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-021 | Pre-announcement run-up and post-announcement pullback Are companies that rose sharply before results prone to giving back gains? | Earnings and expectations | Scatter | Catalogue #557 P3 | Sample |
| ERN-030 | Industry earnings revision diffusion Which industries are upward revisions to expectations spreading to? | Earnings and expectations | Heatmap | Catalogue #558 P3 | Sample |
| ERN-044 | Post-results target price revisions Has the average analyst target price changed after the latest results? | Earnings and expectations | Bar | Catalogue #559 P3 | Sample |
| ERN-027 | Earnings growth term structure Which fiscal periods does the market expect growth to be concentrated in? | Earnings and expectations | Bar | Catalogue #594 P3 | Sample |
| ERN-036 | Beat-streak break alert Which companies have ended a long record of beating expectations? | Earnings and expectations | Table | Catalogue #629 P3 | Sample |
| ERN-024 | Realized versus implied earnings move Did the actual earnings move exceed what options priced in? | Earnings and expectations | Scatter | Catalogue #643 P3 | Sample |
| ERN-025 | Earnings volatility drop How much does IV compress after results are announced? | Earnings and expectations | Bar | Catalogue #644 P3 | Sample |
| ERN-049 | Simultaneous re-rating of earnings and valuation Did the share price move come from earnings expectations or from the valuation multiple? | Earnings and expectations | Waterfall | Catalogue #645 P3 | Sample |
| ERN-020 | Post-earnings drift study Do stocks that beat expectations keep outperforming afterwards? | Earnings and expectations | Line | Catalogue #666 P3 | Sample |
| ERN-040 | Earnings schedule revision log How has a company's announcement date changed from the earlier schedule? | Earnings and expectations | Table | Catalogue #721 P3 | Sample |
| ERN-028 | Analyst dispersion and coverage Is a wide estimate range due to high disagreement or thin coverage? | Earnings and expectations | Scatter | Catalogue #738 P3 | Sample |
| ERN-032 | Revenue growth and market reward Is the market rewarding revenue growth this earnings season? | Earnings and expectations | Scatter | Catalogue #739 P3 | Sample |
| ERN-035 | Where this surprise ranks historically Is this beat unusual for the company? | Earnings and expectations | Range | Catalogue #740 P3 | Sample |
| ERN-038 | Earnings calendar congestion On which days is the market's information load concentrated? | Earnings and expectations | Bar | Catalogue #769 P3 | Sample |
| ERN-018 | Guarding against distorted near-zero EPS surprises Is a huge percentage surprise merely because the estimate is close to zero? | Earnings and expectations | Table | Catalogue #772 P3 | Sample |
| ERN-026 | Pre-market and post-market release distribution In which trading session is earnings information mainly released? | Earnings and expectations | Stacked bar | Catalogue #773 P3 | Sample |
| ERN-029 | Earnings list lacking consensus Which upcoming reporters have no valid market estimate? | Earnings and expectations | Table | Catalogue #774 P3 | Sample |
| ERN-046 | Earnings growth contribution in the reporting season Which companies are driving reported earnings growth in the industry? | Earnings and expectations | Waterfall | Catalogue #775 P3 | Sample |
| ERN-037 | Quarterly earnings seasonality map How do the latest results deviate from the normal seasonal pattern? | Earnings and expectations | Heatmap | Catalogue #822 P4 | Sample |
| ERN-045 | Earnings estimate error distribution How accurate are market estimates for this company, typically? | Earnings and expectations | Histogram | Catalogue #823 P4 | Sample |
| ERN-033 | Single-stock price sensitivity to earnings surprises How sensitive is this company's share price to EPS surprises? | Earnings and expectations | Scatter | Catalogue #845 P4 | Sample |
| ERN-039 | Lag from fiscal period end to announcement Which companies take longer to report results? | Earnings and expectations | Range | Catalogue #863 P4 | Sample |
| ERN-050 | Results update review checklist After release, which core figures are still awaiting an update? | Earnings and expectations | Table | Catalogue #864 P4 | Sample |
| ERN-031 | Consensus update absorption lag How long after results are published is an earnings consensus update first observed? | Earnings and expectations | Histogram | Catalogue #886 P4 | 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.