screen_companies
Screen US public companies by financial metrics—profitability, growth, leverage—and filter by labor market and SBA lending signals.
Instructions
Find US public companies matching financial criteria. Combine filters: profitability (margins), growth rates, leverage ratios, index membership, SIC code, stock exchange (nyse/nasdaq, comma-separated for multiple), domicile (us/adr), and insider/institutional signals. Supports labor market filters: industry hiring trend, employment growth, wage growth, comp-to-market ratio, and HQ-county LAUS local unemployment (min/max local unemployment rate, local unemployment trend, min local labor force). Supports SBA 7(a) lending filters: local loan count (trailing 4Q in HQ county), local lending growth (YoY %), industry lending growth (NAICS national YoY %), and industry charge-off rate (%). Set include='lending_context' or include='labor_context,lending_context' to surface an SBA lending context summary on each row. Note: include='labor_context' and include='lending_context' require a Pro+ plan. Free/Starter callers receive a tier upgrade message instead of enriched results. Sort by any ratio: gross_margin, operating_margin, net_margin, return_on_equity, return_on_assets, debt_to_equity, current_ratio, interest_coverage, revenue_growth_yoy, net_income_growth_yoy, eps_growth_yoy. Margin/ratio/growth filters use integer percent (20 for 20%, not 0.20). Values 0<x<1 are rejected as ambiguous. Pass 0 for no minimum. Use search='' to filter by name substring or ticker prefix (case-insensitive; server trims/escapes/skips nulls; does not normalise 'BRK.B' vs 'BRK-B' and does not consult ticker aliases; omit search rather than passing an empty string, which the server treats as a no-op; any match lacking a qualifying annual CompanyRatio row is silently excluded by the screener inner-join). Filter by taxonomy='us-gaap' or 'ifrs-full' and/or by presentation currency via currency='' (case-insensitive, e.g. 'USD', 'EUR', 'JPY'); both are server-validated — unknown values return 400. Filter by Russell-index membership: in_index=True returns only companies in any tracked index (sp500, russell1000, or russell2000); in_index=False returns only unindexed companies. Note: combining in_index=False with a query that matches an indexed ticker (e.g. 'AAPL') returns no results because the ticker is filtered out.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sic | No | ||
| sort | No | ||
| tier | No | ||
| limit | No | ||
| order | No | ||
| search | No | ||
| include | No | ||
| currency | No | ||
| domicile | No | ||
| exchange | No | ||
| in_index | No | ||
| taxonomy | No | ||
| min_revenue | No | ||
| min_eps_growth | No | ||
| min_net_income | No | ||
| min_net_margin | No | ||
| max_gross_margin | No | ||
| min_gross_margin | No | ||
| min_current_ratio | No | ||
| has_insider_buying | No | ||
| max_debt_to_equity | No | ||
| min_revenue_growth | No | ||
| min_operating_margin | No | ||
| min_return_on_assets | No | ||
| min_return_on_equity | No | ||
| industry_hiring_trend | No | ||
| min_interest_coverage | No | ||
| min_local_labor_force | No | ||
| max_industry_quits_rate | No | ||
| min_industry_quits_rate | No | ||
| local_unemployment_trend | No | ||
| max_local_sba_loan_count | No | ||
| min_comp_to_market_ratio | No | ||
| min_industry_wage_growth | No | ||
| min_local_sba_loan_count | No | ||
| min_hq_county_wage_growth | No | ||
| has_institutional_increase | No | ||
| max_industry_openings_rate | No | ||
| min_industry_openings_rate | No | ||
| max_local_unemployment_rate | No | ||
| min_local_unemployment_rate | No | ||
| max_local_sba_lending_growth | No | ||
| min_local_sba_lending_growth | No | ||
| max_industry_employment_growth | No | ||
| min_industry_employment_growth | No | ||
| min_industry_sba_lending_growth | No | ||
| max_industry_sba_charge_off_rate | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |