Value Investing

Value Stock Screening Templates Topical Map

Complete topic cluster & semantic SEO content plan — 44 articles, 7 content groups  · 

This topical map builds a comprehensive authoritative site around creating, using, testing and automating value stock screening templates. Coverage spans fundamental theory, a library of ready-to-use templates, metric-by-metric explainers, tool comparisons, implementation tutorials (Excel/Sheets/Python), and backtesting/case studies so users can reliably find, validate and deploy value screens.

44 Total Articles
7 Content Groups
23 High Priority
~3 months Est. Timeline

This is a free topical map for Value Stock Screening Templates. A topical map is a complete topic cluster and semantic SEO strategy that shows every article a site needs to publish to achieve topical authority on a subject in Google. This map contains 44 article titles organised into 7 topic clusters, each with a pillar page and supporting cluster articles — prioritised by search impact and mapped to exact target queries.

How to use this topical map for Value Stock Screening Templates: Start with the pillar page, then publish the 23 high-priority cluster articles in writing order. Each of the 7 topic clusters covers a distinct angle of Value Stock Screening Templates — together they give Google complete hub-and-spoke coverage of the subject, which is the foundation of topical authority and sustained organic rankings.

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44 prioritized articles with target queries and writing sequence.

High Medium Low
1

Foundations of Value Stock Screening

Defines what value screening templates are, the investing logic behind them and the design principles for building effective, repeatable screens. This group sets the conceptual foundation so readers understand why templates work and how to avoid common pitfalls.

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Informational 📄 3,800 words 🔍 “value stock screening templates”

The Complete Guide to Value Stock Screening Templates

A comprehensive primer explaining what a value stock screening template is, the theoretical basis from value investing pioneers, and step-by-step guidance on designing robust templates (metric selection, thresholds, weighting, and filters). Readers will gain a repeatable framework to create defensible screens that match their risk profile and investment horizon.

Sections covered
Why use screening templates? Advantages and limits Principles of value investing that inform templates (Graham, Buffett, Greenblatt) Types of screens: absolute value, relative value, GARP, dividend value Core template components: universe, filters, valuation metrics, quality metrics, liquidity & size filters Thresholds vs. scoring: boolean screens vs weighted templates Common biases and pitfalls (survivorship, sector/industry effects, data issues) How to iterate and document templates for consistent decision-making
1
High Informational 📄 900 words

Why Value Screening Templates Beat Random Stock Picking

Explains the statistical and behavioral reasons templates outperform ad-hoc selection, with simple examples and citations. Useful for convincing beginners why disciplined screens matter.

🎯 “why use stock screening templates”
2
High Informational 📄 1,200 words

Design Principles: How to Choose Universe, Timeframes and Liquidity Limits

A practical guide on defining the investable universe, setting market-cap and liquidity minimums, and aligning time horizons so templates are realistic and implementable.

🎯 “stock screener universe selection”
3
Medium Informational 📄 1,000 words

Threshold Screens vs Weighted Scores: When to Use Each

Compares boolean pass/fail screens with scoring systems; shows pros/cons and examples of hybrid approaches for value templates.

🎯 “threshold vs weighted stock screener”
4
Medium Informational 📄 800 words

Checklist: Documenting and Versioning Your Screening Templates

Provides a checklist and best practices for documenting template logic, data sources, update cadence and backtest metadata to ensure reproducibility.

🎯 “document stock screening templates”
5
Medium Informational 📄 850 words

Top Mistakes New Investors Make When Building Value Screens

Identifies frequent errors—overfitting, ignoring industry norms, stale data—and how to avoid them with concrete fixes.

🎯 “value stock screener mistakes”
2

Ready-to-Use Template Library

A practical collection of downloadable, customizable screening templates (Excel & Google Sheets) tailored to common value strategies—deep value, dividend value, GARP, small-cap value, and hybrid screens—so users can apply them immediately.

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Informational 📄 3,200 words 🔍 “value stock screener templates excel”

Value Stock Screening Templates: 10 Ready-to-Use Excel & Google Sheets Templates

A curated library of ten production-ready templates with clear instructions, default thresholds, and notes for customization. Each template includes a rationale, suggested universe, and example output so readers can deploy screens quickly or adapt them to their needs.

Sections covered
How to import and update data in each template Deep Value Template (cheap P/E, low P/B, high FCF yield) Dividend Value Template (yield + dividend safety metrics) GARP (Growth at a Reasonable Price) Template Small-Cap Value Template with liquidity controls Momentum + Value hybrid template How to customize thresholds and save template variants
1
High Transactional 📄 1,400 words

Deep Value Excel Template (Graham-style Cheapness Screen)

A downloadable Excel template implementing classic Graham filters (P/E, P/B, current ratio, earnings stability) with step-by-step setup and sample output.

