FREE 10+ Equity Research Report Samples in MS Excel | PDF | MS Word

As an equity research analyst, one of the important tasks you need to accomplish is obtaining a clear understanding about the industry or industries several companies are in, some particular things companies perform, and several ways they generate money. In order to fully understand their strategies, financials, and management, you need to make a well-detailed research and create an effective equity research report. In this article, we are glad to help you in writing the best equity research reports as we provide an informative guide and downloadable free equity research reports to guide you in your research work. Keep on reading!

FREE 10+ Equity Research Report Samples

1. Equity Research Report Template

2. Independent Equity Research Report

3. Sample Equity Research Report Template

4. Equity Research Analysis Report

5. Sample Securities Equity Research Report

6. Equity Research and Valuation Report

7. Independent Equity Research Report Format

8. Equity Research Report in Excel Template

9. Sample Equity Research Report

10. Company Equity Research Report Sample

11. Call Center Equity Research Report

 

What is an Equity Research Report?

An equity research report is a beneficial document that contains the well-detailed financial analysis and recommendations concerning investment banking, sales, and trading. It gives essential details about a particular company’s target price and recommendation, compelling headline, stock vs. index graph, stock data, investment report summary or overview, business description, valuation, investment risks, and many more. Some common types of equity research reports are initiation reports, sector reports, economy reports, and quarterly/annual results update reports.

How to Write an Equity Research Report

When writing an equity research report, you need to know the basic information of the company such as its accounting, products and services, management, selling practices and more. Be aware about the industry and the market’s perspective about the company. Also, take note of specific factors that your clients want when it comes to investment. 

Below are some easy-to-follow tips  that indicate how to design and write an equity research report: 

1. Identify the vision of the company through their management

The first thing you need to do in your equity analysis report is you need to work alongside the management of your target company to identify their vision. So, you should be able to interact well with the management team or you may also meet with the senior management of the company under your coverage. Attend some of their conferences and prepare questions when you conduct an interview for the management.

2. Include the right recommendation, target price, and investment rationale

The second step is gathering all essential puzzle pieces together to create the bigger picture. Simply, include your perspective of the industry, company’s products and services, financial performance, management, and valuation. Then, decide the right recommendation or rating for the stock. Mention the target price and investment rationale.

3. Demonstrate price chart, business model, and key ratio analysis

After creating the bigger picture of the company’s financial analysis, you need to demonstrate a price shart of the company’s stock, showing last year’s share price movement. Plus, include a thorough analysis of the company’s business model and forecast its performance in the upcoming years. Additionally, a key ratio analysis of the company is necessary in your report.

4. Explain your reason for recommendation

To wrap up your  equity research report, think carefully in writing your explanation concerning your reason for recommendation or rating of the company you’re covering. 

FAQs

Therefore, writing an equity research report is a worthwhile step in analyzing the financial performance of a company especially when it comes to stock investments. The book “How to Get an Equity Research Analyst Job” explained that when you are an equity analyst on either the buy or sell side, you are an intermediary in the capital raising process of the global financial markets. The work you do is beneficial in creating a value on publicly traded assets. Here are some of our downloadable and printable research report samples available in different kinds of formats. Simply click the report templates in this article and start downloading now!