Screening for FTSE 100 companies on Bloomberg
11/12/2025
So you’re researching an index and need some data on its constituent companies? Bloomberg’s Equity Screening tool makes light work of this, not just for the FTSE, but for indices, exchanges and sectors worldwide.
Type EQS into the Bloomberg search and either hit Enter or select ‘Equity Screening’ from the Functions menu. The EQS tool displays the options you can employ to screen companies within Bloomberg.
From here, to find your index, select the ‘Indices’ option from the Screening Criteria and either browse your way to or search for the index you require within it. As you do this, you will see your choices reflected in the ‘Selected Screening Criteria’ panel at the bottom of the screen.
To view the company list, click ‘See Results’ at the bottom right of your screen. Companies that fit your criteria are displayed ranked by Market Cap with a pre-defined set of financial data in columns to the right. To rank by any other variable, click on the appropriate column header.
If you would like to add data columns to your report, click on ‘Actions’ > ”Edit Custom Universe’ to return to the Screening criteria page. Here you can add any piece of financial data. Here we are adding the WACC, the weighted average cost of capital. By searching for it and selecting the option ‘No condition, display only’ below and clicking on Enter, a new data column will be added to your report to display the additional data.
If however, you would like to filter your company list by a piece of financial data, e.g. a price earnings ratio greater than 15, here you would select ‘> Greater than’ and enter a figure before clicking on Enter.
You will see your changes reflected in the Selected Screening Criteria panel before you view your results.
From the report screen, to transfer data to Excel, click ‘Export’ on the red menu bar and select ‘Excel’ > ‘All Securities’. Make sure you have installed the Bloomberg Office Add In before you do this. See our previous post on this for details.
USEFUL TO KNOW:
You can also use EQS to pull historical constituent lists for indices etc. At the top right of the search screen you will see the words ‘As Of’ and an orange box with today’s date. Bloomberg can screen companies back to December 1992. Enter your date here and click enter to view results.
Any questions on this or any other aspect of Bloomberg, please do not hesitate to contact us.
Feature image from Pixabay. Available at: https://pixabay.com/photos/architecture-building-business-city-1868667/
Categories & Tags:
Leave a comment on this post:
You might also like…
Introducing… Scopus
Scopus is one of the largest and most trusted academic databases, indexing millions of peer‑reviewed articles, conference papers, books, and preprints across every major discipline. Scopus contains more than 100 million records and over 30,000 ...
Do you know what makes a Technical Report special?
Writing a technical report is a little different to writing a lab report or an essay for your tutors, requiring a different approach, communication skills and format. What are technical reports? Technical reports are formal, ...
Norman C. T. Liu scholarships providing the next generation of opportunities to succeed in Air Transport Management
Cranfield University is proud to work with global industry leaders who believe in investing in the next generation of aviation professionals. One of those leaders, Norman C. T. Liu, has personally committed to supporting ...
Designing the future of space: My group design project experience at Cranfield
For three years, I worked at Tata Consultancy Services (TCS) in India. While my time in the IT sector provided me with a strong analytical foundation, my true passion had always been anchored in ...
How do I reference lecture notes… in the NLM style?
If your course material contains original content that you want to use in your work, it will need to be referenced as follows: What information do you need in the reference? Author – surname initials e.g. ...
From Nigeria to Cranfield: My journey into Future Food Sustainability
My name is Jolaosho Eniola, and I’m studying the MSc in Future Food Sustainability. I’m originally from Nigeria, and I’m passionate about food systems, food sustainability, food supply chain and creating solutions that improve ...