Equity Research Support
Deep analytical support for coverage initiation, earnings analysis, and investment insights.
What We Deliver
SP2 Analytics supports equity research teams with rigorous financial analysis and report writing. Our analysts bring domain expertise across sectors to help you maintain coverage quality and expand your universe.
Deep analytical support for coverage initiation, earnings analysis, and investment insights.
Comprehensive Range of Services
End-to-end equity research support across four key pillars
Research Work
- Sector/company research
- Peer/industry benchmarking
- Macroeconomic research
- Investment thesis development
- Market outlook research
- Private company research
- Newsletter, opinion pieces
Financial Analysis
- Financial models (DCF, LBO, SOTP)
- Trading comps analysis
- Precedent transaction analysis
- Scenario analysis
- Financial ratios & KPI analysis
- Company profiling
Reporting & Client Support
- Initiating coverage reports
- Earnings review and summary
- Thematic and trend reports
- Quarterly reports
- Investment profile (one/two-pager)
- Roadshow & conference material
Other Support Services
- Client presentations
- Report extraction
- BI visualization and insights
- Design and graphics support
- RPA automation
- Language experts
- Database support (Bloomberg, Capital IQ)
In-Depth Research for Informed Decisions
We support research teams with deep-dive analysis to identify and evaluate potential investment opportunities.
Sector & Company Research
In-depth research reports on specific sectors or companies covering key metrics like revenue growth, profitability, risks, opportunities, and competitive landscape.
Investment Thesis Development
Preparing a thesis stating the recommendation of the potential investment opportunity. Includes opportunity screening, market research, financial analysis, and risk assessment.
Market Outlook Research
Predicting market trends and developments for specific industries. Includes analyzing economic indicators, industry trends, competitive landscape, and forecasting future trends.
Private Company Research
Pre-IPO valuation research, potential market size assessment, and investor demand analysis of target companies not yet publicly listed.
Macroeconomic Research
Analyzing macroeconomic factors like GDP growth, inflation, and interest rates which influence the performance of sectors and individual stocks.
Newsletter & Opinion Pieces
Preparing newsletters and opinion pieces for target companies or industries, along with blog content and marketing materials to support client outreach.
Financial Analysis
Rigorous Financial Analysis
We assist research teams with rigorous financial analysis of target companies to assess investment attractiveness.
Financial Modelling & Valuation
Preparing and maintaining financial models (DCF, LBO, SOTP) that simulate future performance and estimate fair market value of companies.
Trading Comps & Precedent Analysis
Assessing the intrinsic value of potential targets using financial metrics from comparable companies and similar historical transactions.
Scenario Analysis
Exploring different potential scenarios (optimistic, pessimistic, baseline) to determine the likely impact on financial outcomes and company valuation.
Peer & Industry Benchmarking
Comparative analysis of company performance against peer companies and industry standards, allowing investors to gauge relative positioning.
Financial Ratio & KPI Analysis
Examining ratios such as P/E, P/B, ROE, EV/EBITDA, EV/EBIT to understand operational efficiency and financial health.
Company Profiling
Comprehensive overview of identified targets including business model, size, offerings, competitive landscape, financial analysis and management details.
Reporting & Client Support
Precise Report Writing & Client Materials
We assist with precise report writing to keep track of coverage companies, sectors, and support client-facing deliverables.
Initiating Coverage Reports
Initiating coverage of specific equity securities for the first time, covering financial health, market prospects, and future outlook of the company.
Earnings Review & Summary
Detailed analysis of recent earnings releases including financial summary, earnings call takeaways, estimate revisions, and forward guidance.
Investment Profile (One/Two-Pager)
Eagle-eye view of coverage companies with company overview, business model, financial highlights, earnings summary, and key metrics.
Quarterly Reports
Detailed documents providing analysis of financial performance of companies under coverage over the latest quarter.
Thematic & Trend Reports
Reports on emerging trends such as technology shifts, regulatory changes, and global economic events affecting specific sectors.
Roadshow & Conference Materials
Supporting clients with well-crafted materials for investor presentations during roadshows, investor meetings, and conferences.