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 |
|---|---|---|---|---|---|
| SCR-021 | Free cash flow turnaround screen Which companies have recently shifted from burning cash to generating free cash flow? | Screening and watchlists (examples) | Waterfall | Catalogue #295 P2 | Sample |
| SCR-013 | Screening criteria conflicts and empty-result diagnosis Why are there zero screening results: do the criteria contradict each other, does the current market have no overlap, or is the data insufficient? | Screening and watchlists (examples) | Matrix | Catalogue #316 P2 | Sample |
| SCR-026 | Margin improvement screen Which companies have recent revenue growth that is also converting into better operating margins? | Screening and watchlists (examples) | Scatter | Catalogue #325 P2 | Sample |
| SCR-027 | Profitable growth company screen Which companies are sustaining growth, earnings and positive operating cash flow at the same time? | Screening and watchlists (examples) | Matrix | Catalogue #326 P2 | Sample |
| SCR-030 | High-dividend risk review Which high-dividend candidates also show earnings or cash flow pressure? | Screening and watchlists (examples) | Matrix | Catalogue #327 P2 | Sample |
| SCR-037 | Same-market relative strength ranking Which stocks consistently outperform most peers in the same market? | Screening and watchlists (examples) | Bar | Catalogue #410 P2 | Sample |
| SCR-038 | Volatility contraction candidates Which stocks have seen their recent price range narrow noticeably? | Screening and watchlists (examples) | Table | Catalogue #411 P2 | Sample |
| SCR-023 | Low-debt, high return-on-capital screen Which companies sustain better returns on capital with less financial leverage? | Screening and watchlists (examples) | Scatter | Catalogue #428 P2 | Sample |
| SCR-039 | Gap and follow-through screen Which stocks had a significant opening gap, and how much of it was still intact at the close? | Screening and watchlists (examples) | Scatter | Catalogue #498 P2 | Sample |
| SCR-033 | Insider open-market purchase screen Which US companies have verifiable records of insider open-market purchases? | Screening and watchlists (examples) | Table | Catalogue #515 P3 | Sample |
| SCR-035 | Low historical volatility screen Which stocks that meet the liquidity threshold have had fewer large price swings over the recent common period? | Screening and watchlists (examples) | Bar | Catalogue #516 P3 | Sample |
| SCR-031 | Analyst target price divergence screener Which stocks have a large gap between the sourced target price and the current price, with verifiable data? | Screening and watchlists (examples) | Range | Catalogue #552 P3 | Sample |
| SCR-032 | Earnings beat candidates Which companies' latest reported EPS is above the consensus available for that period? | Screening and watchlists (examples) | Scatter | Catalogue #569 P3 | Sample |
| SCR-034 | News sentiment vs. price divergence Which stocks have recent news scores that disagree with price direction and merit a look at the source articles? | Screening and watchlists (examples) | Scatter | Catalogue #570 P3 | Sample |
| SCR-040 | Small-cap liquidity threshold screen Which small companies still have reasonably sufficient and continuous trading activity? | Screening and watchlists (examples) | Scatter | Catalogue #571 P3 | Sample |
| SCR-036 | High market sensitivity candidates Which stocks have a high historical market beta and merit further risk research? | Screening and watchlists (examples) | Scatter | Catalogue #669 P3 | Sample |
| SCR-049 | Daily screener list changes Since results began to be saved, which stocks have newly entered, exited or stayed on the list? | Screening and watchlists (examples) | Stacked bar | Catalogue #682 P3 | Sample |
| SCR-042 | Share dilution risk screen Which companies' per-share figures may be affected by a continuing rise in share count? | Screening and watchlists (examples) | Bar | Catalogue #757 P3 | Sample |
| SCR-046 | Report on why candidates were excluded Why did a stock I was following not make the final list? | Screening and watchlists (examples) | Table | Catalogue #758 P3 | Sample |
| SCR-041 | Price moves with little news Which unusual share price moves lack enough news coverage and should be prioritized for further research? | Screening and watchlists (examples) | Scatter | Catalogue #777 P3 | Sample |
| SCR-045 | Stock-screening data availability map Which candidates lack the core data needed to support research? | Screening and watchlists (examples) | Matrix | Catalogue #778 P3 | Sample |
| SCR-048 | Watchlist homogeneity Do most of the stocks on the watchlist share the same price and industry style risk? | Screening and watchlists (examples) | Matrix | Catalogue #779 P3 | Sample |
| SCR-044 | Cash burn and runway list For companies that keep burning operating cash, how long can existing cash cover them? | Screening and watchlists (examples) | Bar | Catalogue #801 P4 | Sample |
| SCR-047 | Stock screening threshold sensitivity Does the candidate list change substantially when a threshold is adjusted slightly? | Screening and watchlists (examples) | Line | Catalogue #802 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.