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 1–24 of 57

ID	Title and research question	Category	Chart	Priority	Data
CMP-005	Peer P/E ratio and earnings growth Whose growth expectations look more attractive relative to the valuation paid?	Peer comparison	Scatter	Catalogue #27 P0	Sample
CMP-009	Peer dividend yield and cash coverage Which high-yield companies also have ample capacity to pay dividends from cash?	Peer comparison	Scatter	Catalogue #28 P0	Sample
CMP-019	Peer target price upside and rating support Which stocks have more target price upside, with opinions coming from more than just a few analysts?	Peer comparison	Scatter	Catalogue #46 P0	Sample
SCR-009	Value and quality cross-screen Which relatively low-valuation companies also have better asset and earnings quality?	Screening and watchlists (examples)	Scatter	Catalogue #68 P1	Sample
SCR-010	Growth versus valuation trade-off Which companies have earnings growth while their valuation is not in the most expensive range among peers?	Screening and watchlists (examples)	Scatter	Catalogue #69 P1	Sample
SCR-018	Uptrend pullback list Which stocks in a long-term uptrend are pulling back in the short term?	Screening and watchlists (examples)	Scatter	Catalogue #71 P1	Sample
CMP-017	Peer price trend and fundamental growth Are companies with leading share prices also backed by revenue fundamentals?	Peer comparison	Scatter	Catalogue #89 P1	Sample
CMP-003	Peer risk and return distribution Are higher-returning stocks simply taking on more volatility?	Peer comparison	Scatter	Catalogue #100 P1	Sample
CMP-004	Peer maximum drawdown and recovery speed When peers fall, which ones fall further or recover more slowly?	Peer comparison	Scatter	Catalogue #101 P1	Sample
CMP-006	Peer EV/S and operating margin Is a high revenue multiple supported by higher core profitability?	Peer comparison	Scatter	Catalogue #102 P1	Sample
CMP-007	Peer P/B and ROE Do richer book-value valuations come with higher returns on shareholders' capital?	Peer comparison	Scatter	Catalogue #103 P1	Sample
CMP-008	Peer EV/EBITDA and leverage Do cheap enterprise value multiples come with heavy debt?	Peer comparison	Scatter	Catalogue #104 P1	Sample
CMP-010	Peer growth and free cash flow margin Which companies can sustain growth and generate cash at the same time?	Peer comparison	Scatter	Catalogue #105 P1	Sample
CMP-015	Peer FCF yield and net debt When the cash yield looks attractive, how much capital structure risk comes with it?	Peer comparison	Scatter	Catalogue #106 P1	Sample
SCR-007	Dividend and cash flow screen Which dividend-paying stocks also have observable cash flow support?	Screening and watchlists (examples)	Scatter	Catalogue #167 P1	Sample
VAL-039	Identifying low valuation with high debt Is a low P/E ratio merely compensation for high financial risk?	Valuation	Scatter	Catalogue #192 P1	Sample
CMP-021	Peer earnings surprises and market reaction Which companies' beats are more likely to be accompanied by a positive price reaction?	Peer comparison	Scatter	Catalogue #198 P1	Sample
CMP-027	Peer earnings and cash conversion At the same net margin, which company is better at turning earnings into cash?	Peer comparison	Scatter	Catalogue #258 P2	Sample
ERN-006	Revenue and EPS dual-surprise quadrant Is an earnings beat also backed by revenue?	Earnings and expectations	Scatter	Catalogue #267 P2	Sample
CMP-025	Peer share-based compensation and dilution Whose employee equity compensation costs place a heavier burden on common shareholders?	Peer comparison	Scatter	Catalogue #280 P2	Sample
CMP-028	Peer interest costs and interest coverage At similar leverage, which companies are more exposed to a rise in financing costs?	Peer comparison	Scatter	Catalogue #281 P2	Sample
CMP-012	Peer gross profit and expense conversion efficiency Can high-gross-margin companies also turn gross profit into operating profit?	Peer comparison	Scatter	Catalogue #298 P2	Sample
VAL-042	Valuation and earnings quality quadrant Among cheap companies, which also show good cash conversion?	Valuation	Scatter	Catalogue #321 P2	Sample
DIV-018	Ex-dividend date price adjustment observation How large is the share price change on the ex-dividend date relative to dividend per share?	Dividends and shareholder returns	Scatter	Catalogue #322 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.