Using the new Morningstar screener to make a boring screen
u/raytoei ·
Reddit — r/ValueInvesting
· April 15, 2026 at 03:38
· ⬆ 15 pts
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AI Summary
Summary
The post details the author's use of an updated Morningstar stock screener to apply a stringent, multi-factor screen focused on consistent growth and profitability.
The author's thesis is that screening for quality (consistent EPS, revenue, dividend, and net margin growth over multiple timeframes) first, and then looking for value, is a sound investment starting point.
Quality assessment: This is a systematic quantitative screen, not deep fundamental research (DD). It is a methodical filter to generate a watchlist, not an analysis of individual companies.
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Several months ago i received an email from morningstar that they have updated their screener. Morningstar screens are great if you don't want to think too much and just want to see which stocks are highly rated, or what is the fair value of a stock or what is the Price to Fair value ratio. However, I still missed their advanced screener where i could enter comparisons and use boolean operators to make queries that work like *"show me the stocks where the earnings are greater each year for the last five years"*.
Well this new fangled stock screener still can't do all those fancy stuff yet, but they have more financial metrics that one can choose and screen from.
Included below are (a) the Query, (b) the results and (c) a download version in google sheets in my usual morningstar landing page format.
*(Do note, i screen for quality first then i look for value. If there is none, then i would rather wait. )*
# The Query:
Show me the stocks where
(1) It is **Dominciled** in the USA and
(2) **EPS**
a. EPS grew by at least 7% in the trailing twelve months
b. EPS grew by at least 7% in the last Fiscal year
c. EPS grew by at least 7% CAGR in the last three Fiscal years
d. EPS grew by at least 7% CAGR in the last five Fiscal years
e. EPS grew by at least 7% CAGR in the last ten Fiscal years
(3) **Revenue**
a. Revenue grew by at least 5% in the last Fiscal year
b. Revenue grew by at least 5% CAGR in the last three Fiscal years
c. Revenue grew by at least 5% CAGR in the last five Fiscal years
(4) **Dividend**
a. Dividend grew by at least 1% in the last Fiscal year
b. Dividend grew by at least 1% CAGR in the last three Fiscal years
c. Dividend grew by at least 1% CAGR in the last five Fiscal years
d. Dividend grew by at least 1% CAGR in the last ten Fiscal years
(5) **Net Margin**
a. Net margin is at least 1% in the last quarter
b. Net margin is at least 1% in the last Fiscal year
c. Net margin is at least 1% average in the last three Fiscal years
d. Net margin is at least 1% average in the last five Fiscal years
e. Net margin is at least 1% average in the last ten Fiscal years
# The Results: 89 companies sorted by industry.
| Ticker | Industry | Company |
|---|---|---|
| WWD | Aerospace & Defense | Woodward Inc |
| HEI.A | Aerospace & Defense | Heico Corp Class A |
| CW | Aerospace & Defense | Curtiss-Wright Corp |
| HEI | Aerospace & Defense | Heico Corp |
| TJX | Apparel Retail | TJX Companies Inc |
| AMP | Asset Management | Ameriprise Financial Inc |
| BK | Banks - Diversified | Bank of New York Mellon Corp |
| NRIM | Banks - Regional | Northrim BanCorp Inc |
| WCCB | Banks - Regional | West Coast Community Bancorp |
| FMCB | Banks - Regional | Farmers & Merchants Bancorp |
| THVB | Banks - Regional | Thomasville Bancshares Inc |
| FRCB | Banks - Regional | First Republic Bank |
| CNND | Banks - Regional | Canandaigua National Corp |
| CHCO | Banks - Regional | City Holding Co |
| HOMB | Banks - Regional | Home BancShares Inc |
| RBCAA | Banks - Regional | Republic Bancorp Inc Class A |
| BANF | Banks - Regional | BancFirst Corp |
| FCCO | Banks - Regional | First Community Corp |
| SRCE | Banks - Regional | 1st Source Corp |
| CTUY | Banks - Regional | Century Next Financial Corp |
| LYBC | Banks - Regional | Lyons Bancorp Inc |
| UNTY | Banks - Regional | Unity Bancorp Inc |
| SYBT | Banks - Regional | Stock Yards Bancorp Inc |
| FULT | Banks - Regional | Fulton Financial Corp |
| FCAP | Banks - Regional | First Capital Inc |
| BFC | Banks - Regional | Bank First Corp |
| ENBP | Banks - Regional | ENB Financial Corp |
| CCFN | Banks - Regional | Muncy Columbia Financial Corp |
| WTFC | Banks - Regional | Wintrust Financial Corp |
| FBIZ | Banks - Regional | First Business Financial Services Inc |
| ORRF | Banks - Regional | Orrstown Financial Services Inc |
| PPBN | Banks - Regional | Pinnacle Bankshares Corp |
