Chapter 5: Equities Screener Guide
The Equities Screener is one of the most powerful tools on Investi.
It allows you to filter and discover Maltese listed companies based on financial and performance criteria.
This guide builds on News & Announcements and helps you move from information to actual investment analysis.
Progress: Chapter 5 of 16
📌 What You Will Learn
- What an equity screener is
- How to use filters effectively
- How to interpret key financial ratios
- How to find investment opportunities
🔍 What is an Equities Screener?
An equities screener searches through a large number of listed companies and returns results based on selected filters.
Instead of analysing companies one by one, you can quickly narrow down options.
💡 Think of the screener as a search engine for investments.
⚙️ How the Screener Works
The screener includes:
- 🔎 A fuzzy search bar
- 🎛️ Filter tabs
- 📊 Range sliders
- 📑 Column selection options
Start here:
Open Equities Screener
🔎 Search Bar
Use the search bar to quickly find:
- Company names
- Tickers
This is useful when you already have a company in mind.
🎛️ Filters
Filters allow you to refine your results.
You can:
- Set ranges (e.g. P/E between 5 and 15)
- Select multiple conditions
- Add additional filters dynamically
Filters are the core of investment discovery.
📊 Key Equity Filters Explained
💰 Price
The current market price of a share.
🏢 Market Capitalisation
The total value of a company:
Market Cap = Price × Shares Outstanding
Indicates company size (small, mid, large).
📈 P/E Ratio (Price to Earnings)
A valuation ratio comparing price to earnings.
P/E = Price / Earnings Per Share
- Low P/E → may indicate undervaluation
- High P/E → may indicate growth expectations
Learn more:
Glossary
📊 P/B Ratio (Price to Book)
Compares market value to book value.
- Low P/B → possibly undervalued
- High P/B → premium valuation
💸 Dividend Yield
Income return from dividends.
Dividend Yield = Annual Dividend / Price
Useful for income-focused investors.
📈 Return on Equity (ROE)
Measures profitability relative to shareholder equity.
ROE = Net Income / Equity
Higher ROE generally indicates efficiency.
🏭 Operating Margin
Shows how much profit is generated from revenue.
Operating Margin = Operating Income / Revenue
📊 Volume
The number of shares traded.
Higher volume = better liquidity.
📅 YTD Return
Performance since the start of the year.
🧠 How to Use Filters Strategically
Instead of using random filters, combine them logically:
Example 1: Value Investing
- Low P/E
- Low P/B
- Positive earnings
Example 2: Income Investing
- High dividend yield
- Stable earnings
Example 3: Growth Investing
- High ROE
- Strong revenue growth
Then analyse further:
Company Page Guide
📑 Columns & Views
You can customise which data columns are visible.
This allows you to focus on:
- Valuation metrics
- Profitability
- Performance
➡️ From Screener to Analysis
Clicking a result takes you to a detailed page:
Example:
- /equities/BOV
There you can:
- View financials
- Analyse charts
- Check the order book
Learn more:
Company Page Guide
⚠️ Common Mistakes
- Using only one metric (e.g. P/E)
- Ignoring industry differences
- Chasing top gainers without analysis
- Over-filtering and missing opportunities
💡 Always combine multiple filters and verify results using company financials.
🔗 Related Guides
⬅️ Previous:
4. News & Announcements
➡️ Next:
6. Bonds Screener