Caviar Cruise Base - Searching for Quality
In this screen we apply some basic filters to find stocks which qualify for quality investing. Quality investors only invest in the best and most profitable companies available. The screener can filter for criteria which are quantifiable, but besides this more research should be done on the results. Make sure to check the linked article for more information on quality investing and the screen.
Caviar Cruise – A Stock Screener for Quality Investing
An overview of our Caviar Cruise Quality screens.
EBIT vs EBITDA | A comparison
EBIT and EBITDA are both important financial metrics used to assess a company’s profitability. In this article, we examine the differences between the two ratios and provide guidance as to when it is best to use which of the two ratios when analyzing companies.
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Debt/FCF<=5
We want the Debt to Free Cash Flow ratio to be below 5, meaning it would take less than 5 years to pay of the total debt if the company would use their free cash flow for this purpose
Exchange: US Only
Looking at the US only here
Revenue growth 5Y>=5%
A yearly revenue growth of at least 5% on average in the past 5 years
Profit Quality(5y)>=75%
The Profit Quality is defined as the Free Cash Flow to Net Income as a percentage and expresses to what extend the company is able to turn net profit (an accounting number) into real hard and valuable cash. We want at least 75% on average in the past 5 years.
(ebit5yGrowth>revenue5yGrowth)
The EBIT growth should be above the revenue growth.
ROICexgc>=15%
A return on Invested Capital (ROIC) of at least 15%
default settings
Regional Run
Run this screen in your favorite region. You can always further fine tune the screen by changing the general settings after it opened in the screener.