🎯 “deep value screen excel template”
2
High Transactional 📄 1,200 words

Dividend Value Template (Safe Yield + Payout Health)

Ready template focusing on dividend yield, payout ratio, FCF coverage and dividend growth—includes a 'dividend safety' score and ready-to-use filters.

🎯 “dividend stock screener template”
3
High Transactional 📄 1,300 words

GARP Template (Growth at a Reasonable Price)

Template combining moderate valuation multiples with earnings growth metrics and ROE, with instructions on tuning growth/valuation tradeoffs.

🎯 “GARP screener template”
4
Medium Transactional 📄 1,100 words

Small-Cap Value Template: Handling Illiquidity and Volatility

Template tuned for small-cap value stocks with liquidity filters, minimum float checks and volatility-adjusted sizing guidance.

🎯 “small cap value screener template”
5
Medium Transactional 📄 1,000 words

Momentum + Value Hybrid Template

A hybrid template that combines short-term momentum filters with classic value metrics to surface attractively priced but improving names.

🎯 “momentum value screener template”
6
Medium Informational 📄 900 words

Customizable Template Pack: How to Fork and Tune Each Sheet

Instructions and best practices for copying templates, editing formulas safely, and maintaining update workflows in Sheets/Excel.

🎯 “customize stock screener template”
3

Value Metrics and Ratios Explained

A deep, metric-by-metric reference for every valuation and quality indicator used in templates: definitions, how to calculate, industry norms, typical thresholds and common gotchas. Essential for building defensible templates.

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Informational 📄 5,400 words 🔍 “value investing metrics for screening”

Definitive Guide to Value Investing Metrics for Screening

An exhaustive reference covering valuation multiples (P/E, P/B, EV/EBIT), cash flow metrics (FCF yield), profitability and quality scores (ROE, Piotroski F-Score), leverage ratios and sector normalization. Readers will learn calculation methods, interpretation, industry adjustments and how to combine metrics in templates.

Sections covered
Valuation multiples: P/E, PEG, P/B and how to choose Enterprise multiples: EV/EBIT, EV/EBITDA and when to prefer them Cash flow metrics: FCF, FCF yield, EBITDA adjustments Quality & profitability: ROE, ROA, gross margin and consistency Piotroski F-Score and other composite quality scores Leverage & solvency: Debt/Equity, interest coverage Sector normalization and accounting differences Putting metrics together: example scoring matrix
1
High Informational 📄 1,600 words

How to Use P/E, P/B and PEG in Value Screens

Explains calculations, forward vs trailing, industry-adjusted thresholds, and examples of how to set P/E and P/B cutoffs in templates.

🎯 “use p/e p/b in stock screener”
2
High Informational 📄 1,400 words

EV/EBIT and EV/EBITDA: Better Valuation for Capital-Intensive Firms

When to prefer enterprise multiples, adjustments for leases and non-operating items, and example EV-based screen rules.

🎯 “ev ebit screener”
3
High Informational 📄 1,500 words

Free Cash Flow and FCF Yield: Screening for Cash-Backed Value

Defines FCF and FCF yield, shows common calculation variations, and provides threshold examples used in value templates.

🎯 “free cash flow yield screener”
4
Medium Informational 📄 1,200 words

Piotroski F-Score: Applying a Quality Filter to Cheap Stocks

Explains each Piotroski component, how to compute it efficiently, and how to integrate the F-Score into templates for small-cap value screens.

🎯 “piotroski f-score screener”
5
Medium Informational 📄 1,000 words

Leverage and Solvency Metrics: Debt Ratios That Matter for Value Investors

Covers debt-to-equity, net debt/EBITDA, interest coverage, and how leverage interacts with valuation risk in screens.

🎯 “debt ratios for stock screener”
6
Low Informational 📄 1,100 words

Normalizing Earnings and Adjustments for One-Time Items

Shows practical methods for smoothing earnings, removing one-offs and using normalized EPS in valuation templates.

🎯 “normalize earnings for valuation”
4

Screening Tools, Data Sources & Automation

Compares commercial and free screeners, APIs and data vendors, and explains automation options (alerts, scheduled runs, integrations). This group helps readers choose the right tech stack for their templates.

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Informational 📄 3,000 words 🔍 “best stock screeners for value investing”

Best Tools to Run Value Stock Screens: Screeners, APIs and Automation

A buyer's guide to the most useful screeners (Finviz, Screener.co, TradingView, Yahoo) and data providers (IEX Cloud, Alpha Vantage) and how to automate templates with Zapier, Google Scripts or Python. Readers learn tradeoffs of speed, accuracy, cost and ease-of-use for different workflows.

