https://discussion.fool.com/mungoroerevgr-sos-35154196.aspx?sort…
Playing with MungoROERevGr SOS it seems like it might be missing peer group analysis.
What is your opinion of including these S&P GMI metrics developed for fidelity:(not sure all are needed)
Four Key Metrics
? Valuation - The valuation metric combines fundamental data to determine if a company is overvalued or undervalued in relation to its peers.
? Quality – The quality metric uses fundamental data to assess a company’s overall earnings quality in relation to its peers. This metric uses information across all financial statements of the firm.
? Growth Stability – Growth Stability is an assessment of how stable the growth of earnings and cash flow has been over time. Companies with greater growth stability in comparison to their peers are more highly rated by this measure.
? Financial Health – Financial Health uses fundamental data to view the company’s debt and interest obligations (among other factors) to its financial health in comparison to its peers
? Valuation - The valuation metric combines fundamental data to determine if a company is overvalued or undervalued in relation to its peers.
One example(sorry not backtested)
**Criteria: Fidelity Screener Criteria: range Count: (rounded)**
**Security Type Common Stock**
**Security Price Very high, high & medium**
**Return on Equity (TTM) Very high & high 1300**
**Revenue Growth (5 Yrs) Very high & high 370**
**S&P GMI Quality 61-100 190**
**S&P GMI Growth Stability 61-100 100**
**S&P GMI Financial Health 61-100 70**
**S&P GMI Valuation 61-100 60**
**Volume (90 Day Avg) Very high, high & medium 50**
**Company Headquarters Location United States of America 40**
**% Below 52 Week High Market Median & below 32**
GD_