Home MarketXLS
Dashboard MarketXLS
Screener MarketXLS
Options Profit Calculator MarketXLS
Stock Ranks MarketXLS
Spreadsheet Builder MarketXLS
Documentation MarketXLS
Logout MarketXLS

Oberweis Octagon Screen

Investors seeking to invest in small and Mid sized companies can use this template to screen the stocks based on Oberweis Octagon screen which includes criteria of value, growth and momentum. The name octagon comes as there are eight factors assessed for the stocks. These are: Rapid annual growth in revenue, in pretax income. Favourable recent quartery trends. Low PE ratio. Low P/S ratio, Strong price strength relative to market. The qualitative aspect incorporates products and services offered by the companywith strong future growth potential and review of company's financial statements, footnotes to identify future problems.
Oberweis Octagon Screen - MarketXLS

Created by: Nikita

Interested in building, analyzing and managing Portfolios in Excel?
Download our Free Portfolio Template
I agree to the MarketXLS Terms and Conditions
Call: 1-877-778-8358
Ankur Mohan MarketXLS
Welcome! I'm Ankur, the founder and CEO of MarketXLS. With more than ten years of experience, I have assisted over 2,500 customers in developing personalized investment research strategies and monitoring systems using Excel.

I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.
Implement “your own” investment strategies in Excel with thousands of MarketXLS functions and templates.

MarketXLS is a complete Excel stock solution

Kevin Hsu

StockKevin.com

I have used lots of stock and option information services. This is the only one which gives me what I need inside Excel

Lloyd Lenase

Option Day Trader

MarketXLS is a data junkie’s dream. It gives me the flexibility to mine for hidden treasures.

Dave

Swing trader since 2011

I like to access historical closing prices on a particular date. That makes tracking performance easy.

Patrick Cusatis, Ph.D., CFA

Associate Professor of Finance - Penn State University