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 |
|---|---|---|---|---|---|
| CMP-002 | Peer total return comparison including dividends Among similar companies, which one has truly built more wealth for shareholders? | Peer comparison | Line | Catalogue #20 P0 | Sample |
| VAL-002 | P/E ratio history and range Where does current earnings pricing stand relative to the company's own usable history? | Valuation | Line | Catalogue #59 P1 | Sample |
| SCR-014 | Performance after watchlist addition After being added to the research list, how have the share price and the benchmark changed? | Screening and watchlists (examples) | Line | Catalogue #80 P1 | Sample |
| DIV-037 | Capital required for a dividend income target Under the specified yield scenarios, how much capital do I need to reach a monthly dividend income target? | Dividends and shareholder returns | Line | Catalogue #84 P1 | Sample |
| GRW-008 | Return on equity (ROE) How much earnings does the company generate per dollar of book shareholders' equity? | Growth and financial quality | Line | Catalogue #113 P1 | Sample |
| GRW-012 | Earnings cash conversion How much of the company's reported earnings consistently converts into operating cash? | Growth and financial quality | Line | Catalogue #114 P1 | Sample |
| GRW-024 | Net debt / EBITDA leverage How heavy is the company's net debt relative to its operating earnings? | Growth and financial quality | Line | Catalogue #115 P1 | Sample |
| GRW-025 | Interest coverage ratio Can operating earnings absorb the current interest expense? | Growth and financial quality | Line | Catalogue #116 P1 | Sample |
| VAL-008 | Free cash flow multiple history Is the market paying an increasingly high price for cash-generating capacity? | Valuation | Line | Catalogue #135 P1 | Sample |
| GRW-005 | Gross margin trend and changes Are the company's pricing, product mix or cost pressures improving? | Growth and financial quality | Line | Catalogue #144 P1 | Sample |
| GRW-006 | Operating margin and economies of scale As revenue grows, does the company's core operation become more efficient? | Growth and financial quality | Line | Catalogue #145 P1 | Sample |
| DIV-009 | Historical dividend yield range Is the current dividend yield high relative to the company's own history? | Dividends and shareholder returns | Line | Catalogue #156 P1 | Sample |
| ERN-005 | Price path around announcements How long does the market repricing last after results are announced? | Earnings and expectations | Line | Catalogue #183 P1 | Sample |
| GRW-010 | Simplified return on invested capital (ROIC) Does the equity and debt capital deployed in the business generate sufficient operating profit? | Growth and financial quality | Line | Catalogue #196 P1 | Sample |
| ERN-007 | EPS consensus revision trend Have analysts recently been raising or cutting earnings estimates? | Earnings and expectations | Line | Catalogue #240 P2 | Sample |
| VAL-037 | Valuation change from earnings estimate revisions At an unchanged share price, how much have recent EPS downgrades pushed up the forward valuation? | Valuation | Line | Catalogue #255 P2 | Sample |
| GRW-023 | Debt-to-equity ratio Relative to the capital that shareholders have committed, how much interest-bearing debt does the company use? | Growth and financial quality | Line | Catalogue #262 P2 | Sample |
| SCR-025 | Revenue growth acceleration screener Which companies have reported revenue growth rates that have risen consecutively? | Screening and watchlists (examples) | Line | Catalogue #277 P2 | Sample |
| GRW-013 | Cash flow accruals ratio Is the extent to which earnings exceed cash actually received continuing to widen? | Growth and financial quality | Line | Catalogue #285 P2 | Sample |
| VAL-024 | Reverse DCF implied growth How much growth does the current share price require the company to deliver? | Valuation | Line | Catalogue #287 P2 | Sample |
| GRW-020 | Current ratio Can current assets cover current liabilities within one year? | Growth and financial quality | Line | Catalogue #289 P2 | Sample |
| ERN-011 | Earnings season beat rate Is this earnings season overall better than expected? | Earnings and expectations | Line | Catalogue #290 P2 | Sample |
| GRW-009 | Return on assets (ROA) Regardless of where the funding comes from, how efficiently does the company earn money from all its assets? | Growth and financial quality | Line | Catalogue #310 P2 | Sample |
| GRW-014 | Days sales outstanding (DSO) Is the average time to collect from customers getting longer? | Growth and financial quality | Line | Catalogue #311 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.