Tools › Investing › Company Financials › Fundamental Screener › Example

Screening companies by reported figures: three example criteria, the count each one leaves and the companies not evaluated

ToolFundamental Screener
SourceAnnual figures of 642 companies as filed with the U.S. Securities and Exchange Commission in Forms 10-K, 20-F and 40-F (XBRL company facts, read from the site's own tables on 13 November 2026). No published worked example is reproduced.
LevelUndergraduate

Problem

The companies that report in US dollars (559 of the 642 on file) are filtered by three example criteria, each on the company's latest fiscal year: 5-year compound revenue growth at least 5 % a year, operating margin at least 15 %, debt to equity at most 1. The page counts the companies meeting each criterion alone and all together, lists those that meet all in alphabetical order, and writes the three measures out for the first, Abbott Laboratories (fiscal 2025, millions of dollars: revenue 44,328 against 34,608 in fiscal 2020, operating income 8,053, total debt 12,929, shareholders' equity 52,130).

Inputs to Enter

  • Criteria: revenue growth, 5 years at least 5; operating margin at least 15; debt to equity at most 1
  • All industries; US dollar companies only; sorted by company name; 25 rows shown
Open the Fundamental Screener tool (loaded with this example)

Answers

  • Revenue growth at least 5 % a year: 392 meet it, 122 do not, 45 not evaluated (27 without the year five before, 14 without a revenue line)
  • Operating margin at least 15 %: 251 meet it, 178 do not, 130 not evaluated (116 tag no operating income)
  • Debt to equity at most 1: 257 meet it, 133 do not, 169 not evaluated (103 financial companies, for which the ratio is not meaningful)
  • All three together: 85 companies listed, 318 fail at least one, 156 not evaluated
  • Abbott Laboratories: revenue growth (44,328 / 34,608)^(1/5) − 1 = 5.08 % a year; operating margin 8,053 / 44,328 = 18.17 %; debt to equity 12,929 / 52,130 = 0.25

Notes

The tool's default inputs are this case; press Submit. The criteria are an example of how a screen is written, not a strategy. The counts are those of the data on file on 13 November 2026 and change when companies file new reports. A company with a blank or not-meaningful figure is counted as not evaluated, never as passing or failing. The page scores and ranks nothing: the list is in the order the user chooses. Every measure was checked by hand for six companies, against the data layer for all 642, and against an independent numpy implementation from the figures as filed (test_fundamental_screener.php). A calculator for education and analysis, not investment advice.