At the beckoning of a few subscribers craving a feature to juxtapose companies in the screener, we felt it imperative to incorporate it into our repertoire.

Upon consulting our programmer, we discovered that this feature is effortlessly attainable as we already possess the necessary tools.

Below, I'll lay out the simple steps for you!

Mastering the art of company comparison using the Quant Investing Stock screener

Antecedent to selecting companies

Before cherry-picking the companies for comparison, take a moment to ponder which ratios and indicators you desire to scrutinize.

All the ratios and indicators within the screener are at your disposal for comparison.

As a quick reminder, the glossary offers a comprehensive list of all the ratios and indicators available in the screener.

Create a template for your scrutiny

After finalizing the selection of ratios, save them as a Template.

A Template is like a neatly organized toolbox of ratios (in the order you prefer) that you can effortlessly access with just a few clicks.

You are not confined to a single template; feel free to create as many as you desire such as:

• Valuation ratios
• Momentum ratios
• Quality ratios

The image below showcases a template containing all desired ratios. For precise instructions on how to create and save Templates, refer to our article: ‘How to create and edit Templates in the Quant Investing stock screener'.

After saving your Template, proceed to selecting the companies.

Assemble a watch list encompassing all companies

The most straightforward method to juxtapose companies involves creating a Watchlist.

Furthermore, you are not limited to just one; you can create as many as you wish. Detailed guidelines on creating and editing watch lists can be found in our article: ‘How to create and edit Watchlists in the Quant Investing stock screener'.

Illustrative example of company comparison

The following example encapsulates the plethora of possibilities available with the comparison feature.

Exemplar Template

I have meticulously designed a comprehensive Template entitled Comparisons with all the desired ratios meticulously organized, as depicted below.

To load the Template:

1. Click the Templates icon
2. Select the desired Template
3. Click the Load icon

This is the visual representation of the template.

Valuation Ratios

Click image to enlarge

Momentum ratios

Growth and return ratios

Quality Ratios

Unfortunately, the template is too expansive to be contained in a single screenshot, so it is split into four images.

List of companies for comparison – Watchlist

The subsequent step entails loading the Watchlist containing the companies for comparison.

I opted for several prominent tech companies.

You can curate your own list of companies, which may also consist of your current portfolio.

To load the Watchlist:

1. Click the Watchlist icon
2. Select the desired Watchlist
3. Click the Load icon

To commence the comparison of your desired companies promptly, click here

Revelation of comparison results

The ensuing visual rendition depicts the comparison results:

Valuation ratios:

Momentum ratios:

Growth ratios:

Quality ratios:

Further comparative insights in the company dashboard

Additional comparative insights can be gleaned from the company dashboard.

Click on any company name to access the dashboard page.

This is the appearance of the dashboard:

Scroll down to explore the bar charts, depicted as follows:

The effectiveness of the charts is heightened when comparing numerous companies. I will utilize this example to acquaint you with its usage.

Value Composite One comparison

Chart explanation:

The company in question is depicted in red – Microsoft in this instance.

X-Axis (horizontal) illustrates the values of the selected ratio found in the drop-down list – Value Comp One

Y-Axis (vertical) depicts the number of companies possessing the same ratio value.

In this instance: Microsoft (in red) has a Value Comp One value exceeding 60. Meta Platforms and Alphabet (in orange) hold values of 46 and 44, thus falling within the same group.

This affords you a clear view of the comparison and aids in honing your investment strategy.

Developing your custom template is akin to laying the foundation for building a grand architectural structure, and the subsequent comparison of companies is akin to observing the vibrant cityscape from the top floor of a skyscraper. Each comparison creates a new vantage point, helping you fine-tune your investment strategy and navigate the ever-changing landscape of the market. Remember, the unfolding comparisons are not static, but rather an evolving canvas, offering fresh viewpoints to inspire your investment decisions.Microsoft is pricier compared to the other two companies according to Value Composite One.

Comparison of Debt to Equity

Microsoft has a higher Debt to Equity ratio than the other two companies, as illustrated in the image.

Export to Excel and CSV

You have the option to export all the values displayed in the screener to Excel or as a CSV file.

To achieve this, simply click on the two icons displayed below.

Summary and conclusion

This is how effortlessly you can compare multiple companies using a variety of ratios and indicators.

If you require assistance, simply click the “Need help?” button at the bottom right of your screen.

To initiate comparison of any companies you desire NOW! – Click here