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James Li
James Li
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New Screener Filters Added Under Growth Tab

You can now screen for changes in long-term debt, market cap and Piotroski F-Score

April 04, 2018 | About:

We are pleased to announce we have added new All-in-One Screener filters under the Growth tab.

You can now screen for changes in long-term debt and market cap for the following time periods: one year, three years and five years. You can also screen for the one-year Piotroski F-Score change. These filters are located under the Screener’s Growth tab on the right, as Figure 1 illustrates.

Figure 1

Background

A Forum post discussed that while “little or no long-term debt often means a good long-term bet,” long-term debt can be OK in the short term to help companies raise capital to establish revenue and earnings growth. For companies that have poor financial strength, however, increasing long-term debt can worsen a company’s financial position.

One key GuruFocus feature is “warning signs,” red flags that caution investors when they analyze a stock. Sears Holding Corp. (NASDAQ:SHLD), a major Bruce Berkowitz (Trades, Portfolio) holding, has several red flags:

  • Piotroski F-Score: Low.
  • Revenue per Share: Declined.
  • Gross Margin %: Declined.
  • Operating Margin %: Declined.
  • Long-term debt: Keep issuing new debt.

Sears’ market cap has declined approximately 62.91% in the past 12 months, according to the Screener’s “one-year market cap change” filter. Additionally, the company’s Piotroski F-score declined from 3 to 2 over the past year. Figures 2 through 4 illustrate the company’s poor profitability.

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Figure 2: Predictability chart (revenue per share / EBITDA per share) for Sears

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Figure 3: Sears’ operating and gross margin trends for the past 10 years

Figure 4: Sears’ market cap and long-term debt trends for the past 10 years

A recap of our All-in-One Screener

One of our most popular value screeners, the All-in-One Screener allows you to create your own value screen. GuruFocus also provides several predefined filters, including the “high quality” and “good companies” screens.

The Screener also includes a backtesting option that allows you to compare the performance of a model portfolio to the three major U.S. indexes: the Dow Jones Industrial Average, the Nasdaq and the Standard & Poor’s 500 index. Premium members can backtest up to three years while Premium Plus members can backtest up to 2006.

Disclosure: No positions.

About the author:

James Li
I am an editorial assistant and researcher at GuruFocus. I have a Master's in Finance from SMU, and I enjoy writing reports on financial trends and investor portfolios. Follow me on Twitter at @JamesLiGuru!

Visit James Li's Website


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