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An equity research report is the document prepared by an analyst which provides a recommendation on whether investors should purchase hold, or sell shares of public company. Additionally, it provides an overview of the business, the industry it operates in, the management team, its financial performance risks, and the target price. The equity research is the study of the equities or stocks  for the investment purpose.

14+ FREE & Premium Research Report Templates - Download NOWBeautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter.

10+ Equity Research Report Templates in PDF | DOC | XLS

1. Equity Research Report Template

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2. Equity Research Report Format

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3. Sample Equity Research Report Template

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Size: 151 KB

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4. Company Equity Research Report Template

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5. Call Center Equity Research Report Template

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6. Independent Equity Research Report Template

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7. Formal Equity Research Report Template

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8. Equity Research Analysis Report Template

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Size: 176 KB

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9. Securities Equity Research Report Template

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Size: 352 KB

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10. Equity Research and Valuation Report Template

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11. Independent Equity Research Report Example

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5 Steps to create the Equity Research Report?

Step 1: Knowing the company well

Equity research professionals are adopted for producing analysis, recommendations, and reports on investment opportunities that investment banks, institutions, or their clients may be interested in.The main aim of the equity research is to give investors with proper financial analysis and recommendations on whether to purchase, hold, or sell a particular investment. Banks often utilize equity research as a way of supporting their investment banking and sales and trading clients, by providing timely, high-quality data and analysis.

Step 2: Knowing about its products and services

Product research gives information on the certain and required characteristics of a service or a product. It assists companies to understand the wants of the customers in a much productive way so that the required product can be tailored appropriately. This research can also help in filtering new ideas for the products.

Step 3: Understanding its relation with customer

Generating an amazing product is one of the hardest challenges that a company can overcome — but it’s not the only thing that will determine the success of a business.  Nowadays the consumers have more industry influence than they’ve ever had in the past, allowing them to pay attention on more than just the product that you’re selling them. Now, consumers are interested in what you’re selling them, how you’re selling it, and what takes place after you’ve sold it to them.

Step 4: Research and development capability

Research and development (R&D) in the equity refers to the activities companies undertake to innovate and introduce new products and services. It is often the first phases in the development process. The objectives is typically to take new products and services to market and add to the company’s bottom line.

Step 5: Knowing the industry

The market and social research industry is a community of professionally curious investigators who’s objective is to design research, collect information and provide insights to support business, government and society’s need to make decisions based on evidence collected from real humans.

How do you write the Equity Research Report?

The Equity Research Report analyses and studies the companies, analyse the financials, look at the qualititive and quantitive aspect mainly for the decisions, whether to invests or not. The equity research comprises of the multiple steps such as the economic analysis, industry analysis, company analysis, financial statement analysis etc. The equity research is used in many different areas like the investment evaluation, in mutual fund industry, for M&A deals, financial publication and charitable endowments.

In the equity research report, there is the skills required of the financial analysis and the equity research skills. You have to be prepared with the global and the business analysis knowledge. Then, you must be efficient in the presentation and the writing capabilities. It helps in the correct judgement. There are various equity research benefits that one must know before writing the report such as the improved liquidity  with detailed initiation reports and quaterly updates, increasing the liquidity.

It also gives easy access to the capital and generates awareness among the investors and positions the company’s long term prospect during fund raising programmes. It also enhances the visibility and the position of the company to domestic and international investors in both the retail and institutional segment. These frees up the company’s top management investors relation team’s bandwith. This also increase the transparency and it creates investor friendly image for the company.

There are equity research firm and agencies across the globe that actually functions for the company’s finances and investment. The job nature of the equity research analyst is quiet complex as they gather and analyse data from the various sources like company documents, regulatory materials etc. It provides the primary analytical support for the analyst or the senior analysts.

It performs the financial and valuation analysis and generate the financial models and forecasts. It is working closely with the primary and secondary market sale team worldwide to provide the maximum benefit for the clients. In this report, it is important to write about the company and industry under coverage.

The research report is evaluating the earning result, regular company updates, based on meeting with management and development in market place. Build and maintain earnings or the cash flow model based on the independent research with management and development in the market place. Recommend investment strategy based on company fundamentals, change in the valuation, company and industry announcements.

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