Simply Wall St Stock Screener: A Step-by-Step Tutorial for Investors
The Simply Wall St stock screener lets you filter its 100,000+ security database by snowflake scores, financial metrics, and industry. The simply wall st stock screener is the fastest way to narrow a large global universe to a shortlist of candidates before you do any detailed research. This tutorial walks through each step: setting filters, reading the results, understanding what the output tells you, and combining it with deeper tools to make an actual investment decision.
The screener is most useful as a starting point. It surfaces candidates quickly. What you do with those candidates determines whether the tool adds value to your process.
Key Takeaways
- The simply wall st stock screener filters by snowflake axis score (0-6), market cap, sector, dividend yield, and selected financial ratios.
- Setting minimum thresholds of 3/6 on value and 3/6 on health is a reliable starting point for a value-focused screen.
- The screener does not include Piotroski F-Score, ROIC, or EV/EBITDA as filter options in its default interface.
- Screens based on the future axis carry the most risk of false positives because analyst consensus estimates are systematically optimistic at long forecast horizons.
- After running the simply wall st stock screener, verify EV/EBITDA from the financials tab and run a Piotroski F-Score check independently before putting any candidate on a serious watch list.
- The screener works best combined with a secondary filter that adds quality depth to the snowflake's broad-brush output.
What the Simply Wall St Stock Screener Covers
The simply wall st stock screener applies to over 100,000 securities across the NYSE, NASDAQ, London Stock Exchange, ASX, TSX, Frankfurt Exchange, and dozens of others.
Filter categories: snowflake axis scores (each 0-6), financial fundamentals (P/E, P/B, yield, revenue), company characteristics (sector, exchange, country, market cap), and dividend criteria (yield range, payment continuity). Output is a sortable table showing snowflake scores for every matching security.
Step 1: Access the Screener
Log into your simply wall st account and work through to the screener under the "Examine" or "Stocks" section. Free accounts have limited results per session. Paid plans starting at approximately $10-20 per month billed annually give unlimited access across the full database.
Step 2: Set Your Snowflake Axis Filters
The snowflake axis filters are the most distinctive feature of the simply wall st stock screener. Each axis is scored 0-6.
For a value-focused screen, set these starting filters:
- Value axis: minimum 3/6
- Health axis: minimum 3/6
- Past axis: minimum 2/6 (to filter out businesses with no earnings history)
- Dividends axis: leave open unless you specifically want income-generating stocks
These settings narrow the universe from 100,000+ securities to a few hundred at most, depending on the market you are screening. For U.S. equities only, this filter set typically returns 150-400 candidates.
For an income-focused screen, adjust as follows:
- Dividends axis: minimum 4/6
- Health axis: minimum 3/6 (income investors need balance sheet stability)
- Value axis: minimum 2/6
For a quality-first screen:
- Past axis: minimum 4/6
- Health axis: minimum 4/6
- Future axis: minimum 3/6
Step 3: Add Market Cap and Sector Constraints
After setting the snowflake filters, add market cap and sector constraints.
For large-cap focus, set market cap minimum at $10 billion. This removes micro-caps and small-caps where data reliability is lower. For mid-cap work, set the range from $2 billion to $20 billion, where the simply wall st screener's international coverage is most useful.
Sector filtering makes the output more directly comparable when assessing a stock's metrics against peers. A retail business with a P/E of 18 looks different where the sector median is 14 versus 22. Filtering to one sector makes those comparisons cleaner.
Step 4: Apply Financial Ratio Filters
Beyond the snowflake axes, the simply wall st stock screener lets you filter by specific financial ratios. The most useful filters for value investors:
| Filter | Suggested Setting | Rationale |
|---|---|---|
| P/E ratio (trailing) | Maximum 20x | Removes most expensive names without excluding all quality businesses |
| P/B ratio | Maximum 3x | Captures most asset-value situations; adjust upward for technology |
| Dividend yield | Minimum 2% (for income screens) | Identifies meaningful income; not relevant for pure value screens |
| Market cap | Minimum $2B | Ensures reasonable data coverage and liquidity |
| Revenue | Minimum $500M | Filters out pre-revenue and early-stage companies |
These ratios act as additional filters on top of the snowflake axes. A stock that passes the snowflake filters but has a P/E of 35x against a sector median of 20x might still appear because the sector-relative value check passes while the absolute P/E is elevated. Adding an absolute P/E cap catches these cases.
