Top 4 Best Value Stock Screener Software Review 2022

The 3 Best Value Investing Stock Screeners To Help You Research The Best Value Stocks. Including Graham's Intrinsic Value, Fair Value & Margin Of Safety

The best value stock screener is Stock Rover because it has 650 screening metrics, including fair value, margin of safety, plus Graham and Greenblatt calculations. Portfolio 123 has 240 financial criteria, TC2000 has 90 fundamentals, and TradingView can globally scan for 48 financial metrics.

Benjamin Graham, Howard Marks, Jack Bogle, Joel Greenblatt, and Warren Buffett all have one thing in common?  They have stood the test of time as genuinely talented value investors.  They prove the point that long-term value investing is safer and more successful than day trading stocks.  All of them are millionaires and billionaires who have left a legacy, unlike any day traders.

As a certified Financial Technical Analyst who has been investing for 20 years,  I have what I believe to be four of the best value investing stock screeners available on the market today.

Best Value Stock Screener Software & Tools for Investors
Best Value Stock Screener Software & Tools for Investors

The Top 4 Best Value Stock Screeners Summary

Best Value Investing Stock Screeners Summary

Stock Rover is the best Ben Graham and Warren Buffet value stock screener, with fair value, margin of safety, dividend, and analyst Ratings. Portfolio 123 has 240 fundamental value criteria with inbuild backtesting. TradingView is good for international investors needing robust fundamental and technical stock screens. Finally, TC2000 has the best fundamental charting and scanning for US & Canadian Investors.

Value Stock Screener Comparison

Value Stock Screener Stock Rover Portfolio123 TC2000 TradingView
⚡ Financial Metrics 650 240 90 48
🏆 Fair Value
🎯 Margin of Safety
♲ Graham Number
🔍 Backtesting
🆓 Free Yes No Yes Yes
🎮 Free Trial 14-Day 21 Days $9 30-Day 30-Day
✂ Discount 25% No -25% -50% 
🌎 Region USA USA USA Global
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1. Stock Rover: Winner Best Value Investing Stock Screener

Stock Rover is the best value stock screener because it has over 650 financial metrics, Buffett’s margin of safety and fair value calculations, the Graham number, and Joel Greenblatt’s magic formulas.

Stock Rover provides first-class fundamental data for Graham and Buffett value investors, wrapped up in a 10-year financial database. Additionally, the portfolio management and stock research tools are outstanding.

Stock Rover Rating 4.9/5.0
⚡ Financial Metrics 650
🏆 Fair Value
🎯 Margin of Safety
♲ Graham Number
🔍 Backtesting
🆓 Free Yes
🎮 Free Trial 14-Day
✂ Discount 25%
🌎 Region USA

Pros

Liberated Stock Trader Review Winner
Stock Rover Simply The Best Stock Software For Value Investors

★ Huge Selection of Fundamental & Financial Scanning Criteria
★ Incredible Stock Scoring Systems Allow You To Find Perfect Matches For Your Portfolio
★ Unique 10 Year Historical Fundamentals Data
★ Warren Buffett & Ben Graham Screeners & Portfolios Fully Integrated
★ The Best Usability & Setup

Cons

✘ No Social Community

It is awe-inspiring that Stock Rover has stormed into the review winners section of our Stock Market Software Review on its first try.

I actively use Stock Rover every day to find the undiscovered gems that form the foundations of my long-term investments.

Stock Rover Key Features

⚡ Features Charts, News, Watchlists, Broker Integration
🏆 Exceptional Features Screening, Portfolio, 10-Year Data
🎯 Best for Growth, Dividend & Value Investors

Value Stock Screening with Stock Rover

The list of fundamentals you can scan & filter on is genuinely huge.  Any idea you have based on fundamentals will be covered with over 600 data points and scoring systems. Watchlists have fundamentals broken into Analyst Estimates, Valuation, Dividends, Margin, Profitability, Overall Score, and Stock Rover Ratings.  You can even set the watchlist and filters to refresh every single minute if you wish.

