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 |
|---|---|---|---|---|---|
| GRW-046 | Profit resilience during revenue declines Can the company maintain its core margin when revenue falls? | Growth and financial quality | Scatter | Catalogue #531 P3 | Sample |
| GRW-049 | Growth outpacing self-funding capacity Is the company actually growing faster than the simplified rate its retained earnings can support? | Growth and financial quality | Multi-series | Catalogue #532 P3 | Sample |
| VAL-016 | Tangible book value valuation After deducting goodwill and intangible assets, how much of the book equity cushion remains? | Valuation | Multi-series | Catalogue #533 P3 | Sample |
| VAL-025 | Dividend discount valuation Can expected sustainable dividend payments support the current share price? | Valuation | Multi-series | Catalogue #534 P3 | Sample |
| VAL-040 | Cash burn and post-financing valuation If a loss-making company needs to raise funds, how much could its current valuation be diluted? | Valuation | Matrix | Catalogue #535 P3 | Sample |
| VAL-041 | Historical pairing of revenue growth and EV/S When a company's growth slows, has its valuation adjusted accordingly? | Valuation | Scatter | Catalogue #536 P3 | Sample |
| VAL-043 | Cycle-normalized earnings valuation When earnings are at a cyclical peak or trough, how misleading is the current P/E? | Valuation | Multi-series | Catalogue #537 P3 | Sample |
| VAL-044 | Combined range from multiple valuation methods How widely do the results of different valuation methods diverge? | Valuation | Range | Catalogue #538 P3 | Sample |
| ERN-010 | Revenue consensus range How much do market views differ on the level of revenue? | Earnings and expectations | Range | Catalogue #539 P3 | Sample |
| VAL-048 | Valuation data timing gap check Does the cheap valuation I see simply reflect different update times for price and earnings data? | Valuation | Table | Catalogue #540 P3 | Sample |
| ERN-014 | Consecutive earnings beat record Which companies keep delivering results above expectations? | Earnings and expectations | Table | Catalogue #541 P3 | Sample |
| ERN-042 | Earnings scenario valuation ladder What valuation do the low, medium and high earnings scenarios imply? | Earnings and expectations | Range | Catalogue #542 P3 | Sample |
| SCR-031 | Analyst target price divergence screener Which stocks have a large gap between the sourced target price and the current price, with verifiable data? | Screening and watchlists (examples) | Range | Catalogue #552 P3 | Sample |
| DIV-027 | Cash reserve dividend buffer In a static scenario with no new cash generated, how many years of dividends can cash cover? | Dividends and shareholder returns | Bar | Catalogue #553 P3 | Sample |
| DIV-045 | Pre-tax cash return and inflation scenario Can nominal dividend growth maintain purchasing power under the specified inflation assumption? | Dividends and shareholder returns | Line | Catalogue #554 P3 | Sample |
| FUN-022 | Selling and administrative expense discipline Is revenue growing faster than day-to-day operating expenses? | Financial statements | Multi-series | Catalogue #555 P3 | Sample |
| ERN-017 | Earnings surprise cash verification Does an earnings beat translate into operating cash? | Earnings and expectations | Scatter | Catalogue #556 P3 | Sample |
| ERN-021 | Pre-announcement run-up and post-announcement pullback Are companies that rose sharply before results prone to giving back gains? | Earnings and expectations | Scatter | Catalogue #557 P3 | Sample |
| ERN-030 | Industry earnings revision diffusion Which industries are upward revisions to expectations spreading to? | Earnings and expectations | Heatmap | Catalogue #558 P3 | Sample |
| ERN-044 | Post-results target price revisions Has the average analyst target price changed after the latest results? | Earnings and expectations | Bar | Catalogue #559 P3 | Sample |
| SCR-032 | Earnings beat candidates Which companies' latest reported EPS is above the consensus available for that period? | Screening and watchlists (examples) | Scatter | Catalogue #569 P3 | Sample |
| SCR-034 | News sentiment vs. price divergence Which stocks have recent news scores that disagree with price direction and merit a look at the source articles? | Screening and watchlists (examples) | Scatter | Catalogue #570 P3 | Sample |
| SCR-040 | Small-cap liquidity threshold screen Which small companies still have reasonably sufficient and continuous trading activity? | Screening and watchlists (examples) | Scatter | Catalogue #571 P3 | Sample |
| CMP-022 | Peer R&D intensity and profitability Do R&D-heavy companies have higher gross margins or lower near-term operating profit? | Peer comparison | Scatter | Catalogue #581 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.