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Is there a difference between Equity Analysis and Equity Research?

Yes!


Equity analysis is a broad term that encompasses various methods of evaluating the value and performance of a company's stock: it involves analyzing a company's financial statements, market trends, industry competition, and other relevant data to determine the company's current and future prospects.

Equity analysis can be done by individual investors, financial analysts, or investment professionals.


On the other hand, equity research is a specific type of equity analysis that is conducted by financial professionals, such as investment bankers, analysts, or portfolio managers, to provide investment recommendations to clients. Equity research involves analyzing a company's financial statements, industry trends, competitive landscape, and other data to determine the fair value of its stock and make buy, hold, or sell recommendations to clients.

Equity research is typically conducted by sell-side analysts who work for investment banks, brokerage firms, or other financial institutions.


So... equity analysis is a broad term that refers to any method of evaluating the value and performance of a company's stock, while equity research is a specific type of equity analysis conducted by financial professionals to provide investment recommendations to clients.



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