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Customer Reviews (0)Equity research forms a multi-billion dollar industry for investment banks. At its core, it involves thousands of analysts, worldwide, providing the market valuable information on companies, industries, and trends. What makes their work attain the hallowed status of research, and different from mere data or run-of-the-mill information, is the actionable insight on stocks these provide. In doing this, an equity research report scores big.
Today, over 90% of equity research is consumed by fund managers, who have the Wall Street relationships to acquire it and the analyst resources to mine it for insights. For corporate strategy professionals, who lack this access, however, equity research has always been challenging to obtain and navigate.
Equity research is developed by sell-side firms to help investors and hedge fund managers discover market opportunities and make informed investment decisions. Increasingly, forward-looking corporations also view this expert analysis as a highly valuable tool to inform strategic decision-making.
There are thousands of sell-side firms that employ expert analysts around the globe to write equity research . The majority of firms producing equity research are hyper-focused and only have one or two analysts developing reports on a specific industry. However, larger firms, such as Morgan Stanley and Bank of America, collectively employ thousands of analysts to write reports on thousands of public companies – covering everything from technology, media and telecommunications giants to niche products.
An equity research report is a document that an equity research analyst prepares to share insight on whether investors should buy, hold, or sell shares of a public company. In an equity research report, analysts lay out their recommendation, target price, investment thesis, valuation, and risks.
From macro market trends and industry analyses to company deep-dives, our Equity Research Report Templates provides corporate professionals with a 360-degree view of every market. With the expertise of thousands of analysts on your side, you can compare insights, validate internal assumptions, and generate new ideas to guide critical business decisions and strategies. The 100% editable and customizable nature of the templates provides you with the flexibility to edit your presentations. The content-ready slides give you the much-needed structure.
Let's explore these templates.
This PPT Deck focuses on the performance of a particular stock. An equity research report helps the investor take an informed decision while making any particular investment. This presentation is helpful for equity research analysts and investment bankers with an objective to analyze the target company's financial performance, ratios and their financial model. The PowerPoint Slide provides an overview of the equity research report and the analyst overview for the same. It includes the overview of the company, the income statement, balance sheet, vertical and horizontal analysis, shareholding pattern of the organization, its SWOT analysis and historical share price performance. Multiple valuation methods, such as discounted cash flow, relative value approach, and precedents analysis are also included. Download Now!
This PPT Template lists four types of reports that equity analysts can create. The reports are broken down into Financial Knowledge, Report on Quarterly/Annual Results Update, Report on Industries and Sectors, and Flash Reports. Financial Knowledge reports require knowledge of financial accounting and how to evaluate financial statements. Report on Quarterly/Annual Results Updates examine a company’s financial performance. Reports on Industries and Sectors assess trends and challenges within a particular market. Flash reports provide quick updates on company or industry developments. Download Now!
The PPT Slide is a financial presentation that summarizes the essential aspects analysts consider when evaluating a company, industry or sector to manage investments. The slide outlines the key components of an equity research report including an executive summary, industry overview, financial forecasting and valuation. The executive summary provides a brief overview of the analyst's main conclusions and recommendations. The industry overview examines the industry the company operates in and its health. Financial forecasting involves predicting the company's financial performance. Valuation estimates the company's intrinsic value using numeric and scientific analysis. Download Now!
The PPT Layout outlines a process for creating an equity research report. An equity research report is a document that analyzes a company's financial health and prospects, and provides an investment recommendation. The slide outlines eight steps to follow when writing an equity research report. These steps include compiling detailed information, specifying a target price, taking extensive notes, and conducting valuation analysis. The slide also highlights the importance of citing sources, developing a financial model, including a recommendation, and writing a clear conclusion. Download Now!
The PPT Slide is an overview of an equity research report. An equity research report provides an analysis of a company's stock. The report includes information about the company's financial performance, its industry, and its competitors. The analyst also provides a recommendation on whether to buy, hold, or sell the stock. The PPT Template records information like, the title of the equity research report, the date the report was written, the company that the report is about, the analyst's recommendation on the stock and statistics about the company, such as its net sales for the past fiscal year and its dividend per share. This can be helpful for investors interested in getting a quick sense of the analyst's opinion on a particular stock. Download Now!
This PPT Layout compares your company to five competitors. It includes a market share chart that shows your company’s market share relative to the competition. It also details each competitor’s unique selling proposition (USP), valuation, revenue, and net profit margin. This slide is useful for understanding your competitive landscape and your company’s strengths and weaknesses relative to the competition. Download Now!
The PowerPoint Presentation identifies and enables you to present four important trends affecting equity research. The slide titles each trend, and has space for you to fill in details and data points. The trends listed are; New BYOD Technology, Increase in CryptoCurrency, Cloud Computing, and Increase in the use of Artificial Intelligence. Use the slide to provide a framework for researchers to present their analysis of key trends in equity research. Download Now!
The PPT Template is a target company overview for equity research. It includes information on the company’s founding year, headquarters location, number of employees, global locations, net sales, market share, key highlights, acquisitions, mergers, research and development budget, and net sales for the fiscal year. The slide provides a snapshot of company's important information that is relevant to investors. Download Now!
It summarizes aspects of a company's financial health. It covers financial metrics that analysts use to evaluate a company's stock. These metrics include financial strength, valuation, momentum, market capitalization, average broker target, price-to-earnings ratio, price-to-book ratio, operating revenues, net profit, and analyst rating. You can also write a brief SWOT analysis in the template. Download Now!
This PPT Template is a visual representation of a company’s stock price performance over time. It includes a line graph that tracks the stock price fluctuations. The X-axis represents time, likely years, and the Y-axis represents the stock price. Text boxes are placed along the timeline to indicate significant events that may have impacted the stock price. The Template allows investors to see how a company’s stock price has performed in the past and how it has responded to certain events. Download Now!
Equity research serves as a vital link between companies, investors, and the financial markets. It involves a detailed analysis of financial data, sector trends, and macroeconomic factors to formulate clear, actionable investment recommendations. Equity Research Analysts spend countless hours researching and analyzing a company's financial statements, industry trends, and economic conditions before they write their report. They use analytical tools and techniques to evaluate a company's performance, including financial ratios, discounted cash flow analysis, and market multiples.
One of the key goals of an equity research report is to provide investors with an objective and unbiased assessment of a company's prospects.
