How To Use the Value Screeners

The Dividend Geek value screeners are designed to quickly review undervalued dividend growth stocks to find the best candidates for further investigation. Each screener is sorted by discount-to-fair-value, separating the undervalued stocks (highlighted in bright green, green and yellow) to the top of the screener from the overvalued stocks (highlighted in red) to the bottom half of the screener, to eliminate the overvalued companies from the review process.

Screening Steps

1. Starting at the top row from left to right review each cell (metric) for the undervalued stock and disqualify those with red flags using our selection criteria (red text) or your own criteria.

2. Compare the remaining stocks that passed the red flag review process against each other, and determine the top 3 based on your selection criteria for each metric that meets your investing strategy and portfolio objectives.
3. Do your own personal due diligence for the top three candidates that you found using the screener.

Once I have selected my top 3 companies from the screener review I analyze them in more depth. I find out more about their financial stability, and review their historical trends to make sure that I’m confident in owning them if I choose to.

The table below has important information about each screener column and how I use them. Your methods may vary for your needs and objectives, or as you refine your own investing system. There is a lot of information below, if you are new to investing don’t get overwhelmed once you learn about each metric the screener tool becomes easy to use. However, it is important that you build a strong foundation in each of these key metrics so study them well. You can always refer back to this guide as needed.

*Disclaimer: Information is provided “as is” and solely for informational purposes, not for trading purposes or advice. Sources on screeners may not always provide data and quotes may be delayed up to 20 minutes.