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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
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