Step 5: Read and Sort the Output
The screener output displays each candidate with its five snowflake axis scores, market cap, sector, and a brief fundamental summary. Sort the results by the metric most relevant to your screen.
For a value screen, sort by value axis score descending. Stocks at the top scored highest on the value axis checks, meaning more of the valuation checks passed.
For a quality screen, sort by past axis score descending and then check health scores for the top results.
For an income screen, sort by dividend yield descending after applying the minimum yield filter.
Read the individual stock reports for your top 10-15 candidates. Do not stop at the snowflake. Work through to the financials tab for each candidate and pull the EV/EBITDA manually. Compare it to the five-year historical median for that specific stock. A business trading at a 25% discount to its own historical EV/EBITDA multiple is a more informative signal than a sector-relative P/E comparison.
Step 6: Verify With Independent Data
The simply wall st stock screener gives you a shortlist. Verification requires independent checks on the metrics the screener lacks by default.
Check EV/EBITDA versus historical median. Pull the EV/EBITDA from the financials tab. If the current ratio is below the five-year median by more than 20%, the cheapness has historical context.
Run a Piotroski F-Score check. Scores of 7-9 signal improving quality. Scores below 3 signal deterioration. Run it through the ValueMarkers screener.
Verify ROIC. A business with 30% ROE and net debt-to-equity of 2.0 is a different thesis than one with 30% ROE and net debt-to-equity of 0.2. Our glossary entry on ROE explains how to make this distinction.
Step 7: Build Your Own DCF for Final Candidates
For the two to five stocks that survive all filters and independent checks, build a DCF model before sizing any position. Do not rely on the simply wall st intrinsic value estimate because you cannot inspect the discount rate or growth assumptions behind it.
The ValueMarkers DCF calculator provides four model options with fully adjustable discount rates, growth stages, and terminal assumptions. Run at least three scenarios: base case, conservative (lower growth, higher discount rate), and optimistic (higher growth, lower discount rate). If the stock looks attractive across all three, the margin of safety is real.
Common Mistakes When Using the Simply Wall St Stock Screener
Treating a 6/6 value axis score as a buy signal. A 6/6 score means all automated checks passed. It does not mean the stock trades at a meaningful discount to intrinsic value by your own model. Independent DCF verification is still required.
Using the future axis as a quality signal. The future axis reflects analyst consensus. Always confirm whether consensus estimates have been revised up or down over the past 90 days before treating a high future score as a reliable forward indicator.
Skipping the financials tab. EV/EBITDA and historical margin data are not on the main snowflake report. They are in the financials tab. Investors who stop at the snowflake miss the metrics that matter most for serious fundamental work.
Ignoring geographic data quality differences. U.S. large-cap coverage is reliable. Mid-cap listings on smaller international exchanges have more data gaps. Verify any international candidate against the company's own investor relations filings.
Further reading: SEC Investor.gov · FINRA
Why stock screener tutorial Matters
This section anchors the discussion on stock screener tutorial. The detailed treatment, formula, and worked examples appear in the body of this article above. The points below summarize the most important takeaways for value investors who want to apply stock screener tutorial in real portfolio decisions. ValueMarkers exposes the underlying data on every covered ticker via the screener and stock profile pages, so the concepts in this article translate directly into actionable filters.
Key inputs for stock screener tutorial
See the main discussion of stock screener tutorial in the sections above for the full treatment, including the inputs, the calculation methodology, the typical sector benchmarks, and the most common pitfalls to avoid. The ValueMarkers screener lets value investors filter the full universe of 100,000+ stocks across 73 exchanges using stock screener tutorial alongside the rest of the 120-indicator composite, with sector percentiles and historical trends shown on every stock profile.
