Equity Research

Company analysis, earnings models, and research writing. Master the art of equity analysis.

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6
Modules
218
Questions
0
Answered
5
Available

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Modules

1

Company Analysis

36 questions

Learn to analyze companies from the ground up: business models, segment reporting, profitability metrics, and key drivers.

14 easy15 medium7 hard
2

Financial Modeling

36 questions

Build robust three-statement models with driver-based forecasts, revenue schedules, and sensitivity analysis.

14 easy15 medium7 hard
3

Valuation & Target Prices

36 questions

Master DCF, trading comps, and precedent transactions. Learn to derive and defend target prices.

14 easy14 medium8 hard
4

Industry Research

36 questions

Develop industry expertise: TAM sizing, competitive dynamics, and sector-specific analysis frameworks.

14 easy15 medium7 hard
5

Research Writing

36 questions

Write compelling research notes: initiation reports, rating changes, and clear investment theses.

13 easy16 medium7 hard
6

Earnings & Catalyst Analysis

38 questions

Analyze earnings drivers, surprises vs consensus, revision momentum, and event-driven catalysts. Master the skills that separate great equity researchers from average ones.

14 easy15 medium9 hard

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What to Expect in Equity Research Interviews

ER interviews test your ability to analyze companies, build models, and communicate investment recommendations clearly.

  • Stock pitch: Detailed analysis with rating, price target, and thesis
  • Financial modeling: Building and maintaining earnings models
  • Industry analysis: Competitive dynamics, market structure, key drivers
  • Valuation: Multiple methodologies and when to apply each
  • Writing skills: Clear, concise research note structure
  • Sector expertise: Deep knowledge of one or two sectors

Equity Research Interview Guides

Frequently Asked Questions

What is asked in Equity Research interviews?

ER interviews focus on stock pitches, financial modeling, industry knowledge, and valuation. You'll discuss buy/sell ratings, walk through your analysis process, and demonstrate deep sector expertise. Expect questions on catalysts, risks, and how you'd cover a stock.

How do I prepare for Equity Research interviews?

Prepare a strong stock pitch, understand financial modeling and valuation, and develop expertise in one or two sectors. Read equity research reports to understand the format and analysis style. Practice explaining your investment views clearly and concisely.