Tutorial 2 of 152. Valuation Filters5 min read

P/E Ratio Filter: How to Use Price-to-Earnings When Screening Stocks

What the P/E ratio measures, what ranges are reasonable for wheel strategy stocks, and how to combine it with other filters.

What is the P/E ratio?

The Price-to-Earnings (P/E) ratio compares a company's share price to its annual earnings per share:

P/E = Share price ÷ Earnings per share (EPS)

A P/E of 20 means investors are paying $20 for every $1 of annual profit. A higher P/E usually signals higher growth expectations; a lower P/E can mean the stock is cheap — or that the business is struggling.

Why wheel traders care

When you sell a cash-secured put, you may be obligated to buy the stock. If the P/E is 80 and the stock drops 30% on an earnings miss, you own an expensive stock that just got more expensive relative to earnings.

A more modest P/E (say, 10–25) suggests the stock is already reasonably priced — making assignment less painful and recovery more likely.

Recommended starting ranges

ScenarioP/E rangeNotes
Deep value< 12Often distressed; verify fundamentals carefully
Fair value12–25Sweet spot for wheel strategy stocks
Growth premium25–40Fine if earnings are growing fast (see 5Y EPS %)
Speculative> 40High assignment risk; use only with tight strikes

These are starting points. Always check the P/E relative to the company's own history and its sector average.

Using the P/E filter in the screener

Set a maximum P/E to exclude stocks priced for perfection:

  1. Open the Stock Screener.
  2. In the filters panel, find P/E under Valuation.
  3. Drag the max slider to 30.
  4. Combine with a minimum Gross Margin of 20% to avoid cheap-but-declining businesses.

What a P/E doesn't tell you

  • Negative earnings: If a company loses money, P/E is undefined (or negative). Use P/S or P/FCF instead.
  • Cyclical companies: Energy and mining companies have very low P/Es at the top of the cycle and very high P/Es at the bottom — the opposite of what you'd want.
  • Sector differences: Tech companies average 25–35; utilities average 14–18. Compare within sectors, not across them.

Common mistakes

1. Filtering P/E < 10 and calling it "cheap." Often these are value traps — companies with flat or declining earnings that deserve a low multiple.

2. Ignoring growth when reading P/E. A P/E of 30 with 25% annual EPS growth is often cheaper than a P/E of 15 with 0% growth. Use the 5Y EPS % filter alongside P/E.

3. Single-number thinking. Use P/E with at least one profitability filter (Gross %, Net %) and one growth filter to get a full picture.

A worked example

You want to find quality large-caps that aren't too expensive:

  1. Market Cap: min 10B
  2. P/E: max 25
  3. Gross Margin: min 30%
  4. Net Margin: min 10%

That combination typically returns 60–120 US names — large, profitable businesses at reasonable prices, ideal for wheel strategy entries.

Frequently Asked Questions

What P/E ratio is good for selling puts?

There's no universal answer, but most wheel traders prefer P/E between 12 and 30. This range typically indicates a profitable business that isn't priced for perfection — so if you're assigned stock, you haven't overpaid dramatically.

Should I use trailing or forward P/E?

The screener uses trailing twelve-month (TTM) P/E based on reported earnings. Forward P/E requires analyst estimates and can be unreliable. TTM is more conservative and based on actual results.