Introduction

In the world of investing, data is everywhere — but insights are rare.
That’s where Screener.in stands out — a powerful, free platform used by Indian investors for fundamental stock analysis, screening, and building conviction through numbers.

Whether you’re a beginner learning to read balance sheets or an experienced investor building a stock portfolio, Screener.in can help you analyze, compare, and filter companies in minutes.

This guide explains how to use Screener.in effectively, with practical examples, screens, and expert tips to help you go from a casual user to a smart, data-driven investor.

1. Getting Started with Screener.in

Step 1: Create a Free Account

• Visit www.screener.in

• Click “Login/Register” and sign up with Google or email.

• Once logged in, you can save screens, customize ratios, and create watchlists.

Step 2: Understand the Interface

The homepage offers a search bar to find any Indian company by name or symbol.
You can access:

• Screens (filters)

• Saved watchlists

• Company reports

• Popular user-created screens

2. Exploring a Company Page

Let’s take HDFC Bank (NSE: HDFCBANK) as an example.

a. Snapshot Overview

You’ll see key metrics such as:

• Market Cap: ₹13.5 lakh crore

• P/E Ratio: 18.5

• Book Value: ₹600

• ROE: 16.8%

• Dividend Yield: 1.2%

This gives a quick picture of valuation, profitability, and returns.

b. Pros and Cons

Automatically generated insights like:
✅ “Company has maintained good ROE in the last 3 years.”
❌ “Promoter holding has decreased.”

These quick hints guide your early impressions before deeper research.

c. Financial Statements

Scroll down to view:

• Profit & Loss

• Balance Sheet

• Cash Flow

• Ratios

Example (HDFC Bank):
Revenue rose from ₹63,660 Cr (FY2015) to ₹218,138 Cr (FY2024) — a 15% CAGR, showing steady growth.

3. Creating and Using Custom Screens

A screen filters companies based on your chosen financial metrics.

Example: Finding High-Quality Companies

Return on capital employed > 15 
AND Debt to equity < 0.5 
AND Sales growth 5Years > 10

Pre-Built Screens

Try these from the “Screens” tab:

• High Growth Stocks

• Magic Formula (Joel Greenblatt)

• Low Debt Companies

• Piotroski Score 9

You can customize these further to suit your investing style.

4. Customizing Your Dashboard

Add Custom Ratios

Go to “Edit Ratios” → Add your own metrics.

Examples:

• Free Cash Flow: Operating cash flow - Capital expenditure

• Cash Conversion: (Operating cash flow / Net profit) * 100

• Debt Coverage: (Operating profit / Interest)

💡 Pro Tip: Save these custom metrics — they’ll appear on every company page automatically, giving you instant insights.

5. Using Watchlists and Alerts

• Add a company to a watchlist using the “+” icon.

• Screener will email you quarterly updates and new financial results.

💡 Example: Add “Infosys” and “TCS” to your “IT Watchlist” to get notified when their quarterly numbers are out.

6. Exporting and Comparing Companies

Export to Excel

Click “Export to Excel” → Get detailed data for valuation models (like DCF, CAGR projections, or margin trends).

Compare Companies

Click “Compare” on any company page and add peers.
Example: Compare Tata Motors vs M&M to evaluate profitability, growth, and leverage side-by-side.

7. Advanced Use Cases

Thematic or Sector Screens

Focus on specific investment themes.

EV and Battery Stocks:

Sales growth 3Years > 15 
AND Debt to equity < 0.5 
AND (CompanyName CONTAINS "Exide" OR CompanyName CONTAINS "Amara Raja")

Pharma Leaders:

Return on capital employed > 20 
AND Sales growth 5Years > 10 
AND Industry CONTAINS "Pharmaceuticals"

8. Practical Case Study: Hunting for a Multibagger

You’re looking for midcaps with high ROCE and strong growth.

Market Capitalization < 10000 
AND Return on capital employed > 20 
AND Price to earnings < 20 
AND Sales growth 5Years > 12

Next step? Study their balance sheets, management commentary, and growth catalysts.

9. Limitations of Screener.in

While extremely powerful, Screener has its boundaries:

• No live price data (for that, use TradingView or Chartink).

• 1–2 day data lag after exchange filings.

• Limited to fundamental analysis (no technical charts).

Still, for long-term investors, it’s one of the best free analytical tools available in India.

10. Pro Tips, Tricks & Expert Suggestions

1. Study Quarterly Results Early

Screener updates new results fast — be among the first to spot margin expansions or volume growth before analysts do.

2. Always Use “Consolidated” Financials

Large groups like Reliance or HDFC include subsidiaries only in consolidated data — always analyze that for the true picture.

3. Build Thematic Watchlists

Keep separate watchlists for:

• Compounders

• Turnarounds

• Dividend stocks

• Small-cap opportunities

It keeps your alerts and decisions organized.

4. Compare Peers Before Buying

Never view a company in isolation.
Example: If Cera trades at 30x P/E and Kajaria at 22x with similar margins, Kajaria may offer better value.

5. Use “Pros & Cons” as a Quick Red Flag Detector

If you see “High promoter pledge” or “Declining profit margins,” investigate deeper or move on.

6. Export Data for Deep Valuations

Advanced users can use the exported Excel file to:

• Run DCF models

• Estimate expected CAGR

• Track margin trends

💡 Trick: Automate data pulls using Excel macros to create your personalized valuation tracker.

7. Learn from Public Screens

Explore “Screens by Others” under the Explore tab.
This helps you discover how top investors think and screen for ideas like “Consistent Compounders” or “High Cash Flow Stocks.”

8. Use Mobile Version as a PWA

Though there’s no app, the mobile site is smooth.
Save it to your phone home screen for one-tap access on the go.

9. Integrate with Other Tools

Combine Screener with:

• Tickertape / Trendlyne – for valuation insights

• TradingView – for price trends

• ValueResearch / Morningstar – for mutual fund exposure
  This gives you a complete 360° view of any company.

10. Maintain an Investor Checklist

Before buying any stock, check:

1. ROCE > 15%

2. Debt/Equity < 0.5

3. 5Y Sales & Profit CAGR > 10%

4. Promoter Holding > 50% (unpledged)

5. Positive Free Cash Flow

6. Fair valuation (reasonable P/E or EV/EBITDA)

This makes Screener data actionable and ensures disciplined investing.

Conclusion

Screener.in isn’t just a website — it’s a decision-making engine for serious investors.
With its custom screens, financial clarity, and automation, it helps you move from guesswork to insight.

If you learn to use Screener thoughtfully — blending its data with business understanding — you’ll never chase random stock tips again.
Instead, you’ll build conviction through numbers.