Stock Screener: Comparing Stocks for Fundamentals History

The MarketXLS 'Comparing Stocks' screener compares one fundamental metric, such as EBIT or free cash flow per share, across several companies on a 10-year chart. You pick the companies, pick one metric, and the chart updates. This article is from 2016 and describes an earlier version of the MarketXLS screeners; for the current stock screener, see /screener.

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Stock Screener: Comparing Stocks For Fundamentals  - stock data and fundamental analysis in Excel with MarketXLS

The walkthrough below compares Pfizer, Merck & Co., and Johnson & Johnson. Let’s say you are looking at Earnings Before Interest and Tax (EBIT) for Pfizer, and you want to compare it with the EBIT for Merck & Co. This screener allows you to do exactly that. As you can see, in the following screen, I have selected the two stocks from the Company selection box, and EBIT in the Metric selection. The chart shows me the 10-year comparison of EBIT for the two selected stocks.

While it is important that you select only one metric at a time for meaningful results, you are free to select as many companies as you want and compare their metrics on the chart.

Just like the Stock Screener: In-depth Research of a Stock, this screener also follows the associative principles which makes it easy to select/deselect anything you like at any time in your stock research. For example, let’s say that you want to add one more stock to your comparison, i.e., Johnson & Johnson, first relook at their EBIT and then compare their free cash flow per share.

In the following screen, I’ve added Johnson & Johnson to the list, and can compare their EBIT.

Now that I have compared their EBIT, I can go ahead and compare their free cash flow. To do so, I will first deselect EBIT, change the Financial Statement group to Metrics & Ratios, and then select the metric Free Cash Flow per Share. The chart will immediately reflect the new metric.

The Comparing Stocks screener works alongside the In-depth Research of a Stock screener, so you can look at one company in detail and then compare its metrics against peers.

About the authors
Anagh

About Anagh

CTO, MarketXLS

Anagh is the CTO of MarketXLS. He works with Ankur and Robin on the MarketXLS blog, creating articles together about market data and spreadsheet workflows.

Written collaboratively by Anagh, Ankur and Robin.

Important Disclaimer

The information provided in this article is for educational and informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any securities. MarketXLS is a financial data platform and is not a registered investment advisor, broker-dealer, or financial planner. Always conduct your own research and consult with a qualified financial professional before making any investment decisions. Past performance is not indicative of future results. Trading and investing involve substantial risk of loss.

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