My 10 Reasons Why Stock Rover The Best Value, Income & Growth Screener

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The Best Benjamin Graham Stock Screener

Stock Rover includes a screener called the “Graham Enterprising Screener.” The Benjamin Graham Enterprising Screener focuses on intrinsic value based on a company’s earnings, dividends, assets, and financial strength. This screener uses the P/E ratio for the lowest 30% of the stock sector.

Stock Rover enables key criteria used by Benjamin Graham, such as the Price to Graham Number.

The Price to Graham Number ratio is a conservative valuation measure based on Benjamin Graham’s classic formula. The Graham Number is one of his tests for whether a company is undervalued and is computed as the square root of 22.5 times the tangible book value per share times the diluted continuing earnings per share. Any stock with a value of less than 1.0 is considered undervalued.


How to Beat the Stock Market With Stock Rover

LST Beat The Market Stocks Strategy

I love Stock Rover so much that I spent 2 years creating a growth stock investing strategy that has outperformed the S&P 500 by 102% over the last eight years. I used Stock Rover's excellent backtesting, screening, and historical database to achieve this.

This Liberated Stock Trader Beat the Market Strategy (LST BTM) is built exclusively for Stock Rover Premium Plus Subscribers.


The Warren Buffettt Buffettology Screener

Stock Rover allows you to calculate Intrinsic Value, a key Benjamin Graham and Warren Buffett criteria, in 5 different ways:

  • Fair Value – using a discounted cash flow analysis to determine the Intrinsic Value
  • Fair Value (Academic) – the Fair Value (Academic) of a company uses a discounted cash flow analysis that forecasts cash flows into perpetuity.
  • Intrinsic Value (Academic) – the intrinsic value of a company is determined by adding the Net Present Value of Cashflows and the Terminal Value (Academic)
  • Intrinsic Value EV to Sales – the company’s intrinsic value is determined by comparing its EV / Sales ratio vs. industry norms.
  • Intrinsic Value Exit Multiple – the intrinsic value of a company is determined by adding the Net Present Value of Cashflows and the Terminal Value Exit Multiple

Stock Rover has over 150 pre-built screeners; you will need the Premium Plus service to unlock the Warren Buffett & Benjamin Graham metrics.

Stock Rover Warren Buffett Screener
Stock Rover Warren Buffett Screener – This screener is based on criteria described in the bestselling Buffettology book. The company should have a 10-year track record of generally increasing EPS with no negative earnings years; long-term debt, not more than five times annual earnings; average ROE over the past ten years at least 15%, average ROIC over the last ten years at least 12%, and earnings yield should be higher than the long term Treasury yield.

[Related Article: 4 Easy Steps To Build Your Own Warren Buffett Screener With Stock Rover]

The Best Fair Value Screener

Stock Rover is an excellent Fair Value Screener, as it allows you to automatically calculate the Intrinsic Value in 5 different ways. Add to this the three Fair Value calculations, and you will have everything you need to scan the market for deep value stocks. Finally, Stock Rover includes the Price to Lynch Fair Value Calculation based on the famed investor’s valuation formula.

Stock Rover - Fair Value & Margin of Safety Indicators
Stock Rover – Fair Value & Margin of Safety Indicators

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Detailed Dividend & Income Analysis

Another reason why I like Stock Rover so much is the detailed dividend and income analysis provided. As all smart value investors know, you need to accrue your dividends to have a chance at excellent market-beating returns. Stock Rover provides intelligent analysis to enable you to do just that.

Stock Ratings & Dividend Analysis
Stock Ratings & Dividend Analysis

Stock Rover Ratings Engine

The team over at Stock Rover has implemented some great functionality; I particularly like the roll-up view for all the scores and ratings.  I have imported the Warren Buffett portfolio, including his top 25 holdings.  I have also selected the “Stock Rover Ratings” tab.  This “Stock Rover Ratings” tab rolls up all analyses into a simple-to-view ranking system, saving a tremendous amount of time and effort while providing a wealth of insight.

