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

Showing 49–72 of 88

Chart type: Multi-series

ID	Title and research question	Category	Chart	Priority	Data
VAL-043	Cycle-normalized earnings valuation When earnings are at a cyclical peak or trough, how misleading is the current P/E?	Valuation	Multi-series	Catalogue #537 P3	Sample
FUN-022	Selling and administrative expense discipline Is revenue growing faster than day-to-day operating expenses?	Financial statements	Multi-series	Catalogue #555 P3	Sample
DIV-024	Sustainable dividend growth assumption At the current payout ratio, how fast can internally generated capital support growth?	Dividends and shareholder returns	Multi-series	Catalogue #583 P3	Sample
DIV-044	Dividend amount volatility Does the company's dividend income tend to swing up and down?	Dividends and shareholder returns	Multi-series	Catalogue #584 P3	Sample
FUN-018	Accounts payable and purchasing funding Does the cash improvement depend on delaying payments to suppliers?	Financial statements	Multi-series	Catalogue #585 P3	Sample
FUN-021	R&D investment history Does the company keep investing in future products and technology?	Financial statements	Multi-series	Catalogue #586 P3	Sample
FUN-025	Income tax expense and effective tax rate Is the improvement in net income just a one-off low tax charge?	Financial statements	Multi-series	Catalogue #587 P3	Sample
FUN-033	Deferred revenue vs. recognized revenue Do customer prepayments support future revenue recognition?	Financial statements	Multi-series	Catalogue #588 P3	Sample
VAL-015	Operating cash flow valuation When accounting earnings are less stable, how does the market price operating cash generation?	Valuation	Multi-series	Catalogue #591 P3	Sample
DIV-032	Share issuance funding alongside dividend payments Is the company raising funds from investors while also paying dividends?	Dividends and shareholder returns	Multi-series	Catalogue #759 P3	Sample
FUN-023	Depreciation, amortization and asset consumption Is the consumption of book assets reflected in earnings and investment?	Financial statements	Multi-series	Catalogue #760 P3	Sample
FUN-030	Retained earnings accumulation and distribution Is the money earned over the years staying in the company as shareholder capital?	Financial statements	Multi-series	Catalogue #763 P3	Sample
FUN-032	Fixed assets: gross value, net value and depreciation Are the company's productive assets expanding or ageing?	Financial statements	Multi-series	Catalogue #764 P3	Sample
VAL-019	Earnings valuation excluding net cash After stripping out excess cash, what is the market paying for operating earnings?	Valuation	Multi-series	Catalogue #768 P3	Sample
VAL-021	PEGY including dividends Are mature dividend-paying companies overlooked by the growth-only PEG?	Valuation	Multi-series	Catalogue #785 P3	Sample
GRW-038	Reinvestment efficiency of retained earnings Are earnings retained over several years followed by higher future earnings?	Growth and financial quality	Multi-series	Catalogue #805 P4	Sample
VAL-026	Residual income valuation By how much must a company's future ROE exceed its cost of equity to support its price-to-book ratio?	Valuation	Multi-series	Catalogue #806 P4	Sample
FUN-034	Disclosed lease obligations Are lease commitments beyond on-balance-sheet borrowings material?	Financial statements	Multi-series	Catalogue #868 P4	Sample
FUN-029	Impact of other comprehensive income on equity Do changes in book value come from items that do not pass through the income statement?	Financial statements	Multi-series	Catalogue #905 P4	Sample
FUN-037	Unclassified investing outflow tracker Is a major cash flow change hidden in other investing items that require reading the notes?	Financial statements	Multi-series	Catalogue #943 P4	Sample
REIT-01	FFO/AFFO and per-unit growth	REITs	Multi-series	Workbench #1 P0	Sample
STOCK_HK-01	Revenue and net income by actual reporting period	Hong Kong operating-company stocks	Multi-series	Workbench #1 P0	Sample
STOCK_US-01	Revenue, net income and free cash flow trends	US operating-company stocks	Multi-series	Workbench #1 P0	Sample
INSURANCE-02	Premium and underwriting profit growth	Insurance stocks	Multi-series	Workbench #2 P0	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.