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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: MarketXLS

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Ankur Mohan MarketXLS
Welcome! I'm Ankur, the founder/CEO of MarketXLS. With over six years of experience, I've helped 2500+ customers implement personalized investment research strategies and monitoring systems in Excel.
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