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 25–48 of 50

Category: Valuation

ID	Title and research question	Category	Chart	Priority	Data
VAL-028	Revenue and margin valuation matrix How much revenue and net margin are needed to reach my target share price?	Valuation	Matrix	Catalogue #320 P2	Sample
VAL-042	Valuation and earnings quality quadrant Among cheap companies, which also show good cash conversion?	Valuation	Scatter	Catalogue #321 P2	Sample
VAL-006	P/B ratio history Is the market's pricing of each dollar of book shareholders' equity changing?	Valuation	Line	Catalogue #345 P2	Sample
VAL-033	Analyst target price implied P/E ratio What earnings multiple does an apparently attractive target price actually require?	Valuation	Bar	Catalogue #346 P2	Sample
VAL-049	Attribution of valuation contraction and market capitalization decline Is the market capitalization decline driven mainly by lower earnings or by a lower multiple the market is willing to pay?	Valuation	Waterfall	Catalogue #347 P2	Sample
VAL-014	Enterprise value to revenue multiple At the same revenue scale, does debt push up enterprise valuation?	Valuation	Multi-series	Catalogue #377 P2	Sample
VAL-036	Impact of revenue estimate range on price-to-sales ratio Can market disagreement over future revenue change the valuation assessment?	Valuation	Range	Catalogue #493 P2	Sample
VAL-038	Gross profit valuation of loss-making companies For companies that are not yet profitable, what price does the market put on the gross profit they actually generate?	Valuation	Multi-series	Catalogue #512 P3	Sample
VAL-016	Tangible book value valuation After deducting goodwill and intangible assets, how much of the book equity cushion remains?	Valuation	Multi-series	Catalogue #533 P3	Sample
VAL-025	Dividend discount valuation Can expected sustainable dividend payments support the current share price?	Valuation	Multi-series	Catalogue #534 P3	Sample
VAL-040	Cash burn and post-financing valuation If a loss-making company needs to raise funds, how much could its current valuation be diluted?	Valuation	Matrix	Catalogue #535 P3	Sample
VAL-041	Historical pairing of revenue growth and EV/S When a company's growth slows, has its valuation adjusted accordingly?	Valuation	Scatter	Catalogue #536 P3	Sample
VAL-043	Cycle-normalized earnings valuation When earnings are at a cyclical peak or trough, how misleading is the current P/E?	Valuation	Multi-series	Catalogue #537 P3	Sample
VAL-044	Combined range from multiple valuation methods How widely do the results of different valuation methods diverge?	Valuation	Range	Catalogue #538 P3	Sample
VAL-048	Valuation data timing gap check Does the cheap valuation I see simply reflect different update times for price and earnings data?	Valuation	Table	Catalogue #540 P3	Sample
VAL-015	Operating cash flow valuation When accounting earnings are less stable, how does the market price operating cash generation?	Valuation	Multi-series	Catalogue #591 P3	Sample
VAL-046	Negative enterprise value candidate check Do companies that appear to hold more cash than their market value still carry overlooked obligations?	Valuation	Table	Catalogue #593 P3	Sample
VAL-017	Net current asset value discount Is the stock's market capitalization below current assets less all liabilities?	Valuation	Waterfall	Catalogue #679 P3	Sample
VAL-045	Equity value under capital structure stress For the same business valuation, how much does shareholder value fall if cash drains away or debt increases?	Valuation	Matrix	Catalogue #680 P3	Sample
VAL-050	Reliability of the valuation history sample Is the historical percentile distorted by loss-making periods, missing values or a short sample?	Valuation	Heatmap	Catalogue #686 P3	Sample
VAL-031	DCF terminal value dependence How much of the valuation comes from assumptions beyond year five that are hard to observe?	Valuation	Donut	Catalogue #737 P3	Sample
VAL-019	Earnings valuation excluding net cash After stripping out excess cash, what is the market paying for operating earnings?	Valuation	Multi-series	Catalogue #768 P3	Sample
VAL-021	PEGY including dividends Are mature dividend-paying companies overlooked by the growth-only PEG?	Valuation	Multi-series	Catalogue #785 P3	Sample
VAL-047	ROE and theoretical P/B scenarios If long-term ROE stays stable, how does the cost of equity affect a reasonable P/B assumption?	Valuation	Matrix	Catalogue #790 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.