning. The same numbers that make a business look efficient can be a company harvesting a declining market.

Each figure means something different by industry, which is why the sector pages and the peer comparison on a company's own page are worth reading beside this: an asset turnover that is poor for a retailer is remarkable for a utility. The metric glossary covers what each one means and where it misleads, and the methodology says exactly how each is computed.