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Stock Screen: Strong Upside

Stock Screen: Strong Upside

. 2 min read

Stock Screen: Strong Upside

The goal of this screen is to find stocks that are trading below their intrinsic value and have strong upside based on finbox.io Fair Values and Analyst Price Targets.

You can view the latest results here: Screen: Strong Upside

Filters

The Strong Upside screen uses the following criteria:

  • Upside (finbox.io) between 20% to 75%
  • Upside (Analyst Target) > 5%
  • Market Capitalization > $250 million
  • Uncertainty (finbox.io Fair Value) is Low

Filter 1: Upside (finbox.io)

Upside (finbox.io) compares a company's current stock price to it's finbox.io Fair Value. If the current stock price is below fair value, the stock is trading below its intrinsic value and has a positive Upside, aka Margin of Safety:

finbox.io Upside = Fair Value / Stock Price - 1

To find companies that a trading at a steep discount to their intrinsic value, I add the following filter:

Upside (finbox.io)

Filter 2: Upside (Analyst Target)

Analysts at investment banks and equity research firms release price targets for stocks. Upside (Analyst Target) compares the current stock price to the analyst price target:

Analyst Upside = Analyst Target / Stock Price - 1

Upside (Analyst Target)

You can use the STAT BY SECTOR button to get guidance on the threshold:

Stat by Sector

Filter 3: Market Capitalization

Market Capitalization is a public company's total equity value as implied by the stock's last observed trading price. In this screen, I'm using it to weed out companies that are below a certain size (< $250 million).

Market Capitalization

Filter 4: Uncertainty (finbox.io Fair Value)

Uncertainty (finbox.io Fair Value) represents the uncertainty ascribed to the finbox.io Fair Value:

Uncertainty (finbox.io Fair Value)

Downloading Results

Once the screen returns the relevant matches, you can either research the individual names further or create a portfolio based on the results.

To add any match to your Watchlist, just click the icon:

Add Watchlist

You can also Save the screen run again at a later time or Download all the matching results:

Download Save

Sources / Additional Reading


Andy Pai

Founder @ finbox.io. We build tools that make life easier for investors. I started my career in investment banking. I live in Chicago. Reach out if I can be helpful!

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