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 |
|---|---|---|---|---|---|
| FUN-020 | Operating expense breakdown Is expense growth driven by R&D investment or by rising administrative costs? | Financial statements | Stacked bar | Catalogue #497 P2 | Sample |
| SCR-039 | Gap and follow-through screen Which stocks had a significant opening gap, and how much of it was still intact at the close? | Screening and watchlists (examples) | Scatter | Catalogue #498 P2 | Sample |
| GRW-018 | Total asset turnover efficiency Do additional assets generate a proportionate amount of revenue? | Growth and financial quality | Line | Catalogue #499 P2 | Sample |
| GRW-021 | Quick ratio Without relying on selling inventory, are short-term assets enough to cover short-term obligations? | Growth and financial quality | Line | Catalogue #500 P2 | Sample |
| CMP-043 | Peer relative price and relative revenue scale When the price gap between two companies widens, does the gap in their fundamental scale widen too? | Peer comparison | Multi-series | Catalogue #501 P3 | Sample |
| DIV-020 | Event returns including dividends around ex-dividend dates Does looking only at the post-ex-dividend price drop understate the actual total return? | Dividends and shareholder returns | Line | Catalogue #502 P3 | Sample |
| ERN-016 | Earnings beats and gross margin quality Do earnings surprises come with improving gross margins? | Earnings and expectations | Scatter | Catalogue #503 P3 | Sample |
| VAL-038 | Gross profit valuation of loss-making companies For companies that are not yet profitable, what price does the market put on the gross profit they actually generate? | Valuation | Multi-series | Catalogue #512 P3 | Sample |
| SCR-033 | Insider open-market purchase screen Which US companies have verifiable records of insider open-market purchases? | Screening and watchlists (examples) | Table | Catalogue #515 P3 | Sample |
| SCR-035 | Low historical volatility screen Which stocks that meet the liquidity threshold have had fewer large price swings over the recent common period? | Screening and watchlists (examples) | Bar | Catalogue #516 P3 | Sample |
| CMP-013 | Peer return on capital and reinvestment Do companies with a high return on capital have room to keep investing? | Peer comparison | Scatter | Catalogue #517 P3 | Sample |
| CMP-023 | Peer SG&A and revenue efficiency Among similar companies, which ones capture more revenue with lower overhead? | Peer comparison | Scatter | Catalogue #518 P3 | Sample |
| CMP-024 | Peer capital expenditure and return on capital Do companies that invest more in equipment also earn a higher return on capital? | Peer comparison | Scatter | Catalogue #519 P3 | Sample |
| CMP-033 | Peer growth stability and valuation Is the market paying a premium for steadier revenue growth? | Peer comparison | Scatter | Catalogue #520 P3 | Sample |
| CMP-034 | Peer earnings volatility vs. share price volatility Do companies with more volatile share prices also have less stable operating profit? | Peer comparison | Scatter | Catalogue #521 P3 | Sample |
| CMP-036 | Peer asset-light vs. asset-heavy model comparison Which company's earnings model requires less capital? | Peer comparison | Scatter | Catalogue #522 P3 | Sample |
| CMP-039 | Earnings concentration among covered peers Is reported industry earnings concentrated in a few leaders? | Peer comparison | Bar | Catalogue #523 P3 | Sample |
| DIV-029 | Balance between shareholder distributions and capital investment Does the company favor returning cash now or investing in long-term assets? | Dividends and shareholder returns | Stacked bar | Catalogue #524 P3 | Sample |
| DIV-033 | Pressure of total shareholder distributions on earnings After including net equity distributions, is the company returning more cash to shareholders than it earns? | Dividends and shareholder returns | Multi-series | Catalogue #525 P3 | Sample |
| FUN-026 | Reliance on non-operating gains and losses How much of current earnings comes from outside core operations? | Financial statements | Waterfall | Catalogue #526 P3 | Sample |
| FUN-036 | Financing cash flow structure Is the company returning cash to shareholders or raising money from outside markets? | Financial statements | Waterfall | Catalogue #527 P3 | Sample |
| GRW-035 | Operating leverage of SG&A expenses Can the company grow sales without raising overhead proportionally? | Growth and financial quality | Multi-series | Catalogue #528 P3 | Sample |
| GRW-039 | Goodwill risk to shareholders' equity If goodwill is impaired, how sensitive could the book equity cushion be? | Growth and financial quality | Multi-series | Catalogue #529 P3 | Sample |
| GRW-042 | Incremental cash needs of sales growth For each additional dollar of revenue, how much extra working capital does the company tie up? | Growth and financial quality | Scatter | Catalogue #530 P3 | 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.