All-in-One Excel Stock Screener

All-in-One Excel Stock Screener: Your Complete Offline Analysis Solution

The All-in-One Excel Stock Screener provides the ultimate flexibility for investors who prefer offline analysis or require access to the full range of metrics available across all our online screeners. This downloadable spreadsheet empowers you to:

• Screen Offline: Analyze data for over 35,000 global stocks without needing constant internet access after the initial download.
• Access Comprehensive Metrics: Utilize numerous fundamental metrics covering:
  • Company Information (Symbol, Name, Exchange, Region, Sector, Industry, Market Cap)
  • Growth Rates (5yr & 10yr)
  • Profitability Margins (5yr & 10yr Averages)
  • Returns on Capital (5yr & 10yr Averages)
  • Efficiency Ratios (5yr & 10yr Averages)
  • Financial Health & Debt Ratios
  • Valuation Ratios & Yields
• Choose Your Timeframe: The spreadsheet contains two primary worksheets: 'Data 5yr' and 'Data 10yr'. Select the tab corresponding to the historical period (5 or 10 years) you want to use for average and growth rate metrics.
• Customize Fully: Leverage Excel's powerful filtering and sorting capabilities. Click the dropdown arrow in any column header and use 'Number Filters' (Windows) or 'Choose One' (Mac) to set precise criteria (e.g., ROIC > 15%, Revenue Growth > 10%).
• Analyze Deeply: Copy, paste, manipulate, and chart data within Excel for in-depth comparative analysis, historical reviews, or integration with your own models.

How to Use the Excel Screener:

1. Download the File: Click the download button below. (Note: File size may be large).
2. Select Worksheet Tab: Open the file and choose either the 'Data 5yr' or 'Data 10yr' tab at the bottom based on the historical timeframe you need for growth/average metrics.
3. Enable Filtering: If filters aren't active on the header row (Row 3), select Row 3 and turn on filtering (usually via Excel's 'Data' tab > 'Filter').
4. Apply Filters: Click the dropdown arrow in column headers (e.g., 'ROIC (10yr)', 'Market Cap Size', 'Discount to FV (FCF)') to apply your desired criteria using the filter options.
5. Explore Data: Scroll horizontally to view the wide range of available metric columns listed above.
6. Analyze Further: Copy filtered results to another sheet for deeper analysis.

Important Note: When opening the spreadsheet, prompts regarding macros or external data connections may appear. You can safely disable both macros and data connections; they are not required for using the filtering features.

Need definitions for the metrics? Visit our Stock Investing Glossary.