Answered By: Dominique Winn
Last Updated: Sep 13, 2017     Views: 7


1. S&P CapitalIQ NetAdvantage

2. Morningstar 

3. Lexis Nexis

Steps in Lexis Nexis: Company research >[enter company] > confirm company > Financials > Analyst report > [PDF of target company]

4. See the Bentley Library Company Research libguide for additional resources 

Definition of Investment analysis? It's a critical look at a company's financial health to determine suitable investment strategies.  Equity analysts create reports for speedy research of a company's financial performance. Investors build a portfolio from that information. Competing analyst firms publish slightly different reports on the same company, each analyst offering insights or foward-thinking statements from their perspective.  

How is it different from stock report?  The user is not necessarily assembling a portfolio with the information. 


What is in a stock report or investment analysis like this? 

Reports are typically under 10 pages and are signed, and dated.  Content of a company's analyst report can include many parts.  EXAMPLE: British Petroleum (BP): 

  • access the oil major's share price performance chart
  • synopsis of broker sentiment towards the stock
  • key ratios
  • independent research report (optional)
  • fair value estimate (optional)
  • financial health assessment (optional)


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