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What is Equity Research?

Equity research is the systematic analysis of publicly traded companies to form an investment view. Professional equity research analysts at investment banks (“sell-side”) and asset management firms (“buy-side”) study company fundamentals, industry trends, management quality, and valuation to determine whether a stock is worth buying, holding, or selling. A key input to equity research is consensus estimates — the average of all sell-side analysts’ forecasts for a company’s earnings, revenue, and other metrics. Consensus is important because stock prices move based on results vs. expectations, not absolute performance. A company that beats consensus estimates typically sees its stock rise; one that misses typically falls, even if the actual results were objectively good.

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Command

/research-equity <ticker e.g. AAPL> [period e.g. FY2024-FY2026]
Generates a comprehensive equity research snapshot combining IBES consensus estimates, historical financials, price performance, and macroeconomic context.

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Workflow

1

Gather Consensus

Calls qa_ibes_consensus for EPS, Revenue, EBITDA, and DPS estimates. Notes analyst count and dispersion.
2

Pull Fundamentals

Calls qa_company_fundamentals for 3-5 years of revenue growth, margins, leverage, and returns.
3

Assess Price Performance

Calls qa_historical_equity_price for 1Y history, YTD return, beta, and 52-week range.
4

Recent Price Detail

Calls tscc_historical_pricing_summaries for 3M daily data with volume trends and momentum.
5

Macro Context

Calls qa_macroeconomic for GDP, CPI, and policy rate. Summarizes whether macro is tailwind or headwind.
6

Synthesize

Presents consensus tables, financials summary, valuation metrics (forward P/E), and investment thesis.

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Output

Lead with 1-2 sentence investment thesis summary. Follow with consensus estimates table, financials, valuation metrics, price performance, and macro backdrop. See the Equity Research skill for domain knowledge on fundamental analysis and estimate interpretation.