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 |
|---|---|---|---|---|---|
| SCR-001 | Interactive stock screener table Which stocks meet my market, size, valuation and trading criteria all at once? | Screening and watchlists (examples) | Table | Catalogue #2 P0 | Sample |
| DIV-001 | Upcoming ex-dividend calendar Which watched stocks are going ex-dividend soon and need their dividend payment details checked first? | Dividends and shareholder returns | Calendar | Catalogue #10 P0 | Sample |
| SCR-002 | Watchlist daily overview Which changes in the stocks I follow are worth a closer look today? | Screening and watchlists (examples) | Table | Catalogue #11 P0 | Sample |
| VAL-001 | Latest company valuation overview Based on the latest available earnings, revenue and assets, where does the current share price look expensive? | Valuation | Multi-series | Catalogue #17 P0 | Sample |
| CMP-001 | Peer comparison summary table When screening stocks within the same sector, which company has the edge on valuation, growth, earnings and risk? | Peer comparison | Table | Catalogue #19 P0 | Sample |
| CMP-002 | Peer total return comparison including dividends Among similar companies, which one has truly built more wealth for shareholders? | Peer comparison | Line | Catalogue #20 P0 | Sample |
| DIV-002 | High dividend yield ranking Which dividend-paying stocks merit further research into their yield and sustainability? | Dividends and shareholder returns | Table | Catalogue #21 P0 | Sample |
| DIV-010 | Estimated annual dividend income from personal holdings How much annual income could the stocks I hold generate under known dividend assumptions? | Dividends and shareholder returns | Bar | Catalogue #22 P0 | Sample |
| DIV-011 | Expected monthly dividend cash flow for personal holdings Based on the payment dates confirmed by companies, in which months do I expect to receive cash from my holdings? | Dividends and shareholder returns | Bar | Catalogue #23 P0 | Sample |
| 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 |
| VAL-032 | Analyst target price versus current price gap How far is the current share price from the data provider's average analyst target? | Valuation | Multi-series | Catalogue #49 P0 | Sample |
| FUN-001 | Company financials at a glance Do the company's revenue, earnings, cash and debt jointly support the investment thesis? | Financial statements | Multi-series | Catalogue #50 P0 | Sample |
| GRW-001 | Growth and financial quality overview While the company is growing, has the quality of earnings, cash and the balance sheet deteriorated? | Growth and financial quality | Multi-series | Catalogue #51 P1 | Sample |
| SCR-011 | Watchlist threshold change alerts Which stocks have just met the price, valuation or risk conditions I set? | Screening and watchlists (examples) | Table | Catalogue #52 P1 | Sample |
| SCR-015 | Watchlist news and moves What recent sourced news is there on the companies I follow? | Screening and watchlists (examples) | Table | Catalogue #53 P1 | Sample |
| SCR-016 | New-high persistence screen Which stocks making new highs are not just a one-day standout? | Screening and watchlists (examples) | Bar | Catalogue #54 P1 | Sample |
| SCR-017 | Long-term trend turn-up list Which stocks have just moved from below to above their long-term moving average? | Screening and watchlists (examples) | Table | Catalogue #55 P1 | Sample |
| VAL-002 | P/E ratio history and range Where does current earnings pricing stand relative to the company's own usable history? | Valuation | Line | Catalogue #59 P1 | Sample |
| CMP-020 | Peer earnings estimate revision breadth How many companies in the sector have recently been receiving upward earnings estimate revisions? | Peer comparison | Bar | Catalogue #60 P1 | Sample |
| CMP-049 | Latest peer financial statement updates Among companies in this industry that have just reported results, whose changes deserve a look first? | Peer comparison | Table | Catalogue #61 P1 | Sample |
| DIV-015 | Dividend cut and suspension watchlist Which regular dividend payers have recently shown income changes that need review? | Dividends and shareholder returns | Table | Catalogue #62 P1 | Sample |
| GRW-048 | Forward growth and estimate revisions Is analyst-expected growth improving or deteriorating across the board? | Growth and financial quality | Multi-series | Catalogue #64 P1 | 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.