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-032 | Fixed assets: gross value, net value and depreciation Are the company's productive assets expanding or ageing? | Financial statements | Multi-series | Catalogue #764 P3 | Sample |
| FUN-039 | Bridge between net borrowings and debt balance Can the increase in debt be explained by cash borrowing flows? | Financial statements | Waterfall | Catalogue #765 P3 | Sample |
| FUN-046 | Liability composition and operating financing Are the company's liabilities mainly bank borrowings or day-to-day operating obligations? | Financial statements | Stacked bar | Catalogue #766 P3 | Sample |
| GRW-019 | Fixed asset turnover efficiency Has investment in plants, equipment and physical assets translated into sales? | Growth and financial quality | Line | Catalogue #767 P3 | Sample |
| VAL-019 | Earnings valuation excluding net cash After stripping out excess cash, what is the market paying for operating earnings? | Valuation | Multi-series | Catalogue #768 P3 | Sample |
| ERN-038 | Earnings calendar congestion On which days is the market's information load concentrated? | Earnings and expectations | Bar | Catalogue #769 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-026 | Pre-market and post-market release distribution In which trading session is earnings information mainly released? | Earnings and expectations | Stacked bar | Catalogue #773 P3 | Sample |
| ERN-029 | Earnings list lacking consensus Which upcoming reporters have no valid market estimate? | Earnings and expectations | Table | Catalogue #774 P3 | Sample |
| ERN-046 | Earnings growth contribution in the reporting season Which companies are driving reported earnings growth in the industry? | Earnings and expectations | Waterfall | Catalogue #775 P3 | Sample |
| SCR-041 | Price moves with little news Which unusual share price moves lack enough news coverage and should be prioritized for further research? | Screening and watchlists (examples) | Scatter | Catalogue #777 P3 | Sample |
| SCR-045 | Stock-screening data availability map Which candidates lack the core data needed to support research? | Screening and watchlists (examples) | Matrix | Catalogue #778 P3 | Sample |
| SCR-048 | Watchlist homogeneity Do most of the stocks on the watchlist share the same price and industry style risk? | Screening and watchlists (examples) | Matrix | Catalogue #779 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 |
| VAL-021 | PEGY including dividends Are mature dividend-paying companies overlooked by the growth-only PEG? | Valuation | Multi-series | Catalogue #785 P3 | Sample |
| VAL-047 | ROE and theoretical P/B scenarios If long-term ROE stays stable, how does the cost of equity affect a reasonable P/B assumption? | Valuation | Matrix | Catalogue #790 P3 | Sample |
| SCR-044 | Cash burn and runway list For companies that keep burning operating cash, how long can existing cash cover them? | Screening and watchlists (examples) | Bar | Catalogue #801 P4 | Sample |
| SCR-047 | Stock screening threshold sensitivity Does the candidate list change substantially when a threshold is adjusted slightly? | Screening and watchlists (examples) | Line | Catalogue #802 P4 | Sample |
| DIV-031 | Contribution of share count reduction to dividend per share Is a higher dividend per share due to a larger total payout or to the payout being spread over fewer shares? | Dividends and shareholder returns | Waterfall | Catalogue #803 P4 | Sample |
| GRW-034 | Revenue efficiency after R&D spending After past R&D expenses increased, did revenue and gross profit grow in step? | Growth and financial quality | Scatter | Catalogue #804 P4 | Sample |
| GRW-038 | Reinvestment efficiency of retained earnings Are earnings retained over several years followed by higher future earnings? | Growth and financial quality | Multi-series | Catalogue #805 P4 | Sample |
| VAL-026 | Residual income valuation By how much must a company's future ROE exceed its cost of equity to support its price-to-book ratio? | Valuation | Multi-series | Catalogue #806 P4 | Sample |
| VAL-030 | Terminal multiple required for a target share price Can my target price only be reached with a very high exit valuation? | Valuation | Line | Catalogue #807 P4 | Sample |
| ERN-037 | Quarterly earnings seasonality map How do the latest results deviate from the normal seasonal pattern? | Earnings and expectations | Heatmap | Catalogue #822 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.