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-043 | Loss-to-profit milestones Has the company crossed the key thresholds in gross profit, operating earnings and cash flow? | Growth and financial quality | Matrix | Catalogue #118 P1 | Sample |
| SCR-020 | Concurrent improvement in trend and financial statements Which stocks show an improving price trend and improving published financial statements at the same time? | Screening and watchlists (examples) | Matrix | Catalogue #124 P1 | Sample |
| CMP-042 | Peer pair correlation and diversification effect Does holding two companies together just double up on the same price risk? | Peer comparison | Matrix | Catalogue #155 P1 | Sample |
| SCR-004 | Research progress on candidate investments Of the companies that meet the criteria, which have completed the required research, and which still have key evidence to verify? | Screening and watchlists (examples) | Matrix | Catalogue #250 P2 | Sample |
| VAL-023 | DCF sensitivity to discount rate and perpetual growth How sensitive is the valuation conclusion to the two most critical assumptions? | Valuation | Matrix | Catalogue #265 P2 | Sample |
| CMP-018 | Conflicting peer valuation rankings across methods Is a seemingly cheap peer cheap only on earnings multiples, and expensive on cash flow or enterprise value? | Peer comparison | Matrix | Catalogue #299 P2 | Sample |
| CMP-050 | Peer multi-factor weight sensitivity How does the stock ranking change if I favor growth, value or financial safety? | Peer comparison | Matrix | Catalogue #301 P2 | Sample |
| SCR-013 | Screening criteria conflicts and empty-result diagnosis Why are there zero screening results: do the criteria contradict each other, does the current market have no overlap, or is the data insufficient? | Screening and watchlists (examples) | Matrix | Catalogue #316 P2 | Sample |
| 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 |
| SCR-027 | Profitable growth company screen Which companies are sustaining growth, earnings and positive operating cash flow at the same time? | Screening and watchlists (examples) | Matrix | Catalogue #326 P2 | Sample |
| SCR-030 | High-dividend risk review Which high-dividend candidates also show earnings or cash flow pressure? | Screening and watchlists (examples) | Matrix | Catalogue #327 P2 | Sample |
| DIV-038 | Dividend withholding tax assumption sensitivity How much would different withholding tax assumptions change my annual spendable income? | Dividends and shareholder returns | Matrix | Catalogue #402 P2 | 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-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 |
| SCR-045 | Stock-screening data availability map Which candidates lack the core data needed to support research? | Screening and watchlists (examples) | Matrix | Catalogue #778 P3 | Sample |
| SCR-048 | Watchlist homogeneity Do most of the stocks on the watchlist share the same price and industry style risk? | Screening and watchlists (examples) | Matrix | Catalogue #779 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 |
| SCR-050 | Research list version comparison Which candidates do the lists from two screening methods share, and which are unique to each? | Screening and watchlists (examples) | Matrix | Catalogue #859 P4 | Sample |
| ERN-048 | Earnings data availability audit Which data gaps could make earnings rankings misleading? | Earnings and expectations | Matrix | Catalogue #910 P4 | 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.