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 |
|---|---|---|---|---|---|
| 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 |
| SCR-016 | New-high persistence screen Which stocks making new highs are not just a one-day standout? | Screening and watchlists (examples) | Bar | Catalogue #54 P1 | Sample |
| CMP-020 | Peer earnings estimate revision breadth How many companies in the sector have recently been receiving upward earnings estimate revisions? | Peer comparison | Bar | Catalogue #60 P1 | Sample |
| VAL-003 | Gap between forward and trailing P/E Is the market already relying on a future earnings recovery to support the share price? | Valuation | Bar | Catalogue #70 P1 | Sample |
| SCR-012 | Step-by-step stock screening funnel How many candidates remain after each added criterion, and which criterion is the strictest? | Screening and watchlists (examples) | Bar | Catalogue #79 P1 | Sample |
| GRW-047 | Earnings beat persistence Does the company repeatedly beat analyst expectations, or only occasionally? | Growth and financial quality | Bar | Catalogue #92 P1 | Sample |
| GRW-027 | Cash runway of loss-making companies If the current cash burn rate stays unchanged, how long can the company's funds last? | Growth and financial quality | Bar | Catalogue #117 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-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 |
| ERN-003 | Earnings surprise leaderboard Which newly reporting companies beat analyst expectations by the most? | Earnings and expectations | Bar | Catalogue #161 P1 | Sample |
| VAL-004 | Earnings yield For every hundred of share market value, how much annual reported earnings does it correspond to? | Valuation | Bar | Catalogue #169 P1 | Sample |
| VAL-011 | Multiple historical valuation percentiles Is the cheap or expensive conclusion consistent across different valuation methods? | Valuation | Bar | Catalogue #170 P1 | Sample |
| CMP-016 | Cash runway of loss-making peers Among comparable pre-profit companies, which are most likely to need financing soon? | Peer comparison | Bar | Catalogue #184 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 |
| 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 |
| SCR-022 | Free cash flow yield screener Which companies with positive free cash flow look cheap relative to market capitalization? | Screening and watchlists (examples) | Bar | Catalogue #275 P2 | Sample |
| SCR-024 | Loss-to-profit turnaround screener Which companies have reported continuing earnings that turned from negative to positive? | Screening and watchlists (examples) | Bar | Catalogue #276 P2 | Sample |
| SCR-028 | Earnings stability screener Which companies have had relatively steady past earnings, with fewer sharp swings? | Screening and watchlists (examples) | Bar | Catalogue #278 P2 | Sample |
| SCR-029 | Dividend growth record screener Which companies have a longer unbroken record of dividend per share increases? | Screening and watchlists (examples) | Bar | Catalogue #279 P2 | Sample |
| DIV-028 | Free cash flow remaining after dividends After paying dividends, how much cash does the company have left to repay debt or invest? | Dividends and shareholder returns | Bar | Catalogue #304 P2 | Sample |
| GRW-050 | Transparent financial quality scorecard Reviewing growth, cash and leverage under consistent rules, which weaknesses stand out most? | Growth and financial quality | Bar | Catalogue #315 P2 | Sample |
| VAL-018 | Cash reserves per dollar of market capitalization How much of the share price is backed by on-balance-sheet cash and short-term investments? | Valuation | Bar | Catalogue #319 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.