Research Guides: Equities: Analyst/Research Reports (2024)

FAQs

How much do equity research reports cost? ›

Some of the reports are free, but you must pay for most of them. Prices range from just $15 to thousands of dollars. If you want just the bottom-line recommendations from analysts, many sites summarize the data.

From your dashboard, or any other screen on Capital IQ, place your cursor over the tab titled Research, on the horizontal row of tabs near the top of the page. From there, type in the name or symbol of a company or mutual fund in the search box. Add other criteria as needed. Then press the Search button.

These professionals research public companies and come up with recommendations for investors about whether to buy, sell, or continue holding certain stock. Analysts are usually assigned a particular group of companies, in a specific industry, for which they are responsible.

As this is the first research piece from the brokerage firm, it can typically be a detailed report and can vary from a 20-50 page report. This detailed report contains the stock details and overall competition, industry dynamics, etc.

The move echoes its institutional strategy of using its written research to expand its equities franchise. JP Morgan disrupted research fees in the run-up to MiFID II's implementation by offering access to its global research for as little as $10,000 per year.

Equity Research Salary and Compensation

Directors might earn between $300K and $600K, with 50-75%+ of that in base salary. At this level, the year-end bonus starts to make a huge impact on total compensation.

To find analyst reports (also known as sell-side, broker, or equity research reports) for a specific company, search for that firm's ticker symbol or name in the top search box. Then, on the News & Research menu, click on Company Research. Use filters near the top of the page to refine your search.

Capital IQ - Reliable, widely used, and adaptable

Capital IQ is primarily used for valuation purposes, including compiling statistics for comparable companies, whether publicly traded or on a precedent transactions basis.

Equity Research Analyst salary in India ranges between ₹ 2.0 Lakhs to ₹ 24.0 Lakhs with an average annual salary of ₹ 10.4 Lakhs.

Do you need a CFA to be an equity research analyst? ›

Key Takeaways

Senior equity research analysts often have a master's degree. A Chartered Financial Analyst (CFA) designation, awarded by the CFA Institute, is recommended for analysts who want to move up the career ladder.

You might work an average of 55-60 hours per week, with spikes to 70-80 hours per week in earnings season.

A team of associates and an analyst will usually cover at least 5 companies and could cover as many as 15, depending on their seniority, the sizes of the companies, and the industry.

Three required elements of the Week 5 final project that are commonly included in an equity research report are a financial statement analysis, buy/hold/sell recommendations, and a valuation or price forecast.

To find analyst reports (also known as sell-side, broker, or equity research reports) for a specific company, search for that firm's ticker symbol or name in the top search box. Then, on the News & Research menu, click on Company Research. Use filters near the top of the page to refine your search.

The cost of equity is the return that a company must realize in exchange for a given investment or project. When a company decides whether it takes on new financing, for instance, the cost of equity determines the return that the company must achieve to warrant the new initiative.

Goldman Sachs Group Inc. will charge $30,000 for up to 10 staff to access basic research. Deutsche Bank AG cut its MiFID fixed-income research price in half. Bank of America Corp. is quoting up to $80,000 per user for premium research.

Many factors contribute to the cost of a market research project, and it will be different from company to company. Please consult with your consultant for the exact amount, but in general, expect to spend around $15000 – $25000 for a qualitative or quantitative custom market research project.