Market Screener — UI Prototype v2

STOCKS 35

TICKER ↕?	PRICE ↕?	SIGNAL ↕?	SCORE ↕?	CAP ↕?	STYLE ?	FLAGS ?
						Passed only
WDAY	$137.88	⚡ Speculation why?	14	LARGE CAP	HIGH GROWTH	⚠ 3 Risk Flags ⚠ Significant drawdown: -43% in 52 weeks ⚠ 46% off 52-week high ⚠ DCF: 79% margin of safety (undervalued)
Metrics P/E ? 43.0 PEG ? 0.57 ROE% ? 10.9% OP MGN% ? 13.3% GROSS M% ? 75.8% FCF YLD% ? 11.3% D/E ? 0.57 52W CHG ? -43.1% FROM HIGH ? -46.4% ANALYST ? Buy UPSIDE ? +24.1% DCF SAFETY ? +79.4% MKT ✓ GRAHAM ✗ — P/E 43 > 15× Risk Flags ⚠ -43% in 52W ⚠ 46% off high ⚠ DCF +79% (undervalued) Factor Scores (Mkt-Adj) — click any factor to learn more PEG Ratio +3 STRONG PEG 0.57 — below 1.0 threshold. Paying less than growth justifies. (Gate: < 1.0) FCF Yield +3 STRONG FCF yield 11.3% — strongly positive free cash flow. High weight metric. (Gate: > 0%) Analyst Consensus +2 GOOD Rated Buy by Wall St. (Yahoo mean ≤ 2.5). Requires ≥ 3 analysts. Upside: +24.1% to target. DCF Margin of Safety +2 GOOD Intrinsic value 79% above current price. Stock appears undervalued vs DCF model. (Gate: ≥ 20%) Return on Equity +1 WEAK ROE 10.9% — above minimum but below the 15% preferred threshold. Partial score. Operating Margin +1 WEAK Op margin 13.3% — positive but below strong threshold for software sector. (Preferred: > 20%) Gross Margin +1 GOOD Gross margin 75.8% — strong for SaaS. High pricing power and product economics. Revenue Growth +1 MODERATE Revenue growth is positive but below the high-growth threshold. Contributes partial score.
NVDA	$208.64	✅ Strong Buy	13	MEGA CAP	HIGH GROWTH	⚠ 3 Risk Flags ⚠ High volatility (β 2.20) ⚠ Analyst 43% upside to target ⚠ DCF: 153% above intrinsic value
BAC	$53.63	⊙ Neutral	3	MEGA CAP	GROWTH	—
TRET	$0.35	✕ Avoid	0	MICRO CAP	HIGH GROWTH	—

? Metric Glossary

Market Context

10Y Treasury YieldRate

Benchmark risk-free rate. The higher it goes, the more bonds compete with stocks, and the more P/E multiples compress.

Regime: <2% LOW · 2–5% NORMAL · >5% HIGH

<2% Growth wins

2–5% Balanced

>5% Value wins

VIX — Volatility IndexRisk

The market's "fear gauge." Measures expected 30-day S&P 500 volatility. High VIX = elevated uncertainty — risk premiums rise and valuations compress.

Regime: <15 Calm · 15–25 Normal · >25 Elevated

<15 Calm

15–25 Normal

>25 Fear

Rate RegimeRegime

Derived from the 10Y yield. Controls how P/E gates are adjusted. In HIGH rate regimes, the multiplier tightens from 1.5× to 1.2× — future earnings are worth less when rates are high.

HIGH rates: P/E gate = S&P P/E × 1.2 (stricter)

LOW Growth favored

NORMAL Balanced

HIGH Value favored

Valuation

P/E RatioValuation

Price-to-Earnings. How many dollars you pay per $1 of annual profit. Uses trailing (audited) earnings — not analyst estimates. The most fundamental valuation gate.

Graham gate: <15× · Mkt-Adj gate: S&P P/E × 1.5 ≈ 40×

<15× Graham

15–35× Fair

>35× Expensive

PEG RatioValuation

P/E adjusted for growth rate. A PEG of 1.0 means you pay exactly what the growth justifies — Peter Lynch's "fair price" benchmark. Below 1.0 = growth is cheap.

Gate: < 1.0 (Lynch standard) · Weight: 2

<1.0 Bargain

1.0–2.0 Fair

>2.0 Costly

DCF Safety MarginValuation

Two-stage discounted cash flow model. Compares intrinsic value (from future FCF) to today's price. Positive = undervalued. Negative = trading above fair value. Only fires when FCF > 0.

