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-045 | Earnings estimate error distribution How accurate are market estimates for this company, typically? | Earnings and expectations | Histogram | Catalogue #823 P4 | Sample |
| DIV-047 | Shift in peak dividend payment month Has the company recently moved its main dividend payment from one month to another? | Dividends and shareholder returns | Heatmap | Catalogue #844 P4 | Sample |
| ERN-033 | Single-stock price sensitivity to earnings surprises How sensitive is this company's share price to EPS surprises? | Earnings and expectations | Scatter | Catalogue #845 P4 | Sample |
| SCR-043 | Working capital stress candidates Which companies have receivables or inventory growing faster than revenue? | Screening and watchlists (examples) | Scatter | Catalogue #858 P4 | Sample |
| SCR-050 | Research list version comparison Which candidates do the lists from two screening methods share, and which are unique to each? | Screening and watchlists (examples) | Matrix | Catalogue #859 P4 | Sample |
| ERN-039 | Lag from fiscal period end to announcement Which companies take longer to report results? | Earnings and expectations | Range | Catalogue #863 P4 | 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 |
| FUN-034 | Disclosed lease obligations Are lease commitments beyond on-balance-sheet borrowings material? | Financial statements | Multi-series | Catalogue #868 P4 | Sample |
| ERN-031 | Consensus update absorption lag How long after results are published is an earnings consensus update first observed? | Earnings and expectations | Histogram | Catalogue #886 P4 | Sample |
| FUN-047 | Shareholders' equity composition Is book equity driven mainly by accumulated earnings or by shareholder capital contributions? | Financial statements | Stacked bar | Catalogue #899 P4 | Sample |
| FUN-029 | Impact of other comprehensive income on equity Do changes in book value come from items that do not pass through the income statement? | Financial statements | Multi-series | Catalogue #905 P4 | Sample |
| ERN-048 | Earnings data availability audit Which data gaps could make earnings rankings misleading? | Earnings and expectations | Matrix | Catalogue #910 P4 | Sample |
| FUN-037 | Unclassified investing outflow tracker Is a major cash flow change hidden in other investing items that require reading the notes? | Financial statements | Multi-series | Catalogue #943 P4 | Sample |
| ERN-047 | Quarterly EPS and full-year reconciliation Does the sum of quarterly EPS match the annual figure? | Earnings and expectations | Waterfall | Catalogue #944 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.