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 |
|---|---|---|---|---|---|
| VAL-017 | Net current asset value discount Is the stock's market capitalization below current assets less all liabilities? | Valuation | Waterfall | Catalogue #679 P3 | Sample |
| VAL-045 | Equity value under capital structure stress For the same business valuation, how much does shareholder value fall if cash drains away or debt increases? | Valuation | Matrix | Catalogue #680 P3 | Sample |
| SCR-049 | Daily screener list changes Since results began to be saved, which stocks have newly entered, exited or stayed on the list? | Screening and watchlists (examples) | Stacked bar | Catalogue #682 P3 | Sample |
| CMP-047 | Peer data coverage and comparability Which company looks like a laggard only because of insufficient data fields? | Peer comparison | Heatmap | Catalogue #683 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 |
| FUN-049 | Financial statement line item coverage heatmap Which charts can be generated reliably for this stock, and for which is the data insufficient? | Financial statements | Heatmap | Catalogue #685 P3 | Sample |
| VAL-050 | Reliability of the valuation history sample Is the historical percentile distorted by loss-making periods, missing values or a short sample? | Valuation | Heatmap | Catalogue #686 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 |
| GRW-032 | Incremental return on invested capital Has capital added in recent years earned a better return than the existing asset base? | Growth and financial quality | Line | Catalogue #732 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-045 | Evolution of asset allocation structure Are the company's assets becoming more liquid or more asset-heavy? | Financial statements | Stacked bar | Catalogue #736 P3 | Sample |
| VAL-031 | DCF terminal value dependence How much of the valuation comes from assumptions beyond year five that are hard to observe? | Valuation | Donut | Catalogue #737 P3 | Sample |
| ERN-028 | Analyst dispersion and coverage Is a wide estimate range due to high disagreement or thin coverage? | Earnings and expectations | Scatter | Catalogue #738 P3 | Sample |
| ERN-032 | Revenue growth and market reward Is the market rewarding revenue growth this earnings season? | Earnings and expectations | Scatter | Catalogue #739 P3 | Sample |
| ERN-035 | Where this surprise ranks historically Is this beat unusual for the company? | Earnings and expectations | Range | Catalogue #740 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-042 | Share dilution risk screen Which companies' per-share figures may be affected by a continuing rise in share count? | Screening and watchlists (examples) | Bar | Catalogue #757 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 |
| 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-027 | Allocation of earnings between parent and minority shareholders How much of consolidated earnings actually belongs to common shareholders? | Financial statements | Waterfall | Catalogue #761 P3 | Sample |
| FUN-028 | Earnings from continuing and discontinued operations Is the latest earnings still generated by the businesses that will be retained? | Financial statements | Stacked bar | Catalogue #762 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 |
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.