Scoring: ≥20% → +dcf weight · <-20% → -dcf weight

≥20% Undervalued

0–20% Fair

<0% Overvalued

Quality

ROE %Quality

Return on Equity. Profit generated per $1 of shareholder equity. The best single proxy for whether management allocates capital well. Warren Buffett's preferred quality metric.

Gate: >15% preferred · Weight: 3 (highest tier)

>20% Exceptional

10–20% Decent

<10% Weak

Operating Margin %Quality

Operating profit as % of revenue. Measures core business efficiency before interest and tax. Expanding margins signal pricing power and operational leverage over time.

Varies by sector · Weight: 2

>20% Strong

10–20% Decent

<10% Thin

FCF Yield %Quality

Free Cash Flow yield. Real cash generated after capex, divided by market cap. Unlike earnings, FCF cannot be easily manipulated by accounting choices. Negative FCF is a hard gate failure.

Gate: FCF must be > 0 · Weight: 3 (highest tier)

>5% Strong

1–5% Adequate

<0% Negative

Gross Margin %Quality

Revenue minus cost of goods, as % of revenue. Shows product economics and pricing power before any overhead. High gross margin = room to invest in growth without destroying profitability.

Display only — not yet a hard gate · informational

>50% Premium

30–50% Decent

<30% Thin

Risk

Debt / EquityRisk

Total debt divided by shareholders' equity. Measures financial leverage. Higher D/E means more debt relative to the equity cushion — raises distress risk when earnings decline.

Gate: <1.5× (Graham) · Tech allowed up to 2.0×

<0.5 Conservative

0.5–1.5 Acceptable

>1.5 Leveraged

Beta (β)Risk

Measures how much a stock moves relative to the S&P 500. β = 1.0 tracks the market. β = 2.2 means 2.2× the move — in both directions. High beta stocks can gap down quickly on bad news.

Flag triggered: β > 1.5

<1.0 Low vol

1.0–1.5 Market-like

>1.5 High vol

52W Change %Momentum

Total price return over the past 52 weeks. Used with "From High" to detect strong momentum (uptrend) or deep dip (opportunity or distress) conditions.

Flag: ≥+50% uptrend · ≤-30% significant drawdown

≤-30% Drawdown

-30 to +30%

≥+50% Uptrend

From 52W High %Momentum

How far below the 52-week peak the stock currently sits. Negative = below its recent high. Large negative values signal either dip opportunity (quality stocks) or distress (weak stocks).

Flag: >20% off high

0% At peak

-5 to -20% Dip

<-20% Deep dip

Signals

SignalOutput

The combined verdict from both scoring modes. Strong Buy = passes both Graham AND Mkt-Adjusted. Speculation = passes Mkt-Adj only. Avoid = fails both. Neutral = borderline in one or both.

Derived by: comparing Fundamental + Inflated mode verdicts

Strong Buy Both pass

Neutral Borderline

Avoid Both fail

ScoreOutput

Weighted sum of all factor contributions. Revenue +4, ROE +3, FCF +3, opMargin +2, PEG +2, analyst +2, DCF +2. Displayed as a dot scale and raw number. Max is approximately 20.

Weights: ROE×3 · FCF×3 · opMargin×2 · revenue×2 · analyst×2 · dcf×2

≥10 Strong

5–10 Moderate

<5 Weak

Analyst ConsensusExpert

Wall Street consensus from Yahoo Finance. Scale: 1.0 = Strong Buy, 5.0 = Strong Sell. Inverted for scoring. Requires ≥ 3 analysts to prevent noise from thin coverage stocks.

Scoring: ≤2.0 full score · ≥4.0 full penalty · min 3 analysts

1.0–2.0 Strong Buy

2.0–3.0 Buy/Hold

4.0–5.0 Sell

FlagsWarning

Count of active risk warnings. Flags do NOT disqualify a stock — they are warnings to inform your decision. A Strong Buy with 3 flags can still be a great opportunity — but know what you're taking on.

Triggers: β>1.5 · 52W≥+50% · DCF>±30% · analyst divergence · >20% off high

0 Clean

1–2 Watch

3+ Risky

Revenue GrowthQuality

Year-over-year revenue growth rate. Highest weight factor in the scoring system. Strong revenue growth signals demand is real, not a cost-cutting story.

Weight: 4 (highest in system) · Gate: positive growth preferred

>15% High Growth

5–15% Growth

<0% Declining