OSV & Graham Deep Value Screen
Old School Value blog
Empowering value investors with stock valuation, ideas and tutorials
OSV & Graham Deep Value Screen
A couple of weeks ago, I introduced you all to a value stock screener by Happy Investors based on the stock value calculators and I also wanted to reveal something I’ve been thinking about and working on over the weeks as well.
To begin with, I’ve created two value stock screeners.
It’s based on finding deep value stocks with the stock calculator and Graham’s net net spreadsheet which I modified to include NCAV.
Old School Value Stock Screen
The OSV screen is filled with data and useful metrics and ratios which you won’t find in any other stock screener. For each stock, it contains all the investing ratios and metrics that I discussed previously. See the post for a full explanation on each metric that I have included.
One downside is that because there is so much information for each stock, the web page is very wide and you have to scroll across.
Also, if you want to see a specific stock which isn’t up there, send me a comment and I’ll add it in as all the stocks listed in this screen are manually configured to be as precise as possible.
10 Cheap Stocks from the OSV Screen
The results of this screen is what I will be using for the passive auto portfolio.
Based on the OSV screen, the following stocks look undervalued
| Ticker | EPV MOS | Graham MOS | DCF MOS |
|---|---|---|---|
| AIRT | 54.7% | 17.4% | 58.2% |
| ACU | 48.6% | 31% | 40.8% |
| BOLT | 37.1% | 44.3% | 24.1% |
| ARKR | 25.5% | 45% | 4.2% |
| PPD | 20.5% | 47.1% | 49.5% |
| JOSB | 14.1% | 22.5% | 11.2% |
| JCOM | 11.1% | 20.1% | 26.2% |
| DWSN | 10% | 53.9% | 55.9% |
| UEIC | 3.2% | 15.7% | 9.6% |
| EGY | 0.8% | 15.7% | 46.5% |
Deep Value Cheap Stocks from Graham Screen
The Graham stock screen lists the companies that are supposed to be cheap compared to their NNWC and NCAV values.
Since companies only reach their NNWC values once a decade or during extreme pessimism, I decided to include the NCAV value as well.
Just a quick reminder on what is NNWC and NCAV.
Net Net Working Capital
NNWC = Cash and short-term investments + (0.75 * accounts receivable) + (0.5 * inventory) – total liabilities
Net Current Asset Value
NCAV = current assets – total liabilities
12 Deep Value Graham Stocks
Disclosure
I own BOLT at the time of writing
You may also like:
- Ben Graham Net Net Deep Value Stocks
- Graham Deep Value Stock Review: XOHO Holdings (XOHO)
- NCAV NNWC Screen Strategy Backtest
- Value Screen Results for an Explosive 2010
- Altman Z and Piotroski Screen
Are your stocks cheap or overvalued? Check with the stock valuation spreadsheets
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- peekay
Jae .. what about AZZ? How does it show up in the above screen../
- Jae Jun
Do you mean how does it not show up?
- Al D'Andrea
Great site! Do you plan to update the screener output or is the screener something you can buy?
Thanks!
- Jae Jun
@ Al D’Andrea,
I’m afraid that I’m phasing out the OSV screener. I can’t update it as quick as I would like. It will be replaced with several other screens I am working on.
- Shawn
Too bad about the phase out. The ’standard’ value screen was a good place to start for new investors. Hopefully you’ll introduce something similar. Great jobs on the other screeners. CROIC screen looks like a useful tool to make great finds.