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-025 | Revenue growth acceleration screener Which companies have reported revenue growth rates that have risen consecutively? | Screening and watchlists (examples) | Line | Catalogue #277 P2 | Sample |
| SCR-028 | Earnings stability screener Which companies have had relatively steady past earnings, with fewer sharp swings? | Screening and watchlists (examples) | Bar | Catalogue #278 P2 | Sample |
| SCR-029 | Dividend growth record screener Which companies have a longer unbroken record of dividend per share increases? | Screening and watchlists (examples) | Bar | Catalogue #279 P2 | Sample |
| CMP-025 | Peer share-based compensation and dilution Whose employee equity compensation costs place a heavier burden on common shareholders? | Peer comparison | Scatter | Catalogue #280 P2 | Sample |
| CMP-028 | Peer interest costs and interest coverage At similar leverage, which companies are more exposed to a rise in financing costs? | Peer comparison | Scatter | Catalogue #281 P2 | Sample |
| DIV-025 | Increased borrowing and cash distributions Do dividend payments and equity distributions depend on new borrowing at the same time? | Dividends and shareholder returns | Multi-series | Catalogue #282 P2 | Sample |
| DIV-030 | Equity cash flow and actual dilution When a company spends cash to net repurchase equity, does shareholders' ownership percentage actually improve? | Dividends and shareholder returns | Multi-series | Catalogue #283 P2 | Sample |
| FUN-013 | Short-term and long-term debt maturity structure Is there noticeable refinancing pressure over the next year? | Financial statements | Stacked bar | Catalogue #284 P2 | Sample |
| GRW-013 | Cash flow accruals ratio Is the extent to which earnings exceed cash actually received continuing to widen? | Growth and financial quality | Line | Catalogue #285 P2 | Sample |
| GRW-029 | Reliance on external financing Does the company need to keep raising money from capital markets to sustain its operations? | Growth and financial quality | Multi-series | Catalogue #286 P2 | Sample |
| VAL-024 | Reverse DCF implied growth How much growth does the current share price require the company to deliver? | Valuation | Line | Catalogue #287 P2 | Sample |
| GRW-020 | Current ratio Can current assets cover current liabilities within one year? | Growth and financial quality | Line | Catalogue #289 P2 | Sample |
| ERN-011 | Earnings season beat rate Is this earnings season overall better than expected? | Earnings and expectations | Line | Catalogue #290 P2 | Sample |
| SCR-021 | Free cash flow turnaround screen Which companies have recently shifted from burning cash to generating free cash flow? | Screening and watchlists (examples) | Waterfall | Catalogue #295 P2 | Sample |
| VAL-020 | Growth-adjusted P/E ratio (PEG) Is a higher P/E ratio matched by usable earnings growth expectations? | Valuation | Multi-series | Catalogue #296 P2 | Sample |
| VAL-034 | Analyst support at high valuations Do high-multiple companies have broad or only limited analyst support? | Valuation | Multi-series | Catalogue #297 P2 | Sample |
| CMP-012 | Peer gross profit and expense conversion efficiency Can high-gross-margin companies also turn gross profit into operating profit? | Peer comparison | Scatter | Catalogue #298 P2 | Sample |
| CMP-018 | Conflicting peer valuation rankings across methods Is a seemingly cheap peer cheap only on earnings multiples, and expensive on cash flow or enterprise value? | Peer comparison | Matrix | Catalogue #299 P2 | Sample |
| CMP-044 | Sources of peer valuation gaps Can the valuation gap between two similar businesses be explained by differences in growth or margins? | Peer comparison | Multi-series | Catalogue #300 P2 | Sample |
| CMP-050 | Peer multi-factor weight sensitivity How does the stock ranking change if I favor growth, value or financial safety? | Peer comparison | Matrix | Catalogue #301 P2 | Sample |
| DIV-004 | Sources of annual dividend increase Is the increase in annual dividends per share due to higher regular dividends, more dividend payments, or special dividends? | Dividends and shareholder returns | Waterfall | Catalogue #302 P2 | Sample |
| DIV-021 | Regular vs special dividend split Does a company's seemingly high payout depend on occasional special distributions? | Dividends and shareholder returns | Stacked bar | Catalogue #303 P2 | Sample |
| DIV-028 | Free cash flow remaining after dividends After paying dividends, how much cash does the company have left to repay debt or invest? | Dividends and shareholder returns | Bar | Catalogue #304 P2 | Sample |
| FUN-008 | Bridge from annual data to latest TTM How much has the business changed over the latest four quarters since the annual report? | Financial statements | Waterfall | Catalogue #305 P2 | 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.