The Best Value Stock Screener - Stock Rover
Stock Rover – Simply The Best Stock Screener – The Warren Buffett Scan

Stock Rover Broker Integration

With Stock Rover, you get broker integration with practically every major broker, including our review-winning brokers, Firstrade, and Interactive Brokers.  Stock Rover will take care of profit & loss reporting on your portfolio and provides portfolio rebalancing recommendations.  Including income (dividend) reporting and scoring, it is a unique package.

Stock Rover is not for day traders; it is for longer-term investors that want to maximize their portfolio income and take advantage of compounding and margin of safety to manage a safe and secure portfolio.

Stock Rover Pricing

You can have Stock Rover for free; however, the real power of Stock Rover is unleashed with the Premium Plus service.  Moreover, their top tier of service is not even expensive compared to the competition.

Stock Rover pricing starts at $0 for the Free plan, Essentials costs $7.99, Premium $17.99, and Premium Plus costs $27.99 per month. Opting for a yearly subscription reduces the costs by 16%, and a 2-year subscription reduces the price by 26%, representing a significant saving.

For the full value investing stock screening, you need the Premium Plus Service (Recommended) – $27.99 US/mo – 10 years of historical screening, an unlimited margin of safety and fair value scoring, limitless stock warnings, and stock ratings + analyst ratings scoring.

Stock Rover Review Summary

Stock Rover wins our value stock screener review by providing the best software for value and income investors. A 10-year financials & fundamentals historical library plus incredible scanners, including Warren Buffett & Ben Graham’s favorite criteria. Fair Value, Margin of Safety, and so much more.

If you are a long-term investor, this is the software for you.

Try Stock Rover Read The Stock Rover Review

 


2. Portfolio 123: Best Value Investing Screener & Backtesting

Portfolio 123 has 240 financial metrics and ratios for value investors and includes powerful backtesting capabilities so that you can test your investing methodology.

Portfolio 123 Rating 4.4/5.0
⚡ Financial Metrics 240
🏆 Fair Value
🎯 Margin of Safety
♲ Graham Number
🔍 Backtesting
🆓 Free No
🎮 Free Trial 21 Days $9
✂ Discount No
🌎 Region USA
Portfolio 123: Recommended for Best Value Investing Stock Screener
Portfolio 123: Recommended for Best Value Investing Stock Screener

Pros

  • 470+ Screening Metrics
  • 10-Year Backtesting Engine
  • Unique 10 Year Historical Data
  • Pre-built Model Screeners
  • 260 Financial Ratios
  • Integrated $0 Trading

Cons

  • No Integrated News
  • No App for Android or iPhone
  • Initially Complex To Use
  • Missing Fair Value & Margin of Safety Metrics
  • Technical Analysis Charting Needs Improving

Portfolio123 Key Features

⚡ Features Screening, Research, Charts
🏆 Exceptional Features Trading, Backtesting
🎯 Best for Experienced Investors

Value Screening with Portfolio 123

The Portfolio123 screener allows you to filter 10,000+ stocks and 44,000 ETFs to help you find the investments or trades that match your exact criteria. Portfolio123 also has ranked screening which enables you to rank the stocks that best match your criteria, filtering a list from hundreds of stocks to a handful. You can also define your custom universes, setting the macro criteria for which stocks are included in the sample.

Most ideas you have based on fundamentals will be covered with over 225 data points. Portfolio123 has 460 criteria, including analyst revisions and estimates, and technical data.

You can also use Portfolio123 to screen stocks on their performance relative to the S&P500 or any other benchmark. You could develop a strategy to select stocks based on their historical performance versus the market.

The number of factors available for screening is impressive. Not only can you screen based on reliable information from a company’s financial reports, but you can access technical factors, create your factors using period and announcement dates, eliminate stocks with high bid-ask spreads, limit your screen to stocks in a certain industry or sector, rank factors against other stocks in an industry or sector, and change your factor balance depending on economic conditions.

Here is a very complex screening strategy I developed using Portfolio123; as you can see, it is extremely powerful and flexible, with almost limitless rules and conditions.

