Stock Screening

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Stock Screening Made Simple
ZACKS· 2025-08-21 22:52
Core Insights - Stock screening is a valuable tool for investors to navigate numerous options and focus on preferred investment parameters [1][10] - Zacks offers a variety of pre-built screens tailored to different investment strategies, including growth, value, momentum, and income [11] Screening Parameters - Screening parameters serve as essential criteria for filtering stocks, akin to ingredients in a recipe, allowing investors to exclude irrelevant information [3] - Parameters can be customized for various investing styles, such as momentum, value, growth, or income-based strategies [2][3] Value Investing - Value investors can utilize parameters like Price-to-Earnings (P/E) ratio, Price-to-Sales (P/S) ratio, and Price-to-Book (P/B) ratio to identify high-quality stocks trading at a discount [4] Momentum Investing - Momentum investing focuses on stocks experiencing buying pressure, with parameters including percentage price change over the last month, average volume, and price as a percentage of the 52-week high-low range [5] Growth Investing - Growth-oriented strategies target companies expected to achieve above-average sales and earnings growth, with key parameters including last year's earnings and sales growth rates, expected growth rates for the current year, and long-term expected EPS growth rate [6][7] Income Investing - Income-focused investing emphasizes dividend-paying stocks, with parameters such as current dividend yield and 5-year historical dividend growth rate to identify stable investments [8]
Stock Screening Made Simple: A Closer Look
ZACKS· 2025-08-04 22:56
Group 1 - Stock screening is a common tool used by investors to navigate the overwhelming number of options available, similar to creating a grocery list [1][9] - The screening process can be tailored to individual preferences, as there is no one-size-fits-all approach [2] - Parameters in stock screening can be fine-tuned for various investing styles, including momentum, value, growth, and income [3] Group 2 - Value investors can utilize parameters such as Price-to-Earnings (P/E) ratio, Price-to-Sales (P/S) ratio, and Price-to-Book (P/B) ratio to identify high-quality stocks trading at a discount [4] - Momentum investing focuses on stocks that have experienced buying pressure, with parameters like percentage price change over the last month and average volume [5] - Growth investing targets companies expected to grow sales and earnings at above-average levels, using parameters like last year's earnings growth rates and expected growth rates for the current year [6][7] Group 3 - Income-focused investing emphasizes dividend-paying stocks, which are often more stable and represent mature companies sharing profits with shareholders [8][10] - Parameters for searching dividend-paying stocks include current dividend yield and the 5-year historical dividend growth rate [10] - Zacks offers many pre-built custom screens for various investment strategies, making the screening process smoother for investors [9][11]
5 Stocks With Recent Price Strength Amid Wall Street Rally
ZACKS· 2025-06-12 12:10
Market Overview - U.S. stock markets are experiencing a positive trend after recent volatility, with the S&P 500 near its all-time high, and both the Nasdaq Composite and Dow showing positive year-to-date performance [1] - Factors contributing to this market sentiment include ongoing U.S.-China trade negotiations, stability in the U.S. labor market, and a declining inflation rate, which have encouraged investment in equities [2] Stock Performance - A selection of stocks has demonstrated significant price strength, particularly those on a bull run, indicating potential for continued momentum [2][3] - Five highlighted stocks include Sezzle Inc. (SEZL), Dycom Industries Inc. (DY), Tutor Perini Corp. (TPC), Limbach Holdings Inc. (LMB), and Northrim BanCorp Inc. (NRIM) [3] Screening Parameters - Stocks were screened based on several criteria, including: - Percentage Change in Price (4 Weeks) greater than zero, indicating recent upward movement [5] - Percentage Change Price (12 Weeks) greater than 10%, suggesting sustained momentum over three months [5] - Zacks Rank 1, indicating a strong buy rating with historical outperformance [6] - Average Broker Rating of 1, reflecting positive broker sentiment [6] - Current Price above $5, ensuring stocks are trading at a reasonable level [6] - Current Price/52-Week High-Low Range greater than 85%, indicating strong price performance [7] Individual Stock Highlights - **Sezzle Inc. (SEZL)**: Stock price surged 35.7% in four weeks, with expected earnings growth of 76.1% for the current year [8][9] - **Dycom Industries Inc. (DY)**: Stock price increased 20.3% in four weeks, with a revenue outlook raised for fiscal 2026 after strong Q1 results, and expected earnings growth of 13.2% [10][12] - **Tutor Perini Corp. (TPC)**: Stock price rose 12.8% in four weeks, with expected earnings growth exceeding 100% for the current year [16] - **Limbach Holdings Inc. (LMB)**: Stock price advanced 10.8% in four weeks, with expected earnings growth of 21.9% [18] - **Northrim BanCorp Inc. (NRIM)**: Stock price increased 4.9% in four weeks, with expected earnings growth of 45.9% [20]