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 |
|---|---|---|---|---|---|
| DIV-040 | Reinvesting vs. taking cash comparison For the same stock, how much does long-term wealth differ between taking dividends as cash and reinvesting them? | Dividends and shareholder returns | Multi-series | Catalogue #158 P1 | Sample |
| DIV-041 | Contribution of price and dividends to holding return Does the return from holding this stock come mainly from price gains or from dividend income? | Dividends and shareholder returns | Stacked bar | Catalogue #159 P1 | Sample |
| DIV-042 | Forward dividend yield vs. actual trailing dividend yield Does the high forward yield shown by the data provider reflect recent dividend increases or special dividends? | Dividends and shareholder returns | Bar | Catalogue #160 P1 | Sample |
| ERN-003 | Earnings surprise leaderboard Which newly reporting companies beat analyst expectations by the most? | Earnings and expectations | Bar | Catalogue #161 P1 | Sample |
| SCR-007 | Dividend and cash flow screen Which dividend-paying stocks also have observable cash flow support? | Screening and watchlists (examples) | Scatter | Catalogue #167 P1 | Sample |
| VAL-004 | Earnings yield For every hundred of share market value, how much annual reported earnings does it correspond to? | Valuation | Bar | Catalogue #169 P1 | Sample |
| VAL-011 | Multiple historical valuation percentiles Is the cheap or expensive conclusion consistent across different valuation methods? | Valuation | Bar | Catalogue #170 P1 | Sample |
| FUN-003 | Full income statement comparison At which cost line do profit changes mainly occur? | Financial statements | Table | Catalogue #174 P1 | Sample |
| FUN-004 | Full balance sheet comparison Is asset expansion being funded by higher debt or equity? | Financial statements | Table | Catalogue #175 P1 | Sample |
| FUN-005 | Full cash flow statement comparison Beyond earnings, where does the company actually receive and pay cash? | Financial statements | Table | Catalogue #176 P1 | Sample |
| FUN-009 | Net income to operating cash flow bridge Why didn't reported earnings turn into the same amount of cash? | Financial statements | Waterfall | Catalogue #177 P1 | Sample |
| CMP-041 | Peer price and financial statement change priority list Which companies show the largest simultaneous changes in share price and earnings updates and merit research first? | Peer comparison | Table | Catalogue #178 P1 | Sample |
| ERN-005 | Price path around announcements How long does the market repricing last after results are announced? | Earnings and expectations | Line | Catalogue #183 P1 | Sample |
| CMP-016 | Cash runway of loss-making peers Among comparable pre-profit companies, which are most likely to need financing soon? | Peer comparison | Bar | Catalogue #184 P1 | Sample |
| DIV-012 | Personal after-tax-and-fees dividend income detail Based on the withholding tax and fee assumptions I entered, how much dividend income do I actually keep? | Dividends and shareholder returns | Waterfall | Catalogue #185 P1 | Sample |
| DIV-022 | Yield excluding special dividends If one-off dividends do not recur, what would the trailing dividend yield be? | Dividends and shareholder returns | Bar | Catalogue #186 P1 | Sample |
| DIV-035 | Personal dividend income concentration Does my annual income depend too heavily on a few companies? | Dividends and shareholder returns | Bar | Catalogue #187 P1 | Sample |
| DIV-039 | Personal dividend cut stress test If major holdings cut their dividends, how far short of my income target would I fall? | Dividends and shareholder returns | Waterfall | Catalogue #188 P1 | Sample |
| GRW-028 | Cash burn acceleration Is the cash burn rate of loss-making companies getting worse? | Growth and financial quality | Multi-series | Catalogue #189 P1 | Sample |
| VAL-027 | Custom target multiple valuation workbench If the company traded at the peer multiples I consider reasonable, what would the share price be? | Valuation | Table | Catalogue #191 P1 | Sample |
| VAL-039 | Identifying low valuation with high debt Is a low P/E ratio merely compensation for high financial risk? | Valuation | Scatter | Catalogue #192 P1 | Sample |
| GRW-010 | Simplified return on invested capital (ROIC) Does the equity and debt capital deployed in the business generate sufficient operating profit? | Growth and financial quality | Line | Catalogue #196 P1 | Sample |
| VAL-022 | Discounted cash flow valuation model Under my own growth and discount rate assumptions, what is the enterprise value? | Valuation | Multi-series | Catalogue #197 P1 | Sample |
| CMP-021 | Peer earnings surprises and market reaction Which companies' beats are more likely to be accompanied by a positive price reaction? | Peer comparison | Scatter | Catalogue #198 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.