Sections covered
Comparison: free vs paid stock screeners Top web-based screeners for value investors (Finviz, Screener.co, TradingView) Data APIs and reliability (IEX Cloud, Alpha Vantage, Yahoo, Quandl) Automation: scheduling, alerts, email and Slack integration Scaling: from a single spreadsheet to a data pipeline Security, rate limits and data licensing considerations
1
High Informational 📄 1,600 words

Finviz vs Screener.co vs TradingView: Which Screener for Value?

Feature-by-feature comparison focused on value screening capabilities, historical data access, export options and cost, with recommendation scenarios.

🎯 “best screener for value investing”
2
High Informational 📄 1,400 words

APIs for Value Screens: IEX, Alpha Vantage, Yahoo and Paid Vendors

Explains which APIs provide financial statement and market data needed for value templates, sample endpoints and pricing considerations.

🎯 “api for stock screener data”
3
Medium Informational 📄 1,200 words

Automating Alerts: How to Run Screens on a Schedule and Get Notifications

Practical guides using Google Sheets triggers, Zapier, and simple Python scripts to run templates regularly and push alerts via email or Slack.

🎯 “automate stock screener alerts”
4
Medium Informational 📄 1,000 words

Data Quality and Licensing: What Value Investors Need to Know

Reviews common data pitfalls—restatements, differing accounting conventions, missing fields—and licensing implications for publishing or commercial use.

🎯 “stock data quality issues”
5
Low Informational 📄 900 words

Recommended Tech Stacks: From Hobbyist (Sheets) to Quant (Python + DB)

Prescriptive tech stack recommendations and starter templates for different skill levels and budgets.

🎯 “tech stack for stock screener”
5

Backtesting, Validation & Optimization

Covers methods to backtest screens, evaluate performance, avoid overfitting and optimize templates responsibly. This group ensures templates are tested and defensible before live use.

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Informational 📄 4,200 words 🔍 “backtest value stock screens”

Backtesting Value Screen Templates: Methods, Metrics and Pitfalls

A step-by-step guide to backtesting screening templates properly: sourcing historical fundamentals, handling survivorship bias, implementing transaction costs, and interpreting returns vs benchmark. It includes statistical tests and practical optimization strategies to prevent curve-fitting.

Sections covered
Data requirements: historical fundamentals and pricing Common biases (survivorship, look-ahead) and how to correct them Backtest mechanics: rebalancing frequency, position sizing, transaction costs Performance metrics: CAGR, Sharpe, max drawdown, turnover Walk-forward testing and cross-validation to avoid overfitting Optimization: sensible parameter search and penalty for complexity Interpreting results and turning backtest findings into live rules
1
High Informational 📄 2,200 words

How to Backtest a Value Screening Template in Python

A practical tutorial using pandas and Backtrader (or similar) to implement a backtest, including code snippets, data sourcing and an example report.

🎯 “backtest stock screener python”
2
High Informational 📄 1,200 words

Avoiding Survivorship and Look-Ahead Bias in Screens

Explains what these biases are, how they distort results and concrete steps to eliminate them during backtests.

🎯 “survivorship bias stock backtest”
3
Medium Informational 📄 1,000 words

Choosing Rebalancing Frequency and Accounting for Turnover

Discusses monthly vs quarterly vs yearly rebalancing tradeoffs and how turnover affects transaction costs and net returns.

🎯 “rebalancing frequency for stock screens”
4
Medium Informational 📄 1,100 words

Simple Optimization Frameworks Without Curve-Fitting

Presents parameter search strategies, regularization ideas and Occam's Razor principles to keep templates robust.

🎯 “optimize stock screener without overfitting”
5
Low Informational 📄 900 words

Interpreting Backtest Results: What Signals Are Statistically Significant?

Introduces hypothesis testing, p-values, and practical sample-size considerations for backtested screen results.

🎯 “statistical significance backtest results”
6

Implementation: Excel, Google Sheets & Python

Step-by-step tutorials that show readers how to implement screening templates in Excel, Google Sheets and Python so they can run and customize screens at scale.

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Informational 📄 3,600 words 🔍 “build stock screener excel google sheets python”

Build Value Stock Screens in Excel, Google Sheets & Python (Step-by-Step)

Detailed implementation guides with sample spreadsheets, formula-level explanations (VLOOKUP/INDEX-MATCH, QUERY, IMPORTXML) and Python scripts using yfinance/pandas. Readers will be able to reproduce templates, import data and automate updates in their preferred environment.

