Write the selection question, read the exact rule and inspect both matching and excluded cases before saving the screen.
Write a selection question
Choose a company-size question independently from a share-price question. The screen’s cap conventions put mid-caps from $2 billion to under $10 billion and small-caps from $300 million to under $2 billion. A low share price does not identify a small company.
Read field units and lookback periods
marketCap uses dollar units and accepts scale suffixes such as B for billion. A hypothetical 2 billion shares at $5 gives $10 billion market capitalization. A company with 10 million shares at $100 gives $1 billion. Funds’ assets under management are a different measure.
Compare another question before combining rules
Select the capitalization range, then add a share-price condition only if it answers another requirement. AND intersects the two; OR includes either group. Review inclusive lower bounds and exclusive upper bounds so boundary companies enter one named range.
securityType = "Stock" and exchange in ("NYSE", "NASDAQ") and not (name contains "Preferred") and not (name contains " Notes") and not (name contains "Debentures") and not (name contains "Warrant") and not (name contains " Right") and not (name contains "Depositary Shares representing") and not (name contains "Acquisition Corp") and (marketCap >= 300M and marketCap < 2B)Inspect a match and a boundary exclusion
Inspect the company identity, common-share basis, liquidity and corporate actions. A split changes quoted price and share count without mechanically changing company value. A size label is a research convention rather than evidence of valuation or trading capacity.
Change one condition at a time and compare a row just inside the threshold with one just outside it. A zero-match result means the selected population did not meet the whole rule for that session; it is not a reason to silently change the question.
Save a reproducible research definition
Save the expression through the editor’s Library workflow. Record the selected session, population and sort so a later run can be compared meaningfully. A saved scan preserves rules, while a watchlist preserves symbols; their results can change independently.
Continue with
Read our data and methodology notes for calculation context. This guide explains research tools and observations. It does not recommend a trade or investment.