Scribd
Upload
14 views5 pages

Equity Screening and Charting

stick market charting technics

Uploaded by

mehmetjan.ab
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
14 views5 pages

Equity Screening and Charting

stick market charting technics

Uploaded by

mehmetjan.ab
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 5

FactSet:

Beginner’s Guide to Equity Screening


and Charting

Created by: Tyson Corner (’22)

Created December 2020; Updated March 2023 by Alex Bowers ‘25


The Equity Screen
Universal Screening
• Select the ‘Screening’ tab on the top (it is next to the ‘Filings’ tab).
• Then select ‘Starter Screen’.
• This tab will be pretty empty when you first open it up.
• Under ‘Select Criteria’, click on the folder with a magnifying glass icon to pull up search criteria.

• Once you have selected this icon you will see two options to search by. Qualitative and
Quantitative. As an example of what can be found, I clicked on the Quantitative tab and then
clicked in the search bar and type EV. This pulls up all EV function criteria that can be applied to
your search.

• Overview of the Qualitative section


o Index – Limit to all the companies currently found in a specific index, i.e. S&P 500, S&P
Small Cap, Dow Jones Industrials, Exchange Indices, etc...
o Industry - Limit to database-specific Sectors and Industries as well as NAICS and SIC
codes.
o Geography - Limit by a geographic area, such as country or state.
o Exchange - Limit to all companies on a specific trading exchange.
o Security - Limit by security type, Common Stock, Preferred Stock, Mutual Funds, IPO’s,
etc,
o Database - Limit to companies covered by a specific database, such as Compustat, or
listed in a stored portfolio.
o Identifier, Broker, and Linked Screen - These require a more advanced knowledge of
FactSet, you must know exactly what you’re looking for.
• Seen below is a practice screen with parameters added. The red circle represents the button for
downloading data into excel. The blue circle is the button for printing your current screen. The
green circle is the button to make your screenings go full screen.

Company/Security
• First, click on the ‘Company/Security’ tab.
• This tab has an enormous amount of data within it, so most of what you need on a company can
be found here.
• Overviews Tab
o Snapshot, Comps, Capital Structure, and ESG are the functions you will likely use most in
the overviews tab.
 Snapshot – Key statistics, business description, and performance charted against
the benchmark will give you a fairly quick and concise view of the company to
decide if you want to move forward.
 Comps – the comps button in FactSet is extremely useful. It will give you the
average and median of comparable companies. It also provides the list of comps
that were used to arrive at the average and median. Additionally, the ADD
COMPS button at the top allows you to add in more comps.
 Capital Structure – This button allows you to quickly see Equity Capitalization,
Debt Capitalization, and EV (Enterprise Valuation).
 ESG – Not every company has ESG data available, but if you are looking for
potential issues with their ESG structure and they have one it can be found here.
ESG stands for Environmental, Social, and Corporate Governance.
• Charts
o Two types of charts: price and valuation. These charts are not as useful as those in the
‘Charting’ tab.
o A beneficial function of these charts is in ‘Price’. You can add events with the Events
button such as earnings or dividends.

• News, Research, and Filings


o This tab has more news than you need, so you should have an idea of what you’re
looking for beforehand.
o Press releases, Earnings, Filings, and Investment Research are in general good places to
start.
• Prices
o This gives you overviews about the stock price overtime.
• Ownership
o Ownership Summary gives you a quick overview of the breakdown in ownership and
recent position changes.
o Ownership Activity tells you the top 10 buys and sells as well as the top 10 new buys and
sells.
o Holder Type Analysis displays %OS Over Time; top institutional, mutual fund, and insider
types.
• Financials
o This entire tab is important when looking at the health of a company.
• Estimates
o All Estimates - This tab will give you the number of analysts that worked on the
estimates, what their long-term growth rate is, and the target price. This is a good place
to start when working on your DCF to understand the general consensus.
• Credit Analysis, Transactions, and Activism, Management, and Governance
o All good tabs to look through, not important to dive into in depth.

Charting
Comparisons
• This will take time to get used to, play around with it.
o Comparisons are good, start there. Usually the S&P 500 is a good place to start.
 To do this enter the charting tab and under ‘Plot Options’ click on the
magnifying glass  S&P  S&P US  Industry Group  S&P 500. On your
journey to overlaying this you will see many other options. Feel free to use any
comparison and see how it looks. You won’t break FactSet.

Series
o Series are other things that can be added.
 To do this click on the plus button with series next
to it. To know what you want you will have to
experiment and decide whether you are doing
technical analysis or not. Certain types of
technical analysis are programmed in and can be
found in the Technical Indicators (the blue circle)
tab under the series. The green circle is additional
types of series that can be added.

You might also like