CFA 2025 Based Fundamental screener

This query is designed to identify fundamentally strong stocks using key financial metrics based on CFA principles for financial analysis. It focuses on profitability, liquidity, solvency, and growth metrics while ensuring the quality of earnings. The query helps to screen stocks that exhibit robust financial health, consistent growth, and reasonable valuations, minimizing risks while maximizing potential returns. Key Features: Profitability Criteria: Filters companies with a high Return on Equity (ROE > 15%) and strong margins (Net and Operating Margins > 10% and 15%, respectively). Valuation Filters: Ensures stocks are reasonably priced with a Price-to-Earnings (P/E < 30) and Price-to-Book Value (P/B < 3). Liquidity and Solvency: Incorporates financial stability by screening for a Current Ratio > 1.5, Debt-to-Equity < 0.5, and Interest Coverage Ratio > 5. Growth Parameters: Includes Sales and Profit Growth (>10%) over the past 5 years to ensure consistent business expansion. Cash Flow Focus: Selects stocks with positive Free Cash Flow (FCF) and Operating Cash Flow, ensuring operational efficiency. Quality of Earnings: Prioritizes companies with low promoter pledge (<5%) and short debtor days (<90) for better financial reliability. Market Size: Excludes smaller or riskier stocks by focusing on companies with Market Capitalization > ₹1000 Cr.

by Sagartupe