Value stock screener overview
Researched and backtested predefined value stock screens
Overview of our value stock screener
Each value stock screen provided on this website has been researched, backtested and also tested with a paper portfolio to verify the theory and results. These are all customized screening strategies that you would not be able to find on sites such as Yahoo, Zacks or Google.
Each stock screen is predefined. This means that you cannot adjust values to create new results. What you see is what you get.
The screens cross several categories/strategies, namely:
- Asset based screeners
- Valuation based screeners
- Cash Flow based screens
- Profitability based screeners
- Quality and Value based screens
- Share count based screens
New value screens are researched and tested but will only be included when it proves to be successful.
The stock screens are updated roughly once a week. Companies do not enter and exit the results quickly so it is not necessary to update it every day.
How to use the value screens
Select any screen from the left menu to view the full details.
Stock results are limited to 50 stocks to offer a wide array of ideas you can filter through.
You can save the screen results to your computer by clicking on the "download results" link located on each screener page.
Value stock screen settings
Each stock screen will have references to articles previously written discussing the performance and how the screen was set up.
However, the screens are continually tweaked and improved upon for optimal performance.
Every adjustment may not result in a better performing screen, but stability, reliability and accuracy are just as important which is what I am aiming for.
Use the articles as references only. Do not take it as the holy grail of the screens you see here.
Frequently asked questions about the screeners
How often are the screens updated?
Once a week. Usually at the start of the week but no set time.
How long are the positions held?
The official stats that are tracked hold positions for 1 year to reduce taxes and fees. It\'s unrealistic to rebalance 20 stocks monthly. Don\'t believe performance charts from other sites that claim 2000% returns. They are not realistic. All screens listed on Old School Value, factor in fees, slippage, max holding size of 5% and other details to simulate a live portfolio.
How many stocks are held?
Can the OSV Analyzer screen a list of stocks or the market index?
The OSV Analyzer is not a screener and will not produce a list of stocks. It is for deep analysis of individual stocks. This will be a key future implementation.