VALUEVADE / TOOLKIT
RESEARCH NOTEThe investment thesis
ILLUSTRATIVE CATEGORY PREVIEWBusiness → Value → Risk
Equity research report templates
Equity Research Report Template
A publication-ready equity research report template structured around the CFA / SEBI analyst report format. Covers company overview, investment thesis, financial model summary, peer comparison, risk factors, and 12-month price target build. Includes a 10-page written template and a supporting Excel model.
- Structured 10-section report outline (Word + PDF format)
- Financial summary table (Income Statement, Balance Sheet, Cash Flow)
- Peer comparison matrix with 8 pre-filled companies
- Price target methodology: DCF + EV/EBITDA blended
- Analyst disclosures, ratings definitions, and legal boilerplate
File coming soon
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