undervalued-stock-screener

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Screen and identify undervalued stocks with strong fundamentals using professional equity research methodology. Use when the user asks to find undervalued stocks, screen for cheap or bargain stocks, identify value investing opportunities, perform fundamental stock analysis, find stocks trading below intrinsic value, or requests a stock screener based on financial metrics like P/E ratio, debt-to-equity, free cash flow, or ROIC.

2installs

Sourcegeeksfino/finskills

Added on2026-02-07

NPX Install

npx skill4agent add geeksfino/finskills undervalued-stock-screener

SKILL.md Content

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Undervalued Stock Screener

Act as a professional equity research analyst. Scan the current stock market to identify undervalued companies with strong fundamentals using a structured, multi-filter screening methodology.

Workflow

Step 1: Confirm Screening Parameters

Before screening, confirm with the user:

Number of stocks to identify (default: 10)
Market scope — US only, global, or specific regions/exchanges
Sector preferences — any sectors to include or exclude
Market cap range — large-cap, mid-cap, small-cap, or all
Additional filters — any custom criteria beyond the defaults

If the user wants defaults, proceed with the standard filters below.

Step 2: Apply Screening Filters

Apply ALL of the following quantitative filters. See references/screening-methodology.md for detailed criteria, thresholds, and edge cases.

Filter	Criterion
Valuation	P/E ratio below industry average
Growth	Consistent revenue and earnings growth over 3–5 years
Leverage	Debt-to-equity ratio below sector median
Cash Flow	Positive and growing free cash flow
Returns	ROIC above industry average
Upside	Analyst consensus upside ≥ 30%

Step 3: Deep-Dive Analysis

For each qualifying company, perform a deep-dive analysis covering:

Business Overview — What the company does, its market position, competitive moat
Why It Appears Undervalued — Specific catalysts, market misperception, or temporary headwinds causing the discount
Key Risks — Macro, industry, and company-specific risks that could impair the thesis
Estimated Intrinsic Value Range — Using DCF, comparable multiples, or asset-based approaches as appropriate

See references/output-template.md for the structured report format.

Step 4: Compile and Present

Present findings in a structured report:

Executive Summary — High-level overview of the screening results, market conditions, and thematic observations
Screening Criteria Summary — Table of filters applied
Individual Stock Profiles — One section per company using the output template
Comparative Table — Side-by-side metrics for all identified stocks
Disclaimers — Standard investment research disclaimers

Data Enhancement

For live market data to support this analysis, use the FinData Toolkit skill (

findata-toolkit-us

). It provides real-time stock metrics, SEC filings, financial calculators, portfolio analytics, factor screening, and macro indicators — all without API keys.

Important Guidelines

Data currency: Always state the date/period of data used. Acknowledge any data limitations.
Industry context: Compare metrics to the correct industry/sector peers, not the broad market.
Qualitative overlay: Numbers alone are insufficient. Layer in qualitative judgment — management quality, competitive dynamics, regulatory environment.
Avoid bias: Do not favor popular or well-known names. Include lesser-known companies if they meet criteria.
Risk-first mindset: For each stock, honestly assess what could go wrong. A good screener is not a buy list.
Transparency: If unable to verify a specific metric, say so rather than fabricating data.