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 |
|---|---|---|---|---|---|
| SCR-009 | Value and quality cross-screen Which relatively low-valuation companies also have better asset and earnings quality? | Screening and watchlists (examples) | Scatter | Catalogue #68 P1 | Sample |
| SCR-010 | Growth versus valuation trade-off Which companies have earnings growth while their valuation is not in the most expensive range among peers? | Screening and watchlists (examples) | Scatter | Catalogue #69 P1 | Sample |
| VAL-003 | Gap between forward and trailing P/E Is the market already relying on a future earnings recovery to support the share price? | Valuation | Bar | Catalogue #70 P1 | Sample |
| SCR-018 | Uptrend pullback list Which stocks in a long-term uptrend are pulling back in the short term? | Screening and watchlists (examples) | Scatter | Catalogue #71 P1 | Sample |
| FUN-002 | Revenue and net income dual-axis trend Is business growth translating into shareholder earnings? | Financial statements | Multi-series | Catalogue #73 P1 | Sample |
| SCR-006 | Upcoming results candidate list Which companies that meet my basic criteria are about to report results? | Screening and watchlists (examples) | Calendar | Catalogue #77 P1 | Sample |
| SCR-008 | Price breakout research list Which stocks have just broken out of their recent range with trading volume support? | Screening and watchlists (examples) | Table | Catalogue #78 P1 | Sample |
| SCR-012 | Step-by-step stock screening funnel How many candidates remain after each added criterion, and which criterion is the strictest? | Screening and watchlists (examples) | Bar | Catalogue #79 P1 | Sample |
| SCR-014 | Performance after watchlist addition After being added to the research list, how have the share price and the benchmark changed? | Screening and watchlists (examples) | Line | Catalogue #80 P1 | Sample |
| SCR-019 | Oversold list with fundamental exclusions Which weak-priced stocks remain after applying the fundamental criteria set? | Screening and watchlists (examples) | Table | Catalogue #81 P1 | Sample |
| DIV-037 | Capital required for a dividend income target Under the specified yield scenarios, how much capital do I need to reach a monthly dividend income target? | Dividends and shareholder returns | Line | Catalogue #84 P1 | Sample |
| SCR-003 | Screening intent versus criteria mapping When your own investment requirements are turned into screening criteria, which are clearly defined and which remain ambiguous? | Screening and watchlists (examples) | Table | Catalogue #85 P1 | Sample |
| VAL-012 | Share price bands implied by different P/E ratios Holding earnings constant at the specified level, what price does each market multiple imply? | Valuation | Range | Catalogue #86 P1 | Sample |
| VAL-029 | Bull, base and bear valuation scenarios How wide is the valuation range when operating results and market pricing both change? | Valuation | Range | Catalogue #87 P1 | Sample |
| ERN-001 | This week's earnings calendar Which companies are about to report results? | Earnings and expectations | Calendar | Catalogue #88 P1 | Sample |
| CMP-017 | Peer price trend and fundamental growth Are companies with leading share prices also backed by revenue fundamentals? | Peer comparison | Scatter | Catalogue #89 P1 | Sample |
| ERN-002 | Single-stock earnings one-page overview By how much did the latest results beat expectations, and how did the market react? | Earnings and expectations | Multi-series | Catalogue #90 P1 | Sample |
| GRW-047 | Earnings beat persistence Does the company repeatedly beat analyst expectations, or only occasionally? | Growth and financial quality | Bar | Catalogue #92 P1 | Sample |
| CMP-003 | Peer risk and return distribution Are higher-returning stocks simply taking on more volatility? | Peer comparison | Scatter | Catalogue #100 P1 | Sample |
| CMP-004 | Peer maximum drawdown and recovery speed When peers fall, which ones fall further or recover more slowly? | Peer comparison | Scatter | Catalogue #101 P1 | Sample |
| CMP-006 | Peer EV/S and operating margin Is a high revenue multiple supported by higher core profitability? | Peer comparison | Scatter | Catalogue #102 P1 | Sample |
| CMP-007 | Peer P/B and ROE Do richer book-value valuations come with higher returns on shareholders' capital? | Peer comparison | Scatter | Catalogue #103 P1 | Sample |
| CMP-008 | Peer EV/EBITDA and leverage Do cheap enterprise value multiples come with heavy debt? | Peer comparison | Scatter | Catalogue #104 P1 | Sample |
| CMP-010 | Peer growth and free cash flow margin Which companies can sustain growth and generate cash at the same time? | Peer comparison | Scatter | Catalogue #105 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.