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
| ID | Title and research question | Category | Chart | Priority | Data |
|---|---|---|---|---|---|
| ERN-001 | This week's earnings calendar Which companies are about to report results? | Earnings and expectations | Calendar | Catalogue #88 P1 | Sample |
| ERN-002 | Single-stock earnings one-page overview By how much did the latest results beat expectations, and how did the market react? | Earnings and expectations | Multi-series | Catalogue #90 P1 | Sample |
| ERN-003 | Earnings surprise leaderboard Which newly reporting companies beat analyst expectations by the most? | Earnings and expectations | Bar | Catalogue #161 P1 | Sample |
| ERN-005 | Price path around announcements How long does the market repricing last after results are announced? | Earnings and expectations | Line | Catalogue #183 P1 | Sample |
| ERN-004 | EPS surprise history Does the company tend to beat or miss expectations over the long run? | Earnings and expectations | Bar | Catalogue #231 P2 | Sample |
| ERN-007 | EPS consensus revision trend Have analysts recently been raising or cutting earnings estimates? | Earnings and expectations | Line | Catalogue #240 P2 | Sample |
| ERN-013 | Holdings earnings risk calendar What share of assets is held in companies reporting on the same day? | Earnings and expectations | Calendar | Catalogue #241 P2 | Sample |
| ERN-006 | Revenue and EPS dual-surprise quadrant Is an earnings beat also backed by revenue? | Earnings and expectations | Scatter | Catalogue #267 P2 | Sample |
| ERN-011 | Earnings season beat rate Is this earnings season overall better than expected? | Earnings and expectations | Line | Catalogue #290 P2 | Sample |
| ERN-009 | EPS forecast range How wide is the range of uncertainty in the earnings outlook? | Earnings and expectations | Range | Catalogue #371 P2 | Sample |
| ERN-015 | Results revenue growth acceleration ranking Has revenue growth accelerated in the latest reported results? | Earnings and expectations | Bar | Catalogue #372 P2 | Sample |
| ERN-008 | Breadth of earnings estimate revisions Is the consensus change backed by most analysts? | Earnings and expectations | Stacked bar | Catalogue #396 P2 | Sample |
| ERN-022 | Abnormal trading volume on earnings days Is the trading volume drawn by the latest earnings unusually high? | Earnings and expectations | Bar | Catalogue #397 P2 | Sample |
| ERN-043 | Divergence between share price and earnings revisions Is a rising share price supported by upward earnings estimate revisions? | Earnings and expectations | Scatter | Catalogue #398 P2 | Sample |
| ERN-019 | Overnight earnings gap distribution How large an opening gap do earnings releases typically cause? | Earnings and expectations | Histogram | Catalogue #406 P2 | Sample |
| ERN-023 | Pre-earnings option implied volatility How big a move do option prices imply for earnings? | Earnings and expectations | Range | Catalogue #407 P2 | Sample |
| ERN-012 | Sector results reporting progress Which sectors have yet to report results? | Earnings and expectations | Stacked bar | Catalogue #467 P2 | Sample |
| ERN-034 | Loss-to-profit results radar Which companies crossed the earnings zero line in the latest quarter? | Earnings and expectations | Table | Catalogue #472 P2 | Sample |
| ERN-041 | Progress toward the earnings threshold How far are this year's reported earnings from the full-year consensus? | Earnings and expectations | Waterfall | Catalogue #473 P2 | Sample |
| ERN-016 | Earnings beats and gross margin quality Do earnings surprises come with improving gross margins? | Earnings and expectations | Scatter | Catalogue #503 P3 | Sample |
| ERN-010 | Revenue consensus range How much do market views differ on the level of revenue? | Earnings and expectations | Range | Catalogue #539 P3 | Sample |
| ERN-014 | Consecutive earnings beat record Which companies keep delivering results above expectations? | Earnings and expectations | Table | Catalogue #541 P3 | Sample |
| ERN-042 | Earnings scenario valuation ladder What valuation do the low, medium and high earnings scenarios imply? | Earnings and expectations | Range | Catalogue #542 P3 | Sample |
| ERN-017 | Earnings surprise cash verification Does an earnings beat translate into operating cash? | Earnings and expectations | Scatter | Catalogue #556 P3 | 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.