Standard Quantitative Filters
Add a quantitative filter from the builder to pick a metric and define its constraint:
Market Data
Use market data filters to zero-in on companies that fit market capitalization constraints, or whose share price has moved over time. Enterprise Value statistics are also incorporated within Market Data.
Fundamental Data (Historicals and Forward Estimates)
Fundamental Data allows users to explore how historical fundamentals and Consensus estimates have evolved for a given metric. The system enables users to filter based on percentage change, CAGR'd trends, percentage revisions, or the absolute value of a given metric.
Ratios & Margins (Historicals and Forward Estimates)
Leverage and margin filters live here. We're frequently rolling out new coverage metrics that our users request. Feel free to email us at requests@portraitresearch.com if we're missing a filter that you care about!
Valuation Metrics
These filters allow users to search for valuation filters that fit their mental models for longs & shorts.
Pro Tip: Because Portrait Screens can run at intervals (weekly, monthly, quarterly), we recommend that users use "Relative" date ranges to ensure that incremental screening runs capture new information.