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Fundamental Screening Value

Screen for value stocks using fundamental metrics: P/E, P/B, dividend yield, quality factors.

Complexity: Moderate | Duration: 15-30m | Category: Finance/Investment

Tags: fundamental-analysis value-investing screening p/e-ratio quality

Workflow Diagram​

Steps​

Step 1: Criteria Definition​

Agent: fundamental

analyst - Set value thresholds (P/E < 15, P/B < 2, etc.)

Step 2: Quality Filters​

Agent: fundamental

analyst - Add quality screens (ROE > 10%, debt/equity < 1)

Step 3: Universe Selection​

Agent: screener

specialist - Choose market cap range and sectors

Step 4: Data Collection​

Agent: data

analyst - Fetch financial statements and ratios

Step 5: Metric Calculation​

Agent: fundamental

analyst - Calculate custom metrics (EV/EBITDA, FCF yield)

Step 6: Screening​

Agent: screener

specialist - Filter stocks meeting all criteria

Step 7: Valuation Analysis​

Agent: fundamental

analyst - DCF or relative valuation for top candidates

Step 8: Trend Check​

Agent: technical

analyst - Ensure technical confirmation (uptrend or basing)

Step 9: Ranking​

Agent: fundamental

analyst - Create composite score and rank

Step 10: Report​

Agent: documentation

writer - Generate value screening report

Usage​

To execute this workflow:

/workflow finance/investment/fundamental-screening-value.workflow

See other workflows in this category for related automation patterns.