Fundamental reference
Fundamental metrics for quality, value, dividend, risk, and hybrid screens.
Search 156 fundamental metrics available to EZStockScreener workflows. Use them alone or combine them with technical tradeability filters.
Canonical fundamentals
The v2 screener uses the canonical metrics path for profitability, growth, valuation, dividends, cash-flow, leverage, liquidity, and risk fields.
| Metric | Description | Category |
|---|---|---|
| No. Full-Time Employees | The total number of employees working for a company on a full-time basis. | Statement |
| Operating Margin (TTM) (Ratio) | Operating margin is a financial ratio that shows the profitability of a company's core operations. It represents the percentage of revenue remaining after deducting operating expenses. | Profitability |
| PE Ratio (Price/Earnings) | The price-to-earnings ratio is a valuation metric that compares the current share price of a company to its earnings per share (EPS). It helps investors assess the relative value of a stock. | Valuation |
| PEG Ratio (Price/Earnings-to-Growth) | The price-to-earnings-to-growth ratio is a valuation ratio that takes into account a company's earnings growth. It compares the PE ratio to the expected growth rate of earnings and can indicate if a stock is overvalued or undervalued. | Growth |
| Payout Ratio | The payout ratio is a financial ratio that measures the percentage of earnings that a company distributes as dividends to its shareholders. | Dividend |
| Percent Insiders (%) | The percentage of a company's outstanding shares held by insiders, including executives, directors, and employees. | Statement |
| Percent Institutions (%) | The percentage of a company's outstanding shares held by institutional investors, such as mutual funds, pension funds, and hedge funds. | Statement |
| Price Sales (TTM) | Price-to-sales ratio is a valuation metric that compares the current share price of a company to its revenue per share over the trailing twelve months. | Valuation |
| Price to Book (MRQ) | Price-to-book ratio is a valuation metric that compares the current share price of a company to its book value per share. It helps investors assess the stock's relative value. | Valuation |
| Profit Margin (Ratio) | Profit margin is a financial ratio that measures a company's profitability by indicating the percentage of revenue that translates into profit after deducting all expenses. | Profitability |