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

 
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
 

Application

 
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?

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