Stock Screening Use Cases

Overview

Create custom stock screeners in your spreadsheet to filter stocks based on your specific criteria.

Basic Screener Setup

Create a Ticker List

In column A, list the tickers you want to screen. You can start with a watchlist or a list of stocks from a particular sector.

Pull Screening Metrics

// P/E Ratio (TTM)
=TICKERDATA(A2, "Price To Earnings Ratio", "ttm")
// Market Cap
=TICKERDATALIVE(A2, "Market Cap")
// Dividend Yield
=TICKERDATALIVE(A2, "Dividend Yield")
// Sector
=TICKERDATALIVE(A2, "Sector")

// P/E Ratio (TTM)
=TICKERDATA.DATA(A2, "Price To Earnings Ratio", "ttm")
// Market Cap
=TICKERDATA.LIVE(A2, "Market Cap")
// Dividend Yield
=TICKERDATA.LIVE(A2, "Dividend Yield")
// Sector
=TICKERDATA.LIVE(A2, "Sector")

Add Pass/Fail Column

=AND(
  B2<20,           // P/E under 20
  C2>10000000000,  // Market cap over $10B
  D2>0.02          // Yield over 2%
)

Screening Strategies

Find undervalued stocks:

=AND(
  TICKERDATA(A2, "Price To Earnings Ratio", "ttm") < 15,
  TICKERDATA(A2, "Price To Book Ratio", "ttm") < 2,
  TICKERDATA(A2, "Price To Sales Ratio", "ttm") < 1.5,
  TICKERDATA(A2, "Debt To Equity Ratio", "ttm") < 0.5
)

=AND(
  TICKERDATA.DATA(A2, "Price To Earnings Ratio", "ttm") < 15,
  TICKERDATA.DATA(A2, "Price To Book Ratio", "ttm") < 2,
  TICKERDATA.DATA(A2, "Price To Sales Ratio", "ttm") < 1.5,
  TICKERDATA.DATA(A2, "Debt To Equity Ratio", "ttm") < 0.5
)

Building Your Screener Table

Create a comprehensive screening table:

Ticker	PE	Market Cap	Div Yield	ROE	Pass?
AAPL	`=TICKERDATA(A2, "Price To Earnings Ratio", "ttm")=TICKERDATA.DATA(A2, "Price To Earnings Ratio", "ttm")`	`=TICKERDATALIVE(A2, "Market Cap")=TICKERDATA.LIVE(A2, "Market Cap")`	`=TICKERDATALIVE(A2, "Dividend Yield")=TICKERDATA.LIVE(A2, "Dividend Yield")`	`=TICKERDATA(A2, "Return On Equity", "ttm")=TICKERDATA.DATA(A2, "Return On Equity", "ttm")`	Formula

Advanced: Ranking Stocks

Create a composite score to rank stocks:

// Normalize each metric (0-100 scale) and combine
=AVERAGE(
  PERCENTRANK(pe_column, B2) * 100,      // Lower P/E is better
  (1-PERCENTRANK(growth_col, C2)) * 100, // Higher growth is better
  (1-PERCENTRANK(roe_col, D2)) * 100     // Higher ROE is better
)

Tip

Use FILTER() to automatically show only stocks that pass your criteria: `=FILTER(A:H, pass_fail_column=TRUE)`

Screening International & Crypto

International Stocks

Include international stocks using exchange suffixes:

=TICKERDATA("MC.PA", "Price To Earnings Ratio", "ttm")  // LVMH on Paris
=TICKERDATALIVE("ASML.AS", "Market Cap") // ASML on Amsterdam

=TICKERDATA.DATA("MC.PA", "Price To Earnings Ratio", "ttm")  // LVMH on Paris
=TICKERDATA.LIVE("ASML.AS", "Market Cap") // ASML on Amsterdam

Crypto Screening

Screen cryptocurrencies:

Asset	Price	Market Cap
BTCUSD	`=TICKERDATALIVE("BTCUSD", "Price")=TICKERDATA.LIVE("BTCUSD", "Price")`	`=TICKERDATALIVE("BTCUSD", "Market Cap")=TICKERDATA.LIVE("BTCUSD", "Market Cap")`
ETHUSD	`=TICKERDATALIVE("ETHUSD", "Price")=TICKERDATA.LIVE("ETHUSD", "Price")`	`=TICKERDATALIVE("ETHUSD", "Market Cap")=TICKERDATA.LIVE("ETHUSD", "Market Cap")`

Pro Tips

Use named ranges for your criteria thresholds (easy to adjust)
Add conditional formatting to highlight passing stocks
Sort by composite score to see best opportunities first
Update regularly - screening criteria work best with fresh data
Explore attributes - browse the Attribute Explorer to discover metrics you can screen on

Next Steps

Browse the Attribute Explorer to find the right metrics for your screens
Learn about Financial Modeling for deeper analysis
Build a Stock Analyzer for individual stocks