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 |
|---|---|---|---|---|---|
| GRW-026 | Operating cash flow coverage of debt Measured by actual operating cash rather than EBITDA, how heavy is the debt burden? | Growth and financial quality | Line | Catalogue #312 P2 | Sample |
| GRW-030 | Capital expenditure intensity How much physical investment does the company need to sustain for each increment of revenue? | Growth and financial quality | Line | Catalogue #313 P2 | Sample |
| GRW-033 | Incremental operating margin For each additional dollar of revenue, how much operating profit is added? | Growth and financial quality | Line | Catalogue #342 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 |
| GRW-015 | Days inventory outstanding (DIO) How long would it take the company to work through its inventory at the current cost run rate? | Growth and financial quality | Line | Catalogue #404 P2 | Sample |
| GRW-022 | Cash ratio How much of its current liabilities can a company cover with cash and equivalents alone? | Growth and financial quality | Line | Catalogue #468 P2 | Sample |
| GRW-018 | Total asset turnover efficiency Do additional assets generate a proportionate amount of revenue? | Growth and financial quality | Line | Catalogue #499 P2 | Sample |
| GRW-021 | Quick ratio Without relying on selling inventory, are short-term assets enough to cover short-term obligations? | Growth and financial quality | Line | Catalogue #500 P2 | Sample |
| DIV-020 | Event returns including dividends around ex-dividend dates Does looking only at the post-ex-dividend price drop understate the actual total return? | Dividends and shareholder returns | Line | Catalogue #502 P3 | Sample |
| DIV-045 | Pre-tax cash return and inflation scenario Can nominal dividend growth maintain purchasing power under the specified inflation assumption? | Dividends and shareholder returns | Line | Catalogue #554 P3 | Sample |
| GRW-016 | Days payable outstanding (DPO) Is the company relying on longer supplier payment terms to support cash flow? | Growth and financial quality | Line | Catalogue #589 P3 | Sample |
| GRW-031 | Capex coverage of depreciation Is the company investing more than its book assets are being consumed? | Growth and financial quality | Line | Catalogue #590 P3 | Sample |
| ERN-020 | Post-earnings drift study Do stocks that beat expectations keep outperforming afterwards? | Earnings and expectations | Line | Catalogue #666 P3 | Sample |
| GRW-040 | Tangible shareholder capital buffer After deducting intangible assets, how much observable book-asset buffer does a company have? | Growth and financial quality | Line | Catalogue #678 P3 | Sample |
| GRW-032 | Incremental return on invested capital Has capital added in recent years earned a better return than the existing asset base? | Growth and financial quality | Line | Catalogue #732 P3 | Sample |
| GRW-019 | Fixed asset turnover efficiency Has investment in plants, equipment and physical assets translated into sales? | Growth and financial quality | Line | Catalogue #767 P3 | 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 |
| VAL-030 | Terminal multiple required for a target share price Can my target price only be reached with a very high exit valuation? | Valuation | Line | Catalogue #807 P4 | Sample |
| BANK-01 | Net interest margin (NIM) and interest-earning asset growth | Bank stocks | Line | Workbench #1 P0 | Sample |
| INSURANCE-01 | P&C combined ratio and loss ratio | Insurance stocks | Line | Workbench #1 P0 | Sample |
| STOCK_US-02 | Gross margin, operating margin and cash flow conversion | US operating-company stocks | Line | Workbench #2 P0 | Sample |
| REIT-03 | AFFO payout ratio and safety margin | REITs | Line | Workbench #3 P0 | Sample |
| REIT-05 | Share price premium/discount to NAV per unit | REITs | Line | Workbench #5 P1 | Sample |
| STOCK_US-08 | Historical market capitalization and earnings reported at the time | US operating-company stocks | Line | Workbench #8 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.