Portfolio123 Review: Incredibly Powerful Screening
Portfolio123 Review: Incredibly Powerful Screening
Try Portfolio123 Read the Portfolio 123 Review

 


3. TC2000: Market Scanning for Value Investors

TC2000 offers 90 financial screening criteria for traders trading short-term value plays. Insider ownership, open interest, float, assets, margins, and dividend criteria are all covered.

TC2000 Rating 4.1/5.0
⚡ Financial Metrics 90
🏆 Fair Value
🎯 Margin of Safety
♲ Graham Number
🔍 Backtesting
🆓 Free Yes
🎮 Free Trial 30-Day
✂ Discount -25%
🌎 Region USA

Pros

Liberated Stock Trader Review Recommended★ Great Workflow & Fundamentals Integration
★ 90 Fundamental Screening Criteria
★ Can Create Custom Indicators
★ Ability to Trade from Charts with TC2000 Brokerage Account

Cons

✘ No News Service
✘ No Margin of Safety or Fair Value
✘ No Social Trading

TC2000 Key Features

⚡ Features Charts, Custom Indicators, Screening
🏆 Unique Features TC2000 Brokerage, EasyScan
🎯 Best for Stock & Options Traders

Make no mistake about it; if you want fundamentals screened in real-time layered with technical screens integrated into live watch lists connected to your charts, Telechart is a power player.

I selected TC2000 as my tool of choice back in 2000 because it offered the best implementation of fundamental scanning, filtering, and sorting available on the market.  Seventeen years later, they are still a leader in this section.

They offer a good selection of fundamentals to choose from, but what makes it unique is the fact you can, with a few clicks, create your indicators based on the fundamentals.  You can then overlay the indicators directly on the charts, which opens up a whole new world and technical and fundamental analysis.

Screening For High Yield Dividend Stocks

Using TC2000, you can quickly scan for and sort stocks based on dividend yield.  Here I built a real-time screener sorted by dividend yield, for companies valued and over $1 billion in enterprise value and with a book value per share close to or higher than the stock price.  As you can imagine, this is valuable information.

Value Investing Screener With TC2000
Value Investing Screener With TC2000

Plotting Value & Fundamentals On A Chart

TC2000 does an outstanding job of enabling you to plot fundamentals like the P/E Ratio and EPS on the stock chart.  This can be valuable to the investor.

Plotting Earning Per Share Gowth on a Chart With TC2000
Plotting Earning Per Share Growth on a Chart With TC2000

The only downside here is that it is only available for those who trade the US and Canadian Stock Markets.

Try TC2000


4. TradingView: Best Free Value Stock Screener

TradingView provides 48 different financial metrics with which value investors can scan the global stock markets. Criteria include ROA, Quick Ratio, Price to Book, PE Ratio, and Price to Free Cash Flow.

TradingView Rating 4.0/5.0
⚡ Financial Metrics 48
🏆 Fair Value
🎯 Margin of Safety
♲ Graham Number
🔍 Backtesting
🆓 Free Yes
🎮 Free Trial 30-Day
✂ Discount -50% 
🌎 Region Global

Pros

Liberated Stock Trader Review Recommended

★ 48 Fundamental & Financial Scanning Criteria
★ Best Screener for Global Stock Markets
★ Ability to Screen Stocks, Forex, Crypto & Commodities
★ Great Usability & Setup

Cons

✘ No Deep Historical Data
✘ No Fair Value & Margin of Safety

TradingView Key Features

⚡ Features Charts, News, Watchlists, Screening
🏆 Unique Features Trading, Backtesting, Community
🎯 Best for Stock, Fx & Crypto Traders
♲ Subscription Monthly, Yearly
💰 Price $0-$59/mo
🆓 Free Launch TradingView For Free

TradingView is a serial winner in our reviews.  Review Winner “Best Stock Charting Software,”Best Free Stock Charting Software,” and now a Winner for “Best Stock Screener.”

