Finviz Screener Settings For Buy and Hold Plays

Have you wanted to look for stocks that are good long-term buy and hold plays? Here are Finviz stock screener settings that I’ve used to find stocks that have exploded 20% and higher in just 4 weeks. If you have not already set up a free Finviz account through me, click here to do that now.

Finviz Screener Settings

First we want to set Market Cap at greater than $50 million. Next, we only want to see stocks that are above the 20 day moving average. We want to see a Beta over 1.5. Want want EPS growth over the next 5 years over 30%. Return on EquityReturn on Equity (ROE) is a financial metric that stands as a beacon illuminating a company's performance and efficiency. It transcends the realm of numbers, offering a profound gl... More is set to over 15%. Finally, we want the Current RatioIn the complex world of finance, where numbers and ratios hold the key to understanding a company's financial health, the current ratio emerges as a vital metric. This ratio, often... More over 1.5.

Entering the Finviz stock screener settings above, your screen should look like this:

Keep in mind that with all screeners, not all the stocks that you see will be good buys. Think of a stock screener as more as a filter to narrow down the universe of stocks into a more manageable list that you can apply your own research to.

Let’s think about how powerful this stock screener is for finding long-term buy and hold stocks and what we’re actually doing.

Finviz Stock Screener Settings

Market Cap Over $50 Million

Market cap, short for market capitalization, is a measure of the total value of a publicly traded company. It is calculated by multiplying the current market price of the company’s shares by the total number of outstanding shares. Market cap provides an estimate of a company’s worth in the eyes of the stock market and is often used to compare companies within the same industry or sector. It is an important metric used by investors to evaluate the size and potential of a company. By setting a market cap of over $50 million, it lets us filter out volatile penny stocks.

20 Day Simple Move Average

A 20-day moving average is a technical analysis tool used to smooth out price data over a 20-day period to identify trends and patterns. It calculates the average price of a security or asset over the past 20 trading days, including weekends and holidays. Each day, the oldest data point is dropped, and the most recent day’s data is added to calculate the new average. The moving average is often represented as a line on a price chart, providing insights into the direction of the market and potential support or resistance levels. By screening for stocks above their 20 day moving average, we are able to find stocks that are making higher highs and higher lows usually within an uptrend channelUptrend and downtrend channel patterns are technical analysis tools used to identify potential future price movements. They are formed by two parallel lines on a chart and can be u... More.

Beta Over 1.5

In technical analysis, beta is a measure of the volatility or systematic risk of a security or portfolio in relation to the overall market. It quantifies the movement of the security’s price in correlation to the movement of a benchmark index, such as the S&P 500. A beta of 1 indicates that the security tends to move with the market, while a beta greater than 1 suggests that it is more volatile than the market. On the other hand, a beta less than 1 indicates that the security is less volatile than the market. By setting a beta of 1.5 or higher, it implies that the stock is 50% more volatile than the broader market. That means higher than average risk (average risk being 1) and the potential for greater upside.

EPS Growth Over 30%

EPS growth refers to the increase in earnings per shareEarnings per share (EPS) is a fundamental financial metric that provides valuable insights into a company's profitability. This widely used indicator helps investors and analysts g... More (EPS) of a company over a specific period of time. It is a key financial metric used by investors and analysts to assess a company’s profitability and future prospects. EPS growth is typically expressed as a percentage, representing the rate at which a company’s earnings per share have grown year over year. A higher EPS growth is generally considered favorable, indicating that a company is generating more profits and potentially creating value for its shareholders.

Return On Equity Over 15%

Return on equity (ROE) is a financial metric that measures the profitability of a company by evaluating its ability to generate profits from the shareholders’ equity investment. It is calculated by dividing the net income of a company by its average shareholders’ equity. ROE is often expressed as a percentage and indicates how efficiently a company is using the investment made by shareholders to generate profits. A higher ROE generally signifies better financial performance and management efficiency.

Current Ratio Over 1.5

The current ratio is a financial metric that measures a company’s ability to cover its short-term liabilities with its short-term assets. It is calculated by dividing a company’s current assets by its current liabilities. The current assets typically include cash, accounts receivable, inventory, and other assets that are expected to be converted into cash within one year. Current liabilities typically include accounts payable, accrued expenses, and other liabilities that are due within one year. A higher current ratio indicates a better ability to pay off short-term obligations on time, while a lower current ratio suggests a potential liquidity risk. Generally, a current ratio of 1.5:1 (or 1.5) is considered favorable, as it indicates that a company has nearly twice (2) as many current assets as current liabilities. However, the ideal current ratio may vary depending on the industry and specific circumstances.

Explosive Stocks

I have used this Finviz screener to find explosive long-term buy and hold stocks. Best of all, Finviz offers the screener above free if you sign up for a free account (no CC required). Sign up for a free account at Finviz through me and then let me know if you want to see more of the Finviz screens I use to find explosive stock picks for the GuerillaStockTrading Portfolio.