INVEST ED

DAY 8
COMPARING STOCKS:
STOCK SCREENERS

CHOOSING THE RIGHT

STOCK

COMPARING STOCKS IN THE SAME

INDUSTRY

Who are the TOP 3 competitors for

KO?

Who has the greatest MARKET

CAP?

Who has the highest EPS

(earnings per share)? 2.55

Who has the highest P/E (price per

earnings -- how much willing to
pay to earn $1)?

Who has LOWEST PEG Ratio (low is

good less than 1 is excellent!)?

COMPARISON
Do a quick comparison of
Apple & its competitors.
Answer these questions:

COMPARISON
Who are the main competitors?
Which in the group has the
SMALLEST market cap?
Who had the highest EPS?
According to the PE ratio, which
company are people willing to
spend the LEAST on to make $1?
Who has the BEST PEG Ratio
(remember, under 1 is excellent).

Who are the MAIN COMPETITORS?

A NEW FRIEND
Comparing stocks is easier
when you use a STOCK
SCREENER:
1. Helps you GENERATE IDEAS
for investing
2. Helps you DIVERSIFY

Dont put all your eggs in 1 basket.

Why not?

STOCK SCREENER :
FINVIZ.COM
Logon to FINVIZ.COM
Click on the MAPS tab at
the top

SECTO
RS

INDUSTR
IES

SIZE of BOX
= MARKET
CAP

HINT : Click
on an area, it
zooms in.
Unzoom by
using
controls on
the RIGHT.

EXAMPLE:
Look under
TECHNOLOGY :
TELECOM
SERVICES
Which one has the
biggest
monopoly? Next?

BOTTOM : Colorcoded; Net

RISE/FALL

EXAMPLE:
Look under
SERVICES : AIR
DELIVERY
Who had
dropped?

STOCK SCREENER :
FINVIZ.COM
Click on the SCREENER tab
at the top

CHANGE THE CRITERIA AT THE TOP

TO NARROW YOUR STOCK SEARCH

DESCRIPTIVE TAB:

DESCRIPTIVE TAB: SCAVENGER

HUNT

EXAMPLE #1:

EXCHANGE : NYSE
MKT CAP : LARGE
DIVIDEND YIELD : POSITIVE
SECTOR :
TECHNOLOGY
INDUSTRY : COMMUNICATION EQUIPMENT

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DESCRIPTIVE TAB: SCAVENGER

HUNT

EXAMPLE #2:

EXCHANGE : NYSE
MKT CAP : MID
DIVIDEND YIELD : OVER 2% SECTOR :
CONSUMER GOODS
INDUSTRY : AUTO PARTS

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DESCRIPTIVE TAB: SCAVENGER

HUNT

EXAMPLE #3:

EXCHANGE : NYSE
MKT CAP : SMALL
DIVIDEND YIELD : NONESECTOR : HEALTHCARE
INDUSTRY : HOSPITALS

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FUNDAMENTAL TAB :
If you dont care WHAT stocks you have, you are
just interested in the NUMBERS

FUNDAMENTAL TAB: SCAVENGER

HUNT
EXAMPLE #1:
P/E : Under 15
RETURN ON EQUITY : Over
+15%
FORWARD P/E : Under 10 PEG : Under 1
EPS GROWTH THIS YEAR : Over 5%
NET PROFIT MARGIN : Over 30%

FUNDAMENTAL TAB: SCAVENGER

HUNT What sectors?
EXAMPLE #1:
HOW many results?
What
*NOTICE -- 3 are foreign
industries?
GO BACK TO DESCRIPTIVE TAB -- change to
What MARKET
USA
CAP?
How many results?

FUNDAMENTAL TAB: SCAVENGER

HUNT
EXAMPLE #1:
P/E : Under 15
RETURN ON EQUITY : Over
+15%
FORWARD P/E : Under 10 PEG : Under 1
EPS GROWTH THIS YEAR : Over 5%
NET PROFIT MARGIN : Over 30%

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