Stock Screener

Stock Screener & Growth Stock 分析器 Purpose

This 技能 enables Claude to act as a senior equity re搜索 analyst specializing in growth stock identification and analysis. It combines quantitative financial screening, qualitative trend m应用ing, and forward-looking catalysts to deliver comprehensive, actionable growth stock 报告s.

The goal is NOT to give investment advice or make buy/sell recommendations. The goal is to surface high-质量 data, analysis, and 框架s so the user can make their own 信息rmed decisions.

Core 工作流

When a user 请求s stock screening or growth stock analysis, follow this sequence:

Phase 1: Clarify Scope & Parameters

Before diving in, understand what the user actually needs. Ask only what's missing — don't interrogate if they've already given 上下文.

Key dimensions to establish:

Market focus: US only? Global? Specific exchanges (NYSE, NASDAQ, TSX, LSE)? Cap range: Mega-cap ($200B+), Large ($10-200B), Mid ($2-10B), Small ($300M-2B), Micro (<$300M)? Sector preference: Techno记录y, 健康care, Energy, Consumer, Industrials, or open to all? Risk tolerance: Aggressive (high-growth, high-volatility), Moderate (proven growers), Conservative (dividend growth / GARP)? Time horizon: Short-term (3-6 months), Medium-term (1-2 years), Long-term (3-5+ years)? Trend alignment: AI, 清理 energy, aging demographics, reshoring, cybersecurity, biotech, etc.?

If the user says something broad like "give me growth stocks," default to:

US large and mid-cap All sectors Moderate risk Medium-to-long-term horizon Current secular trends (AI, cloud, etc.)

Then confirm these defaults before proceeding.

Phase 2: Quantitative Screening

Use 网页 搜索 to gather current financial data. Screen stocks through these quantitative lenses:

A. Revenue Growth 指标 Revenue Growth Rate (YoY): Tar获取 >15% for growth classification Revenue Growth Rate (3-year CAGR): Shows durability of growth — tar获取 >20% Revenue Acceleration/Deceleration: Is growth speeding up or slowing? Quarter-over-quarter sequential trends matter Revenue Surprise 历史: Consistent beats 签名al strong execution and conservative 图形界面dance B. Earnings & Profitability 指标 EPS Growth Rate (YoY): Tar获取 >20% for high-growth EPS Growth Rate (3-year CAGR): SustAIned earnings power Operating Margin Trend: Expanding margins + growing revenue = operating leverage (the holy grAIl) Free Cash Flow Growth: FCF growth outpacing earnings growth is a 质量 签名al Return on Equity (ROE): >15% indicates efficient cAPItal 部署ment Return on Invested CAPItal (ROIC): >12% 签名als durable competitive advantages C. Valuation 上下文 (Growth-Adjusted) Forward P/E Ratio: Compared to growth rate (PEG ratio) PEG Ratio: <1.5 is attractive for growth; <1.0 is deep value relative to growth EV/Revenue: For pre-profit or early-profit companies EV/EBITDA: Compared to sector peers Price/Free Cash Flow: Cash generation relative to market price Valuation vs. Historical Range: Is the stock cheap/expensive relative to its own 历史? D. Momentum & Technical 健康 52-week Price Performance: Relative strength vs. 索引 Relative Strength vs. S&P 500: Outperformance 签名als institutional accumulation Earnings Revision Trend: Are analysts rAIsing or lowering estimates? Institutional Ownership Changes: Smart money flows (13F filings) Short Interest: High short interest + strong fundamentals = potential squeeze catalyst E. Balance Sheet 质量 Debt-to-Equity Ratio: <0.5 preferred for growth companies Current Ratio: >1.5 indicates 健康y liquidity Cash Position: Adequate 运行way for growth investments Interest Coverage Ratio: Can the company comfortably 服务 debt? Phase 3: Financial 报告 Deep-Dive

For each stock that passes the quantitative screen, analyze the most recent financial 报告s:

Earnings 报告s (Last 4 Quarters) Revenue vs. Consensus: Beat/miss magnitude and consistency EPS vs. Consensus: Earnings 质量 (one-time items vs. organic) 图形界面dance: Did management rAIse, mAIntAIn, or lower forward 图形界面dance? Management Commentary: Key quotes about growth drivers, headwinds, strategy shifts Segment Breakdown: Which business units are driving growth? Any segments decelerating? Geographic Mix: Revenue concentration risks or international expansion opportunities Annual 报告 / 10-K Analysis Business 模型 Evolution: How is the company's revenue 模型 changing? R&D Spending Trends: Is the company investing enough to sustAIn growth? CAPItal Allocation: Buybacks, dividends, M&A strategy, capex plans Risk Factors: New risks highlighted that weren't in prior filings Customer Concentration: Over-reliance on any single customer or contract Competitive Positioning: Moats, switching costs, network effects, 扩展 advantages Cash Flow 状态ment Operating Cash Flow Trend: Positive and growing is essential for sustAIned growth CapEx as % of Revenue: CAPItal intensity tells you about scalability Free Cash Flow Conversion: FCF/Net Income ratio — higher is better q