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Investment Research Resources (FINC 325, 440, 713): Equity Screening

Resources for company, industry, and investment analysis

Screening Stocks in Library Databases

Steps for Screening Stocks in Mergent Online

Mergent Online equity screening

  1. Select Advanced Search
  2. Browse through the tabs to find criteria you'd like to screen for; see especially the Financials, Industry Codes, Pricing, and Ratios tabs
  3. Find a criterion you want to use, select the operator and/or input a value, and Submit
  4. Add criteria sequentially, and when you've narrowed appropriately, hit the View link to view your stocks
  5. 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.

Steps for Screening Stocks in S & P Netadvantage

  1. Hit the Screening tab, explore your screen options in the dropdown menu
  2. I'll select Companies as an example
    S & P Global NetAdvantage screening tab
  3. Use the search box or the category browse list below it to add criteria, set their values, and then hit the Add Criteria button
    S & P Global NetAdvantage screening criteria menu
  4. As you add a criterion, see the number of results and add more sequentially. Once you have your desired number, hit View Results.
    S & P Global NetAdvantage screening summary menu
  5. Click into individual companies or equities to explore, or download the list to Excel.