40+ Checks. One Score. Zero Manual Work.
Every stock on your watchlist goes through the same rigorous pipeline — growth, profitability, debt, valuation, shareholding and sector-specific logic — and comes out with a 0–100 score and plain-English verdict.
Growth Analysis
Measures whether the business is actually expanding — not just surviving.
Revenue YoY growth (1Y, 3Y, 5Y)
Compound annual growth across periods
PAT YoY growth (1Y, 3Y, 5Y)
Profit after tax trend over 1, 3 and 5 years
EPS trend
Earnings per share direction over recent quarters
QoQ revenue acceleration
Whether the most recent quarter shows improving momentum
5Y PAT CAGR (used for PEG)
Five-year compound PAT growth as the denominator in PEG ratio
YoY quarterly PAT
Latest quarter PAT vs same quarter last year
Profitability
Quality of earnings — not just top-line growth.
EBITDA margin + 3Y trend
Whether margins are expanding, stable or compressing
ROE (Return on Equity)
How efficiently the company uses shareholders capital
ROCE (Return on Capital Employed)
Returns generated on total capital including debt
OCF / PAT ratio
Cash conversion quality — operating cash flow relative to reported profit
OCF / EBITDA
Especially useful for lease-heavy or asset-intensive businesses
Net profit margin trend
Direction of margin over the past 3 years
Debt Health
How much leverage the business carries and whether it can service it.
D/E ratio (Debt-to-Equity)
Total borrowings divided by net worth
Interest Coverage ratio
EBIT / interest expense; flags if below 1.5x
Net Debt / EBITDA
How many years of operating profit needed to repay net debt
Free Cash Flow (positive / negative)
Operating cash flow minus capex
Long-term vs short-term borrowing trend
Whether short-term debt is rising (liquidity risk)
Cash & equivalents trend
1Y, 3Y, 5Y change in cash position
Valuation
Price paid relative to the quality and growth of the business.
PEG ratio (3Y PAT CAGR method)
P/E divided by 3-year compound PAT growth
P/E vs 5-year historical mean
Current P/E as a premium or discount to its own history
EV / EBITDA
Enterprise value relative to operating earnings
P/B ratio (Price-to-Book)
Market price vs book value — especially relevant for banks
Earnings yield
Inverse of P/E — useful for comparing against bond yields
Shareholding Intelligence
Tracks who is buying, selling and pledging — the smart money signal.
Promoter holding QoQ change
Whether promoters increased or reduced their stake last quarter
Promoter 6-quarter trend
Pattern of consistent buying or consistent selling
Pledge level + trend
Percentage of promoter shares pledged and direction of change
FII holding change (QoQ)
Foreign institutional investor buying or selling pressure
DII holding change (QoQ)
Domestic institutional buying or selling pressure
Simultaneous FII + DII exit detection
A red flag when both are selling at the same time
Red Flags — Auto-Detected
Eight specific risk patterns are detected and listed separately in your sheet. Each flag deducts points from the total score.
High promoter pledge
Pledge above 25% of promoter holding
Promoter consistently selling
Reduction in promoter stake for 3+ consecutive quarters
Earnings quality concern
Operating cash flow significantly below reported PAT
Interest coverage below 1.5x
Company may struggle to service debt from operations
Debt-to-equity above threshold
Excessive leverage relative to sector norms
Revenue declining for 3Y
Top-line shrinkage is a structural warning sign
PAT declining for 3Y
Sustained profit erosion regardless of revenue
FII and DII both exiting
Institutional consensus sell signal
Sector-Aware Scoring
A bank cannot be scored the same way as a software company. ExcelScreener applies sector-specific logic automatically based on the stock's industry classification.
- Banks & NBFCs: NPA ratio replaces OCF/PAT. Net Interest Margin and CASA ratio are used instead of EBITDA margin.
- Real Estate: Pre-sales coverage and net debt post-advances are weighted more heavily. Asset-light metrics apply.
- IT & Services: High OCF/PAT is expected and scored accordingly. D/E is less penalised.
- All other sectors: Standard scoring applies across growth, profitability, debt and valuation.
Customisable Scoring Weights
Pro users can adjust how much each factor contributes to the total score. Prioritise what matters most for your investment style.
Default weights shown. Pro users can adjust per scoring profile.
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