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Equity Research Fundamentals Overview

Equity Research is a step by step process of analyzing a company's financings with the help of ratio analysis, financial modeling and valuation. With this approach, a research analyst is able to recommend BUY/SELL on the stock. Here, you will learn the equity research fundamentals from the basic to the advanced level.

Top topics covered here in Equity Research Fundamentals -

  • What is Equity Research?
  • What are the skills needed to get into Equity Research?
  • How to write Equity Research Report?
  • What is the difference between Primary Market and Secondary Market?
  • What is the difference between Small Cap Stocks and Large Cap Stocks?
  • Difference between Trading and Investing
  • How to do Industry Analysis?
  • Difference between Sell Side and Buy Side

Equity Research | A Complete Beginner's Guide

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Top 5 Equity Research Skills

This article on Equity Research Fundamental Skills focusses on discussing the top tangible skill sets that students should acquire including Report Writing, Accounting, Financial Modeling etc

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Equity Research Report Writing

Equity Research Report is a document prepared by Equity Research Analysts or Financial Brokers.

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Equity Research Interview Questions (with Answers)

Here's where you'll learn how to position your channel's topic, branding, style and more.

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Sell Side vs Buy Side in Investment Banking

Sell-side includes the entities which facilitate the decision making of the buy side. Whereas Buy-side includes entities that are involved in making the Investment Decisions.

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Buy Side

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How does the Stock Market Work?

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Industry Analysis - Compete Beginner's Guide

Industry analysis is one of the primary tasks of the equity research analysts.

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Primary Market

Primary market is the part of the capital market where new securities are created are directly purchased by the investors from the issuer.

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Secondary Market

Secondary Market is a market where securities are offered to the general public after being offered in the primary market.

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Stock Index

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Fundamental Analysis vs Technical Analysis

Fundamental Analysis is Stock value for calculated using economic factors and company’s financial data. Whereas Technical Analysis is Security price movements used to predict future price movements.

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Security Analysis

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Capital Allocation Line

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Bull Market vs Bear Market | Top 7 Differences You Must Know!

Bull Market is defined as when the general market scenario is upbeat and the stock market is rising. Whereas if the market is moving downwards, it is referred to as a ‘Bear Market’.

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Market Timing

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Buy and Hold Strategy

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Equity Research vs Sales & Trading

Equity research fundamentals involves undertaking the stock analysis including financial modeling and valuation and Analysis of Financial Statement. Whereas Sales & Trading are responsible for marketing the securities to their clients by getting in touch with them to provide timely and relevant information necessary to make a decision.

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Trading vs Investing

Investing vs trading are interdependent wherein without the existence of traders, investors will have no liquidity to buy and sell stock and without investors, traders shall have no origin from which to buy and sell.

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Day Trading vs Swing Trading

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Dollar Cost Averaging

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Earnings Season

The earnings season starts just one to two weeks after the last month of the quarter.

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Ticker Symbol

Ticker symbol is string of letters which is used to identifying of a Bond, Stock, Mutual Fund, ETF or any other security traded on the stock exchange.

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Small Cap Stocks

Small cap stocks have a lower market price and have easier access to funds required for growth.

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Large Cap Stock

Large Cap companies are very stable making them a safer investment opportunity compared to others.

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Blue Chip Stocks

Blue Chip Stocks are stocks of companies which are leading in its sector and are famous at the national level having a record of giving continuous dividend payments and other strong investment qualities.

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FAANG Stocks

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Penny Stock

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SEC Filings

Sec Filings collects all the documents which details out the financial and operational health of the companies which have stock owned and traded by the public.

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Red Herring Prospectus

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10K vs 10Q

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Insider Trading

An employee who trades the securities of the company is knowns insider trading.

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Capital Gains vs Dividends

Capital gain is a rise in the value of the investment or real estate which gives it a higher worth than the purchase price. Whereas dividend is a portion of the earnings of a firm which is distributed to the shareholders as a reward.

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Loss Aversion Bias | Why you should not fall in this trap?

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Investment vs Speculation | Top 7 Differences You Must Know!

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