What Is Equity Research?


1x1.trans What Is Equity Research?

What Is Equity Research

What is equity research

Equity research is what an equity research analyst does.

Well, to start with, equity research is a study of equities or stocks for the purpose of investments.

Equities or common stock comprises a big chunk in any company’s capital and shareholders need to know whether to stay invested in the company or sale the shares and come out.

As an individual, it is time consuming to do equity research – that is to study the company, its financial statements, products, management and take a decision about investment.

Exactly for the same reason there are people working in research companies whose job is to do equity research and recommend companies for investment.


Purpose of equity analysis is to study companies, analyze financials, and look at quantitative and qualitative aspects mainly for decision: Whether to invest or not.

Equity research process

Equity research process comprises of multiple steps.

1. Economic Analysis

2. Industry Analysis

3. Company Analysis

4. Financial Statement Analysis

5. Financial and Valuation Modeling

6. Report writing

7. Presentation or recommendation

Skills required for equity research

1. Excellent financial analysis and equity research skills

2. Global and business analysis knowledge

3. Presentation and writing capabilities

4. Correct judgment


Equity research is used in many areas. Primarily, the research is used for the following purposes:

1. Investment evaluation

2. In Mutual Fund industry

3. For M&A deals

4. Financial Publications

5. Charitable endowments

Equity research analyst jobs and Salary

Equity research analysts earn base salary plus bonuses.

Read some books like best practices for equity research analysts pdf.

Learn more on what is equity research.

Want to learn how to do equity research with complete advanced DCF analysis including mid-year discounts and stub periods and future share price analysis, sum-of-the-parts valuation, and liquidation valuation?

Special Bonus on BIWS Programs from FinanceWalk

Here’s an offer on Breaking Into Wall Street (BIWS) programs:

All FinanceWalk readers will get FREE $97 Bonus – FinanceWalk’s Equity Research Program.

If you want to build a long-term career in Financial Modeling, Investment Banking, and Private Equity, I’m confident these are the only courses you’ll need. ( Because Brian (BIWS) has created world-class online financial modeling training programs that will be with you FOREVER).

If you purchase BIWS courses through FinanceWalk links, I’ll give you a FREE Bonus of FinanceWalk’s online Equity Research Program ($97 Value).

I see FinanceWalk’s Equity Research Program as a pretty perfect compliment to BIWS courses – BIWS helps you build financial modeling and investment banking skills and then I will help you build equity research and report writing skills.

To get the FREE $97 Bonus, please purchase from the following links.

Excel and Financial Modeling Fundamentals – Free $97 Bonus

Advanced Financial Modeling – Free $97 Bonus

Bank & Financial Institution Modeling – Free $97 Bonus

Oil & Gas Modeling – Free $97 Bonus

Real Estate & REIT Modeling – Free $97 Bonus

Investment Banking Networking Toolkit – Free $97 Bonus

Investment Banking Interview Guide – Free $97 Bonus

IB Networking Toolkit + IB Interview Guide $144 ( Save $50)

BIWS Platinum – Save $532 ( Save 35%) + Free $97 Bonus : The most comprehensive IB package on the market today. Includes the NEW and Improved BIWS Premium Financial Modeling Course (RRP: $497) PLUS access to the above 6 complementary courses designed to make you into an even more well-rounded IB Professional:

BIWS Premium – Excel & Modeling Fundamentals and Advanced Financial Modeling programs together – save $97 ( Save 20% ) + Free $97 Bonus

Industry Specific Course Bundle – get Bank Modeling + Oil and Gas Modeling + Real Estate Modeling for just $497 and save $244 + Free $97 Bonus

In order to get your FREE Bonus, you must:

  1. Purchase the course through FinanceWalk links.
  2. Send me an email along-with your full name and best email address to avadhut@financewalk.com so I can send you the course login details.

Click Here to Check All BIWS Programs – Free $97 Bonus


Free Download: Financial Modeling Videos

View All BIWS Courses –Free $97 Bonus for FinanceWalk Readers

1x1.trans What Is Equity Research?

15 Responses to “What Is Equity Research?”

Read below or add a comment...

Speak Your Mind