Sector benchmarks for stock screener tutorial
See the main discussion of stock screener tutorial in the sections above for the full treatment, including the inputs, the calculation methodology, the typical sector benchmarks, and the most common pitfalls to avoid. The ValueMarkers screener lets value investors filter the full universe of 100,000+ stocks across 73 exchanges using stock screener tutorial alongside the rest of the 120-indicator composite, with sector percentiles and historical trends shown on every stock profile.
Related ValueMarkers Resources
- Pb Ratio — Glossary entry for Pb Ratio
- Enterprise Value to EBITDA (EV/EBITDA) — Enterprise Value to EBITDA is the metric used to how cheaply a stock trades relative to its fundamentals
- Roe — Glossary entry for Roe
- Simply Wall Street — related ValueMarkers analysis
- Simply Wall St — related ValueMarkers analysis
- Building A Stock Screener — related ValueMarkers analysis
Frequently Asked Questions
what happens if the stock market crashes
If the stock market crashes, diversified investors with long time horizons are typically better served by holding rather than selling, because market recoveries have historically rewarded patience. The S&P 500 has recovered from every major drawdown in its history, including the 2008-09 financial crisis (drawdown of 57%, recovery within four years) and the 2020 pandemic crash (drawdown of 34%, recovery within five months). Simply wall st health scores may temporarily drop for many stocks during a crash as debt-to-market-cap ratios rise, but the underlying balance sheet data changes much more slowly than market prices.
what time does the stock market open
The New York Stock Exchange and NASDAQ open at 9:30 a.m. Eastern Time on weekdays, Monday through Friday. Pre-market trading begins as early as 4:00 a.m. Eastern on most electronic platforms. Extended hours trading continues until 8:00 p.m. Eastern. The simply wall st stock screener uses end-of-day prices for valuation checks rather than intraday data, so results may not reflect the morning open price.
are stock markets closed today
U.S. stock markets are closed on nine federal holidays per year: New Year's Day, Martin Luther King Jr. Day, Presidents Day, Good Friday, Memorial Day, Juneteenth National Independence Day, Independence Day, Labor Day, Thanksgiving Day, and Christmas Day. Markets may also close for extraordinary events. Check the NYSE holiday schedule for the current year's exact dates.
what time does the stock market close
The NYSE and NASDAQ close at 4:00 p.m. Eastern Time. After-hours trading continues on most electronic platforms until 8:00 p.m. Eastern. The simply wall st stock screener typically updates its snowflake scores with prices from the previous trading day's close, so screens run before 4:00 p.m. Eastern reflect the prior day's closing prices until the end-of-day update processes.
when does the stock market open
The main U.S. stock exchanges, the NYSE and NASDAQ, open at 9:30 a.m. Eastern Time Monday through Friday on trading days. Pre-market sessions run from approximately 4:00 a.m. to 9:30 a.m. Eastern on most platforms. International exchanges covered by the simply wall st stock screener operate on their own local schedules: the London Stock Exchange opens at 8:00 a.m. GMT, the Tokyo Stock Exchange at 9:00 a.m. JST, and the ASX at 10:00 a.m. AEST.
why is the stock market down today
The stock market moves down for many reasons: macroeconomic data releases (inflation figures, employment reports, GDP estimates), Federal Reserve policy signals, geopolitical developments, sector-specific news, or simply mean reversion after a period of extended gains. The simply wall st stock screener does not explain daily price movements. For individual stocks, check the news section in the stock's simply wall st report or a financial news source for context before attributing a decline to fundamental deterioration.
Compare the simply wall st stock screener filters against the 120-indicator options in the ValueMarkers comparison tool and see which setup gets you to better candidates faster.
Written by Javier Sanz, Founder of ValueMarkers. Last updated April 2026.
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Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consult a licensed financial advisor before making investment decisions.