This video shows how clients can directly access our database of analytics from our 5,000+ company valuation models in a matter of seconds with just a few clicks. See how it all works in the video below.

As you will see, using the Dynamic Data screener is as simple as:

  1. Choose data points (e.g. ROIC > 10%, Overall Rating, market cap, etc.).
  2. Choose companies for which you want the data (e.g. tech sector, one of your portfolios, the S&P 500, etc.).
  3. View the results on the web page or in excel.

Data points offered include everything from our models including valuation and operational metrics along with adjustments such as off-balance sheet debt and hidden non-operating income/gains.

If you have any questions or feedback, or would like to learn more about our Institutional offerings, please contact us at

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