Stocks & Fundamentals

Financial statements, valuation, dividends, growth and quality, peer comparison, screens and earnings, plus workbenches for US and Hong Kong stocks, banks, REITs and insurers.

394 report specifications in this section

Showing 1–24 of 50

Category: Dividends and shareholder returns

ID	Title and research question	Category	Chart	Priority	Data
DIV-001	Upcoming ex-dividend calendar Which watched stocks are going ex-dividend soon and need their dividend payment details checked first?	Dividends and shareholder returns	Calendar	Catalogue #10 P0	Sample
DIV-002	High dividend yield ranking Which dividend-paying stocks merit further research into their yield and sustainability?	Dividends and shareholder returns	Table	Catalogue #21 P0	Sample
DIV-010	Estimated annual dividend income from personal holdings How much annual income could the stocks I hold generate under known dividend assumptions?	Dividends and shareholder returns	Bar	Catalogue #22 P0	Sample
DIV-011	Expected monthly dividend cash flow for personal holdings Based on the payment dates confirmed by companies, in which months do I expect to receive cash from my holdings?	Dividends and shareholder returns	Bar	Catalogue #23 P0	Sample
DIV-015	Dividend cut and suspension watchlist Which regular dividend payers have recently shown income changes that need review?	Dividends and shareholder returns	Table	Catalogue #62 P1	Sample
DIV-037	Capital required for a dividend income target Under the specified yield scenarios, how much capital do I need to reach a monthly dividend income target?	Dividends and shareholder returns	Line	Catalogue #84 P1	Sample
DIV-005	Earnings dividend coverage Does the current dividend consume most of common earnings?	Dividends and shareholder returns	Multi-series	Catalogue #107 P1	Sample
DIV-006	Free cash flow dividend cover Can the company's actual cash flow keep funding its current dividend?	Dividends and shareholder returns	Multi-series	Catalogue #108 P1	Sample
DIV-003	Dividend per share growth history Does the company keep increasing the cash paid on each share?	Dividends and shareholder returns	Bar	Catalogue #136 P1	Sample
DIV-009	Historical dividend yield range Is the current dividend yield high relative to the company's own history?	Dividends and shareholder returns	Line	Catalogue #156 P1	Sample
DIV-013	Dividend reinvestment accumulation simulation If dividends are used to buy more of the same stock, how will the share count and assets accumulate?	Dividends and shareholder returns	Multi-series	Catalogue #157 P1	Sample
DIV-040	Reinvesting vs. taking cash comparison For the same stock, how much does long-term wealth differ between taking dividends as cash and reinvesting them?	Dividends and shareholder returns	Multi-series	Catalogue #158 P1	Sample
DIV-041	Contribution of price and dividends to holding return Does the return from holding this stock come mainly from price gains or from dividend income?	Dividends and shareholder returns	Stacked bar	Catalogue #159 P1	Sample
DIV-042	Forward dividend yield vs. actual trailing dividend yield Does the high forward yield shown by the data provider reflect recent dividend increases or special dividends?	Dividends and shareholder returns	Bar	Catalogue #160 P1	Sample
DIV-012	Personal after-tax-and-fees dividend income detail Based on the withholding tax and fee assumptions I entered, how much dividend income do I actually keep?	Dividends and shareholder returns	Waterfall	Catalogue #185 P1	Sample
DIV-022	Yield excluding special dividends If one-off dividends do not recur, what would the trailing dividend yield be?	Dividends and shareholder returns	Bar	Catalogue #186 P1	Sample
DIV-035	Personal dividend income concentration Does my annual income depend too heavily on a few companies?	Dividends and shareholder returns	Bar	Catalogue #187 P1	Sample
DIV-039	Personal dividend cut stress test If major holdings cut their dividends, how far short of my income target would I fall?	Dividends and shareholder returns	Waterfall	Catalogue #188 P1	Sample
DIV-014	Dividend yield on personal cost basis Relative to my actual cost, what return do current dividends represent?	Dividends and shareholder returns	Multi-series	Catalogue #237 P2	Sample
DIV-036	Dividend income month gaps Does my dividend portfolio go for long stretches without cash coming in?	Dividends and shareholder returns	Heatmap	Catalogue #238 P2	Sample
DIV-046	Ex-dividend but not yet received dividends How much cash am I entitled to through dividends but have not yet received or reconciled?	Dividends and shareholder returns	Table	Catalogue #239 P2	Sample
DIV-016	Dividend payment frequency and cadence Does the company pay dividends on a steady quarterly cadence, or are they concentrated in one or two payments?	Dividends and shareholder returns	Calendar	Catalogue #271 P2	Sample
DIV-025	Increased borrowing and cash distributions Do dividend payments and equity distributions depend on new borrowing at the same time?	Dividends and shareholder returns	Multi-series	Catalogue #282 P2	Sample
DIV-030	Equity cash flow and actual dilution When a company spends cash to net repurchase equity, does shareholders' ownership percentage actually improve?	Dividends and shareholder returns	Multi-series	Catalogue #283 P2	Sample

Priority is a planning estimate from the original specification workbook, not popularity or performance. Catalogue reports are ordered 1–1,000; product reports are ranked only within their own workbench.