TradingView has a very slick system, and they have put a considerable amount of thought into how fundamentals integrate into the analytics system.

TradingView Stock Screener

Testing the TradingView stock screener shows it excels at screening for technical indicators, providing real-time scanning and filtering on 172 metrics, including 48 financial filters. TradingViews stock screener includes a useful scan for technical buy and sell ratings.

TradingView has vast amounts of economic data, such as Federal Funds Rates and World Economic Growth, thanks to a connection to the Federal Reserve database.

TradingView’s screening watchlists have fundamentals data separated into Performance, Valuation, Dividends, Margin, Income Statement, and Balance Sheet. TradingView stands out with its charting of economic indicators, for example, comparing the civilian unemployment rate versus the growth in company profits.

You can set the screening watchlist and filters to refresh every minute if you wish.

The TradingView stock screener comes complete with 160 fundamental and technical screening criteria; all the usual criteria are there, such as EPS, Quick Ratio, Pre-Tax Margin, and PE Ratio. But it also goes more in-depth with more esoteric criteria such as the number of employees, goodwill, and enterprise value.

TradingView Stock Screening - Simple and Effective
Screenshot: Review of the TradingView Stock Screener Comes With 150 Different Filters

Another great thing about the screener implementation is that it is very customizable; you can configure the columns and filters exactly how you like them. As you can see above, I have changed the overview screen to include the number of employees, P/E, and EPS TTM.

Economic Indicators & Filters

What makes TradingView stand out is the vast selection of economic indicators you can map and compare on a chart. For example, you can compare the Civilian Unemployment Rate versus the growth in Company Profits for the USA.  This is incredibly powerful.

Price – FREE & Premium

You can use TradingView right now, with no login, no installation, and no cost.  However, you will find that the Pro Version of TradingView unlocks even more power and abilities.  Again Starting at $9.95, this is very inexpensive.

Try TradingView Now For Free

Global Data Coverage for International Investors

We recommend TradingView for any international traders as the Market coverage is enormous, and if you want a very active trading community, this is the place.

TradingView Fundamental Stock Screening & Analysis

The TradingView Stock Screener comes complete with 150 fundamental and technical screening criteria; all the usual criteria are there: EPS, Quick Ratio, Pre-Tax Margin, and PE Ratio (forwards and trailing twelve months).  But it also goes deeps with more esoteric criteria such as the number of employees, Goodwill, and Enterprise Value.

Another great thing about the screener implementation is that it is very customizable; you can configure the column and filter exactly how you like it.  As you can see above, I have changed the overview screen to include the number of employees, P/E, and EPS TTM.

TradingView Summary

Extremely easy to use, low cost, and packed with Stock Screener Power, including economic data.  The right combination for active international day traders who value a social community.

Try TradingView Free Read the Full TradingView Review

 


Value Stock Screener Review Summary

Stock Rover is the best stock screener overall for growth & value investors with Fair Value, Margin of Safety, Dividend & Analyst Ratings. TradingView is best for international investors with a global screener for US & international investors, including excellent fundamental & technical stock screens. Finally, TC2000 has good fundamental charting and scanning for US & Canadian Investors.


Are You Looking For Stock Investing & Trading Software? Here Are My Favorites.

My favorite software for trading is TradingView because it does everything well. It has backtesting, great charts, stock screening, and an active community of over 3 million people sharing ideas, plus a free plan available globally.

My favorite software for investing is Stock Rover, as it specializes in deep fundamental financial screening, research, and portfolio management. It is the ideal platform for dividend, value, and growth investing.

My favorite software for stock market news is Benzinga Pro, with its super-fast real-time news engine, squawk box, and news impact ratings.

My favorite AI trading software is TrendSpider which enables automatic pattern recognition for Trendlines, Candlesticks, and Fibonacci levels. Trade Ideas uses AI to generate high probability daily trading signals for auto-trading.

My favorite stock-picking service is Motley Fool Stock Advisor, which has a proven track record of beating the market with excellent stock research reports.

Read the Full Top 10 Stock Market Software Testing & Review

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