CompanyGraph
A multi-factor screen is useful when every condition belongs to one investment question. More filters do not automatically mean more evidence.
How does CompanyGraph combine screening factors?
Every interpretation contains required observations joined by AND logic. Selecting multiple interpretations unions those required observations, so every one must fire. Other screener facets intersect with that result.
How should you start a multi-factor screen?
Write one primary question, such as “historical revenue growth with current cash backing at a bounded valuation.†Choose the interpretation that answers the central part, then add one condition only if it contributes a distinct test.
Cash Backing With Revenue And Income Streaks
Composite of net cash, cash-generation, operating margin, and ROE in elevated range, with revenue growth in each of the last three years and net income positive in each of the last three years
This panel covers two legs of the example: revenue growth and cash backing. The valuation bound is not part of it and has to be added as a separate facet, which is exactly the method this guide describes.
Why can related factors be redundant?
Two panels may reuse the same observation or different ratios from the same statements. That creates apparent confirmation without independent information. Read each panel's exact inputs, periods, mapping, and benchmark before combining it.
What does a zero-result screen mean?
It means no company in the currently evaluated universe satisfied every required observation and facet with available data. It does not prove that the desired business does not exist. Missing inputs, annual versus TTM periods, weekly schedules, industry benchmarks, and strict thresholds can remove candidates.
How do you diagnose an overconstrained screen?
Remove the last-added factor, inspect each interpretation separately, and identify duplicated or incompatible assumptions. Do not relax a threshold merely to force results; decide which condition is genuinely necessary to the search intent.
How should you review matches?
For each match, state what the observations directly establish and what remains qualitative. Verify filings, operating mechanics, contractual timing, accounting policy, and valuation. A match is a candidate, not a probability score or recommendation.
Is the embedded example a recommendation?
No. The panel above is a worked example of the mechanics, not a recommended story; this guide explains screener logic rather than one financial state. Use the specific live panels linked from topic guides after defining the question.