The screener on FinViz allows that in a fashion, with the Price Performance filter, but to combine the screens (Select 3-month from within the 6-month results and 1-month from results both in the 6-month and 3-month), requires a 3-level multi-keyed sort, which can be done in Excel. Price 6 months Ago, Price 3 months Ago, and Price 1 month Ago.

I wonder if it would be possible to add 3 columns of data to the output: I feel lucky to have found your site! I have found what I was looking for and that led to many more levels of interesting and useful research and tools.Īs it is not possible to see the macro code for the FinViz data download routine, This spreadsheet is now unlocked – all protection has been removed.ĭownload Stock Comparison Excel Spreadsheet with Automatic Data Retrieval – UNLOCKED Please let me know if you have any comments. The spreadsheet also calculates if the stock is undervalued or overvalued using the technique outlined in this article. Along with the other indicators in the spreadsheet, you use this information to screen for stocks worth investing in. This feature lets you quickly locate the most favorable stocks. The spreadsheet automatically highlights the most favorible information (such as the lowest P/E ratio, or the highest dividend for each of the ten stocks). A table will be populated with financial data for each ticker as they’re typed in. Simply write a ticker symbol into one of the ten cells highlighted in blue (you can’t change anything else). There are over 60 key facts for each of the 10 stocks.

This data includes market capitalization, P/E Ratio, Dividend, Return on Equity, weekly volatilities, gross and operating margins, beta, the average true range and more. The data is saved inside the spreadsheet so you only need to download updated data if you want the latest information. It automatically retrieves financial data for over 6800 stocks from. UPDATE: This spreadsheet is now unlocked! Please reference if you adapt or modify this tool. Use this spreadsheet to validate your existing investment strategy or pick out the strongest stocks. Closest competing business (product, service, location, etc.)Ĭompetitors are updated annually, when the company issues its 10-K or equivalent, or periodically, when a corporate action has been completed (e.g., merger, acquisition, divestiture, restructuring, expansion) that alters a company's competitor landscape.This Excel spreadsheet lets you compare critical financial data for up to 10 stocks.However, if the 10-K lists competitors in alphabetical or random order, Reuters Competitors will rank by: In the 10-K or equivalent, the company will often list their competitors in ranking order, so Reuters will list them identically. When you click Show Competitors, Fidelity displays the four highest ranked competitors for the first company chosen. Finally Reuters reviews companies that are classified in similar industries according to the Reuters Business Sector Schema and NAICS classification systems.Ĭompetitors are ranked from highest to lowest competition. For example a keyword search on the Company's main operations across industry publications and websites. If adequate information in any of the above documents cannot be found, the Reuters conducts further research using multiple news and other sources. Reuters will review brokerage reports that list company’s competitors in an industry review or provide peer comparisons on individual company research.

This extended description provides detailed information on a company's operating divisions and often also provides competitor information. Reuters examines the long description provided by the Reuters Business Intelligence group.

Reuters Business Intelligence Long Description.

Information from this source forms the core of the Competitors Service from Reuters, however additional research is conducted to build on this foundation. Reuters analysts search the most recent company filing (10-K, 10-Q or equivalent) and search for the section entitled “Competition.” In many cases companies provide a specific list of competitors that compete against the company.

Competitor section of Recent Company Filings.

When compiling a new or existing competitor list, Reuters takes the following steps to provide the most accurate and representative competitor list: exchange (NYSE, AMEX, NASDAQ, OTC), and includes ADRs. Competitors are collected for companies publicly traded on a U.S. Competitor information is provided to Fidelity by Reuters.

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