Sections covered
Spreadsheet mechanics: formulas, lookups and layout best practices Importing financial data into Excel and Sheets (manual and automated) Example: build a value screener in Google Sheets using IMPORTXML and APIs Python implementation: data ingestion, metrics computation, output CSV Scheduling and automation: triggers, cloud functions and Git Troubleshooting common data and formula issues
1
High Informational 📄 2,000 words

Excel Walkthrough: Building a Value Screener with Live Data

Step-by-step Excel guide with sample workbook, formulas for financial ratios, and methods to refresh with CSV/API exports.

🎯 “excel value stock screener”
2
High Informational 📄 1,500 words

Google Sheets Screener Using IMPORTXML and IEX/Alpha Vantage

Implement a live-updating Google Sheets screen combining IMPORTXML, custom scripts and API calls with a ready-to-copy sheet.

🎯 “google sheets stock screener template”
3
Medium Informational 📄 1,600 words

Python Starter Script: From Ticker List to Ranked Output

A compact Python example using yfinance/IEX, computing core metrics, scoring and producing ranked CSVs for further analysis.

🎯 “python stock screener script”
4
Medium Informational 📄 1,000 words

Automated Alerts and Notifications from Your Template

Shows how to wire templates to email/Slack alerts using Google Apps Script, Zapier, or a small cloud function.

🎯 “stock screener alerts”
5
Low Informational 📄 900 words

Performance Tips: Speeding Up Large Universe Screens

Practical optimizations—batch API calls, caching, incremental updates—to keep large screens responsive and cost-efficient.

🎯 “speed up stock screener”
7

Strategy-Specific Templates & Case Studies

Applies templates to real historical examples and well-known strategies (Magic Formula, Piotroski-based small-cap value, dividend opportunistic screens) so readers can see results and learn adaptation techniques.

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Informational 📄 4,000 words 🔍 “value investing screen case study”

Strategy Templates and Case Studies: Magic Formula, Piotroski Small-Cap, Dividend Value

Walks through multiple strategy templates with historical case studies showing how each screen behaved over time, the logic behind parameter choices and lessons learned. This pillar turns theory into demonstrated practice so readers can adopt or adapt real strategies.

Sections covered
Joel Greenblatt's Magic Formula: template and historical performance Piotroski F-Score applied to small-cap universes: case study Dividend value case study: yield plus safety over a decade Contrarian deep-value example: recovering cyclicals Hybrid case: momentum + value performance comparison Lessons: when to abandon a screen and how to evolve templates
1
High Informational 📄 2,000 words

Magic Formula Template and Backtest (Greenblatt Replication)

Recreates Greenblatt's Magic Formula as a template, offers a transparent backtest and explains deviations and customization points.

🎯 “magic formula screener template”
2
High Informational 📄 1,800 words

Applying Piotroski Filters to Small Caps: A Practical Case Study

Shows how adding F-Score filters to cheap small caps affects returns, turnover and drawdowns with data-backed charts and takeaways.

🎯 “piotroski small cap screener”
3
Medium Informational 📄 1,500 words

Dividend Value Case Study: Yield Plus Safety Over 10 Years

Evaluates a dividend safety + yield template historically, discussing income stability, capital returns and tax/transaction considerations.

🎯 “dividend screener case study”
4
Medium Informational 📄 1,400 words

Contrarian Deep-Value Example: Detecting Recovering Cyclicals

Profiles a contrarian template that targets cyclicals after earnings troughs, with an emphasis on signals that indicate structural recovery vs permanent decline.

🎯 “contrarian value screener example”
5
Low Informational 📄 900 words

When a Screen Stops Working: Signs and Next Steps

Guidance on metrics and monitoring to detect strategy decay, and concrete next steps (retest, simplify, retire) when a template underperforms.

🎯 “when stock screener fails”

Content Strategy for Value Stock Screening Templates

The recommended SEO content strategy for Value Stock Screening Templates is the hub-and-spoke topical map model: one comprehensive pillar page on Value Stock Screening Templates, supported by 37 cluster articles each targeting a specific sub-topic. This gives Google the complete hub-and-spoke coverage it needs to rank your site as a topical authority on Value Stock Screening Templates — and tells it exactly which article is the definitive resource.

44

Articles in plan

7

Content groups

23

High-priority articles

~3 months

Est. time to authority

What to Write About Value Stock Screening Templates: Complete Article Index

Every blog post idea and article title in this Value Stock Screening Templates topical map — 0+ articles covering every angle for complete topical authority. Use this as your Value Stock Screening Templates content plan: write in the order shown, starting with the pillar page.

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