Valuation thresholds
Price relative to earnings, book, sales or enterprise value.
- P/E below 15 with ROCE above 20%Trailing P/E under 15, return on capital employed over 20%, market cap above ₹500 crore.
- EV/EBITDA below 8 with earnings yield above 8%Enterprise value under 8× EBITDA and an earnings yield over 8%, market cap above ₹1,000 crore.
- Price to book below 1 with ROE above 10%Trading under book value while return on equity exceeds 10%.
- Price to sales below 1 with operating margin above 10%Market cap under one year of sales, operating margin over 10%, market cap above ₹500 crore.
Growth thresholds
Trailing-twelve-month, quarterly and multi-year growth in sales and profit.
- TTM sales and profit growth above 20%Trailing-twelve-month sales and profit both up more than 20% on the preceding twelve months, market cap above ₹500 crore.
- Latest-quarter sales and profit up more than 15% YoYMost recent quarter's sales and net profit both more than 15% above the same quarter a year ago.
- 3-year sales and profit CAGR above 15%Compounded annual growth in sales and profit over three years both above 15%.
- 5-year average ROCE above 20%Capital-weighted average return on capital employed over five years above 20%, market cap above ₹1,000 crore.
Balance-sheet thresholds
Leverage, interest cover, working capital and pledging.
- Debt to equity below 0.3 with interest coverage above 5Debt under 30% of equity and operating profit covering interest more than five times, market cap above ₹500 crore.
- Promoter holding above 50% with no pledgingPromoters hold more than half the equity and none of it is pledged.
- Piotroski F-score of 8 or 9At least eight of the nine Piotroski accounting tests passed in the latest annual data.
- No debt with positive working capitalDebt to equity of zero and working capital (excluding short-term borrowings) above zero, market cap above ₹500 crore.
Price and returns
Distance from the 52-week range and trailing price returns.
- Price within 10% of the 52-week lowCurrent price less than 10% above the 52-week low, market cap above ₹500 crore.
- 1-year price return above 50%Adjusted price return over the trailing year above 50%, market cap above ₹500 crore.
- Negative 6-month return with ROCE above 20%Price down over the trailing six months while return on capital employed exceeds 20%.
- Dividend yield above 3%Trailing-twelve-month dividends over 3% of the current price, market cap above ₹1,000 crore.
Latest quarterly results
Screens over the most recent quarter versus the same quarter a year ago.
- Latest-quarter profit up 20% YoY with net margin not lowerNet profit more than 20% above the same quarter last year, and net margin at least unchanged. Written in DalalOS ids because the margin-change ratio has no Screener.in name.
- Latest-quarter sales up more than 25% YoYMost recent quarter's sales more than 25% above the same quarter a year ago, market cap above ₹500 crore.
Ownership changes
Quarter-on-quarter changes in promoter, FII and DII holding and shareholder counts.
- FII holding up more than 1 point quarter on quarterForeign institutional holding rose by more than one percentage point versus the previous quarter.
- Promoter holding rising with no pledgingPromoter holding up versus the previous quarter and no promoter shares pledged.
- DII holding rising with over 100,000 shareholdersDomestic institutional holding up versus the previous quarter in companies with more than 100,000 shareholders.
Nightly presets
Fixed threshold combinations the data service recomputes every night. Opening one runs the same thresholds live.
- Trailing P/E between 0 and 15Trailing P/E between 0 and 15.Last computed 6 Oct, 10:00 pm IST
- Dividend yield at least 3% with market cap at least ₹20,000 croreTrailing-12m dividend yield >= 3% and market cap >= Rs 20,000 Cr.Last computed 6 Oct, 10:00 pm IST
- Debt to equity at most 0.5 with ROE at least 15%Debt-to-equity <= 0.5 and return on equity >= 15%.Last computed 6 Oct, 10:00 pm IST
- Promoter holding at least 50% with pledging at most 5%Promoter holding >= 50% and pledged-promoter-shares <= 5%.Last computed 6 Oct, 10:00 pm IST
- Latest-quarter sales and profit up at least 20% YoY with net margin not lowerLatest-quarter revenue YoY growth >= 20%, latest-quarter net income YoY growth >= 20%, and net margin did not contract YoY (margin delta >= 0), vs the same quarter a year ago.Last computed 6 Oct, 10:00 pm IST