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 |
|---|---|---|---|---|---|
| ERN-014 | Consecutive earnings beat record Which companies keep delivering results above expectations? | Earnings and expectations | Table | Catalogue #541 P3 | Sample |
| VAL-046 | Negative enterprise value candidate check Do companies that appear to hold more cash than their market value still carry overlooked obligations? | Valuation | Table | Catalogue #593 P3 | Sample |
| ERN-036 | Beat-streak break alert Which companies have ended a long record of beating expectations? | Earnings and expectations | Table | Catalogue #629 P3 | Sample |
| DIV-048 | Dividend data availability check Which stocks cannot reliably support a dividend-income calendar or cash flow forecast? | Dividends and shareholder returns | Table | Catalogue #684 P3 | Sample |
| ERN-040 | Earnings schedule revision log How has a company's announcement date changed from the earlier schedule? | Earnings and expectations | Table | Catalogue #721 P3 | Sample |
| FUN-040 | Share count bases and stock split comparison Is the share count used for earnings per share and market capitalization consistent? | Financial statements | Table | Catalogue #731 P3 | Sample |
| FUN-050 | Quote and reporting currency basis table Can market capitalization, earnings and per-share amounts for cross-currency stocks be divided directly? | Financial statements | Table | Catalogue #733 P3 | Sample |
| FUN-041 | Reconciliation of quarterly and cumulative reporting bases Is quarterly growth being distorted by year-to-date cumulative figures? | Financial statements | Table | Catalogue #755 P3 | Sample |
| SCR-046 | Report on why candidates were excluded Why did a stock I was following not make the final list? | Screening and watchlists (examples) | Table | Catalogue #758 P3 | Sample |
| ERN-018 | Guarding against distorted near-zero EPS surprises Is a huge percentage surprise merely because the estimate is close to zero? | Earnings and expectations | Table | Catalogue #772 P3 | Sample |
| ERN-029 | Earnings list lacking consensus Which upcoming reporters have no valid market estimate? | Earnings and expectations | Table | Catalogue #774 P3 | Sample |
| FUN-042 | Three-statement accounting balance check Are there reconciliation differences in the current data significant enough to affect analysis? | Financial statements | Table | Catalogue #784 P3 | Sample |
| ERN-050 | Results update review checklist After release, which core figures are still awaiting an update? | Earnings and expectations | Table | Catalogue #864 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.