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 |
|---|---|---|---|---|---|
| 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 |
| CMP-038 | Revenue share of covered peers Among the listed peers I selected, which company dominates revenue scale? | Peer comparison | Bar | Catalogue #369 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-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 |
| FUN-043 | Major financial statement line item changes Which unusual changes in the latest report are most worth reading first? | Financial statements | Bar | Catalogue #403 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-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 |
| CMP-039 | Earnings concentration among covered peers Is reported industry earnings concentrated in a few leaders? | Peer comparison | Bar | Catalogue #523 P3 | Sample |
| DIV-027 | Cash reserve dividend buffer In a static scenario with no new cash generated, how many years of dividends can cash cover? | Dividends and shareholder returns | Bar | Catalogue #553 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-025 | Earnings volatility drop How much does IV compress after results are announced? | Earnings and expectations | Bar | Catalogue #644 P3 | Sample |
| CMP-029 | Incremental investment efficiency among peers Whose newly added capital in recent years generated more additional operating earnings? | Peer comparison | Bar | Catalogue #676 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 |
| ERN-038 | Earnings calendar congestion On which days is the market's information load concentrated? | Earnings and expectations | Bar | Catalogue #769 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 |
| REIT-02 | Distribution per unit and annual growth | REITs | Bar | Workbench #2 P0 | Sample |
| STOCK_HK-02 | Core earnings and cash flow conversion | Hong Kong operating-company stocks | Bar | Workbench #2 P0 | Sample |
| BANK-05 | Tier 1, leverage ratio and CET1 capital buffer | Bank stocks | Bar | Workbench #5 P1 | Sample |
| INSURANCE-05 | Solvency and capital surplus | Insurance stocks | Bar | Workbench #5 P1 | Sample |
| STOCK_US-06 | Dividends and genuine buyback cash flow | US operating-company stocks | Bar | Workbench #6 P1 | Sample |
| INSURANCE-07 | Dividend and earnings coverage | Insurance stocks | Bar | Workbench #7 P1 | Sample |
| STOCK_HK-07 | Cash, debt and short-term repayment pressure | Hong Kong operating-company stocks | Bar | Workbench #7 P1 | Sample |
| STOCK_US-07 | EPS surprise and estimate range for this report | US operating-company stocks | Bar | Workbench #7 P1 | 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.