| TYCB | Banks - Regional | Calvin B. Taylor Bankshares Inc |
| USLM | Building Materials | United States Lime & Minerals Inc |
| IBKR | Capital Markets | Interactive Brokers Group Inc Class A |
| GS | Capital Markets | The Goldman Sachs Group Inc |
| MS | Capital Markets | Morgan Stanley |
| MSI | Communication Equipment | Motorola Solutions Inc |
| MA | Credit Services | Mastercard Inc Class A |
| AXP | Credit Services | American Express Co |
| COST | Discount Stores | Costco Wholesale Corp |
| LLY | Drug Manufacturers - General | Eli Lilly and Co |
| APH | Electronic Components | Amphenol Corp Class A |
| EME | Engineering & Construction | EMCOR Group Inc |
| FIX | Engineering & Construction | Comfort Systems USA Inc |
| PRIM | Engineering & Construction | Primoris Services Corp |
| AGX | Engineering & Construction | Argan Inc |
| CBOE | Financial Data & Stock Exchanges | Cboe Global Markets Inc |
| MCO | Financial Data & Stock Exchanges | Moodys Corp |
| SPGI | Financial Data & Stock Exchanges | S&P Global Inc |
| MSCI | Financial Data & Stock Exchanges | MSCI Inc |
| FDS | Financial Data & Stock Exchanges | FactSet Research Systems Inc |
| NDAQ | Financial Data & Stock Exchanges | Nasdaq Inc |
| ICE | Financial Data & Stock Exchanges | Intercontinental Exchange Inc |
| BR | Information Technology Services | Broadridge Financial Solutions Inc |
| JKHY | Information Technology Services | Jack Henry & Associates Inc |
| HIG | Insurance - Diversified | The Hartford Insurance Group Inc |
| PRI | Insurance - Life | Primerica Inc |
| TRV | Insurance - Property & Casualty | The Travelers Companies Inc |
| AIZ | Insurance - Property & Casualty | Assurant Inc |
| THG | Insurance - Property & Casualty | The Hanover Insurance Group Inc |
| SIGI | Insurance - Property & Casualty | Selective Insurance Group Inc |
| CNA | Insurance - Property & Casualty | CNA Financial Corp |
| PGR | Insurance - Property & Casualty | Progressive Corp |
| RGA | Insurance - Reinsurance | Reinsurance Group of America Inc |
| NHC | Medical Care Facilities | National Healthcare Corp |
| ENSG | Medical Care Facilities | Ensign Group Inc |
| SYK | Medical Devices | Stryker Corp |
| LMAT | Medical Instruments & Supplies | LeMaitre Vascular Inc |
| RSMDF | Medical Instruments & Supplies | ResMed Inc Chess Depository Interest |
| RMD | Medical Instruments & Supplies | ResMed Inc |
| AMNF | Packaged Foods | Armanino Foods of Distinction Inc |
| SON | Packaging & Containers | Sonoco Products Co |
| ROL | Personal Services | Rollins Inc |
| FSS | Pollution & Treatment Controls | Federal Signal Corp |
| NYT | Publishing | New York Times Co Class A |
| TRNO | REIT - Industrial | Terreno Realty Corp |
| SPG | REIT - Retail | Simon Property Group Inc |
| EQIX | REIT - Specialty | Equinix Inc |
| BMI | Scientific & Technical Instruments | Badger Meter Inc |
| KLAC | Semiconductor Equipment & Materials | KLA Corp |
| AVGO | Semiconductors | Broadcom Inc |
| NVDA | Semiconductors | NVIDIA Corp |
| ADP | Software - Application | Automatic Data Processing Inc |
| INTU | Software - Application | Intuit Inc |
| MSFT | Software - Infrastructure | Microsoft Corp |
| CTAS | Specialty Business Services | Cintas Corp |
| AME | Specialty Industrial Machinery | AMETEK Inc |
| XYL | Specialty Industrial Machinery | Xylem Inc |
# Download link:
[https://docs.google.com/spreadsheets/d/1buUhtmrtCqk7Eg7q07E1IFqbDTKPmenzq7k6T8cKnps/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1buUhtmrtCqk7Eg7q07E1IFqbDTKPmenzq7k6T8cKnps/edit?usp=sharing)
The included fields are:
Ticker
Industry
Name
Market Cap.
Revenue
EPS (Diluted).
EPS (Normalized)
Dividend Yield (5Y Avg).
Dividend Yield (Trailing)
Buyback Yield
Buyback Yield (5Y Avg).
Return on Assets (Normalized)
Return on Equity (Normalized)
Return on Invested Capital (Normalized)
Price/Earnings Price/Earnings (Normalized)
Price/Earnings (Forward)
Price/Earnings (5Y Avg)
Total Debt/Equity
Long-Term Debt
Short-Term Debt
Cash (Balance Sheet)
EBITDA
Shares Outstanding
Sustainable Growth Rate
Net Margin
Net Margin (1Y Avg)
Net Margin (3Y Avg)
Net Margin (5Y Avg)
Net Margin (10Y Avg)
Revenue Growth (1Y)
Revenue Growth (3Y)
Revenue Growth (5Y)
Net Income Growth (1Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Income Growth (10Y)
EPS Growth (TTM)
EPS Growth (1Y)
EPS Growth (3Y)
EPS Growth (5Y)
EPS Growth (10Y)
Dividend per Share Growth (1Y)
Dividend per Share Growth (3Y)
Dividend per Share Growth (5Y)
Dividend per Share Growth (10Y)
5-Star Price
Economic Moat
Fair Value
Morningstar Rating for Stocks
Price/Fair Value.
**Disclosure:** i own the following stocks mentioned here: CTAS, MSFT, ADP, ROL, SYK, MCO, COST. I also have TJX and HEI on my watchlist.