Oberweis Octagon Screen

Jim Oberweis built his octagon around eight tests for fast growing small companies, and the workbook assembles the data each of them needs: quarterly revenue and earnings per share for the growth rates, pre tax income tracked historically for the quality of that growth, trailing price to earnings to keep the price in proportion, and market capitalization for the size limit.

Sector and industry labels sit alongside so the list can be checked for concentration. Growth this fast rarely persists, which is why the screen is meant to be re-run often rather than held.