Steps for Screening Stocks in Mergent Online
- Select Advanced Search
- Browse through the tabs to find criteria you'd like to screen for; see especially the Financials, Industry Codes, Pricing, and Ratios tabs
- Find a criterion you want to use, select the operator and/or input a value, and Submit
- Add criteria sequentially, and when you've narrowed appropriately, hit the View link to view your stocks
- Click into individual companies or equities to explore, or download the list to Excel.
Note: Mergent Online can be slow to respond at times, and the stock screening tool can appear to be "stuck." If it spins for a while, try to use the browser's Refresh button to see if that will generate the results display.