EquitiesIQ is a leading provider of proprietary and in-depth research coverage crafted by respected financial analysts and domain experts.

Research Components in Brief

Executive Summary

This section provides a high level summary of the opportunity. It focuses on key business strengths and growth opportunities.

Business Overview

This section provides an in-depth overview of the business. Information in this section is sourced from company filings, presentations, earning call transcripts, and discussions with management. The following is typical list of the subsections covered: Products, Technology, Intellectual Property, Expansion Plans, and Management.

Industry Overview

This section focuses on overall industry dynamics, underlying growth drivers, and an analysis of the various players (public and private) in the industry. Similar to the previous section, information is sourced from company filings, presentations, earning call transcripts, discussion with management, as well as other secondary research on the sector.

Financial Analysis

This section offers an analysis of historical trends (including revenue growth, burn rate, cash on hand, etc.) as well as forecasts. Forecast financials are based on reasonable and defensible assumptions as well as management estimates.

Valuation

This section focuses on valuation – using a DCF analysis, comparables, or other industry-specific metrics. Once we dive into the industry, we share our approach.

Risk Factors

This section focuses on key business risks within the company as well as within the industry. The information is sourced from company filings, presentations, earning call transcripts, discussion with management, as well as other secondary research on the sector.

Engaging and Interactive Reports

EquitiesIQ offers an interactive, report format that complements research disseminated as a PDF. This format allows for easy access to information of interest through an intelligent navigation menu.

Videos and other media, including management presentations, can be embedded. Financials, stock data, and charts make it a one stop shop for up-to-date information on any profiled company.

In addition to our suite of standard services, we can readily extend the functionality found within our platform to meet your specific requirements.