Overview: Our Companies Screener acts as a filter that sits atop the database, and is able to pull out companies that meet certain criteria. Once those companies are pulled out, the Companies Screener then allows a user to bring in additional display columns that correspond with those companies. Display column categories range anywhere from quantitative to qualitative data.
Outline of Features and Content: As mentioned above, criteria can be added by clicking on the categories within the Recommended or Browse Criteria sections, as well as typed into the search bar next to Add Criteria. Screens can also be Saved from the top right.
Display Columns can be accessed by clicking on the button below Screening Results.
The Display Columns button will bring up the Field Selector. Here, a user can click on the black arrows next to specific categories in order to open that specific umbrella of display columns. Once selecting a metric, a user can modify the parameters in the middle, click the rightward-facing arrow to move it over to the Selected Fields section, then click Apply.
Example: Industrial companies, located in the United States, with Revenue between $10K-100K
- Click Geography in the Recommended Criteria section
- Click the “>” next to United States and Canada
- Check United States
- Click Add
- Click Industry Classification in the Recommended Criteria section
- Check Industrials
- Click Add
- Click S&P Global Universal Fundamentals in the Browse Criteria section, under Financials
- Click Total Revenue
- Select Between, and type a desired range in the blanks below
- Select a desired Period Type, and a specific Period
- Click Add
