How to filter by fundamentals and valuation

Q: Why does my screen return no results?

Your filters are likely too strict or conflicting. Remove or loosen one filter at a time until results appear, then tighten gradually.

Q: Can I screen ETFs by valuation?

Valuation multiples apply to operating companies. For ETFs, use size, liquidity, and other fund-appropriate filters, and review holdings on the fund's profile.

Q: Which fundamental filters should I start with?

Pick one group that matches your strategy - valuation, growth, profitability, or dividends - then layer a second group so you are not relying on a single metric.

Q: Should I trust screen results without checking further?

No. Confirm output against the Financials tab and underlying filings before acting on a name.

Q: How do I turn a screen into a watchlist?

Open promising results as profiles, then save keepers to a watchlist for ongoing tracking and comparison.

Beyond price and daily change, the Vantafin screener can filter by the fundamentals that drive long-term returns: growth, profitability, valuation, and dividends. This guide explains the main filter groups and gives example screens you can adapt to your strategy.

The main filter groups

Group	Example metrics	Use to find
Valuation	P/E, price-to-sales	Cheap or premium-priced stocks
Growth	Revenue growth, EPS growth	Fast-growing companies
Profitability	Margins, net income	Quality businesses
Dividends	Yield, payout	Income ideas
Size & liquidity	Market cap, volume	Large caps or liquid names

Example screens

Quality growth

Filter	Example value
Revenue growth	Greater than 15%
Gross margin	Greater than 40%
Net income	Positive

Finds growing, high-margin, profitable companies.

Value

Filter	Example value
P/E ratio	Less than 15
Price-to-sales	Less than 3
Market cap	Greater than $2B

Finds larger companies trading at modest multiples.

Dividend income

Filter	Example value
Dividend yield	Greater than 3%
Payout	Sustainable range
Net income	Positive

Finds income candidates that can likely support the payout.

Turn filters into a repeatable process

Start from one of the templates above.
Adjust thresholds to match your goals and risk tolerance.
Open results as company profiles and confirm the numbers on the Financials tab.
Save keepers to a watchlist, then let AI Chat rank them.

Avoid common pitfalls

Too many filters can leave zero results. Loosen one at a time.
A single metric rarely tells the whole story; combine growth with profitability.
Always confirm screen output against the underlying filings.

Next steps

Frequently asked questions

Why does my screen return no results?

Can I screen ETFs by valuation?

Which fundamental filters should I start with?

Should I trust screen results without checking further?

How do I turn a screen into a watchlist?

Important Disclaimer

This article is for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, tax advice, legal advice, or any other form of professional advice. DTS Analytics LLC (operating as Vantafin) is not a registered investment adviser, broker-dealer, or fiduciary. Market data, figures, and other information on Vantafin may be delayed, incomplete, or incorrect and are provided without warranty. Nothing herein should be construed as a solicitation, recommendation, endorsement, or offer to buy, sell, hold, or trade any security or other financial instrument. Past performance is not indicative of future results. You should independently verify all information and consult a qualified and licensed financial professional before making any investment or financial decision. You are solely responsible for your own investment, trading, and financial decisions, and DTS Analytics LLC is not liable for any losses arising from your use of or reliance on this content.

Group

Example metrics

Use to find

Valuation

P/E, price-to-sales

Cheap or premium-priced stocks

Growth

Revenue growth, EPS growth

Fast-growing companies

Profitability

Margins, net income

Quality businesses

Dividends

Yield, payout

Income ideas

Size & liquidity

Market cap, volume

Large caps or liquid names