Equity Research Services

Providing clients with high-quality research support on global stocks

TrustedEquity ResearchOutsourcing Partner

As a cornerstone of SG Analytics, our equity research services cater to the requirements of buy-side as well sell-side firms around the globe. We create value for our clients across the entire research process through our strong domain expertise, ability to leverage automation and technology, and our service-driven culture that enables us to be an ‘extended arm’ of our clients.

SG Analytics

As one of the leading equity research firms in the US, our value proposition lies in our seamless integration with the onshore team to deliver higher productivity, enhanced research output, and flexible engagement models. Through our sector-focused delivery model, we deliver high-quality and accurate research inputs through which our clients take informed decisions and channelize their time in core business activities.

One of the Most Preferred Equity Research Firms

TrustedEquity ResearchOutsourcing Partner

As a cornerstone of SG Analytics, our equity research services cater to the requirements of buy-side as well sell-side firms around the globe. We create value for our clients across the entire research process through our strong domain expertise, ability to leverage automation and technology, and our service-driven culture that enables us to be an ‘extended arm’ of our clients.

SG Analytics

One of the Most Preferred Equity Research Firms

As one of the leading equity research firms in the US, our value proposition lies in our seamless integration with the onshore team to deliver higher productivity, enhanced research output, and flexible engagement models. Through our sector-focused delivery model, we deliver high-quality and accurate research inputs through which our clients take informed decisions and channelize their time in core business activities.

Why SGA

Rich exposure to a broad range of use cases across sectors globally

Over 4,000
stocks covered
across sizes and
geographies such as
the US, Europe, Middle East,
and Asia-Pacific

Over 4,000 stocks covered across sizes and geographies such as the US, Europe, Middle East, and Asia-Pacific

Research findings augmented with analytical capabilities to generate sharper insights

Sector-focused delivery
model comprising well-qualified
and experienced analysts
(MBA, CFA, CA) covering 75+
GICS sectors and
sub-industries

Sector-focused delivery model comprising well-qualified and experienced analysts (MBA, CFA, CA) covering 75+ GICS sectors and sub-industries

Unique perspective on working with tech companies and bringing ‘Product’ thinking

Flexible engagement
models for handling
niche projects to large-scale engagements
with defined SLAs and
governance mechanisms

Flexible engagement models for handling niche projects to large-scale engagements with defined SLAs and governance mechanisms

Experienced consultants with deep sector expertise and rich experience

Proven capability to blend high-quality research and insights with technology and automation to provide competitive and efficient research solutions

Proven capability to blend high-quality research and insights with technology and automation to provide competitive and efficient research solutions

Rich exposure to a broad range of use cases across sectors globally

Over 4,000
stocks covered
across sizes and
geographies such as
the US, Europe, Middle East,
and Asia-Pacific

Over 4,000 stocks covered across sizes and geographies such as the US, Europe, Middle East, and Asia-Pacific

Research findings augmented with analytical capabilities to generate sharper insights

Sector-focused delivery
model comprising well-qualified
and experienced analysts
(MBA, CFA, CA) covering 75+
GICS sectors and
sub-industries

Sector-focused delivery model comprising well-qualified and experienced analysts (MBA, CFA, CA) covering 75+ GICS sectors and sub-industries

Unique perspective on working with tech companies and bringing ‘Product’ thinking

Flexible engagement
models for handling
niche projects to large-scale engagements
with defined SLAs and
governance mechanisms

Flexible engagement models for handling niche projects to large-scale engagements with defined SLAs and governance mechanisms

Experienced consultants with deep sector expertise and rich experience

Proven capability to blend high-quality research and insights with technology and automation to provide competitive and efficient research solutions

Proven capability to blend high-quality research and insights with technology and automation to provide competitive and efficient research solutions

What We Do

Company Research

SG Analytics

We provide comprehensive research on public and private companies including detailed financial modelling with valuation, initiation, and event-based reports. Our support includes the on-going maintenance of coverage through model updates, earnings preview, and review notes and periodicals on covered companies.

  • As a part of our equity research services, we conduct detailed fundamental research on companies, including developing driver-based financial forecasts, industry-specific valuation, and scenario and sensitivity analyses
  • Producing content on coverage initiation reports, event notes, flash notes, etc.
  • Updating models and reports during the reporting season, and attending and summarizing earnings calls
  • Developing and updating decks and company memos for marketing trips
  • Performing shadow coverage for cross-reads and competitive insights
  • Performing deep-dive research tasks such as competitive benchmarking, M&A analysis, cash flow analysis, and corporate actions/restructuring analysis
  • Producing periodicals such as newsletters, trade ideas, and technical analysis notes for the trading desk

Sector and Macroeconomic Research

SG Analytics

Our sector and macroeconomic research identifies and elaborates trends and themes at play across sectors and economies and helps clients ascertain potential winners and losers. Additionally, we provide support in preparing sector compendiums, strategy reports, and periodicals.

  • Robust equity research solutions to prepare and update sector outlook notes across various industries
  • Equity research outsourcing support for identifying sector trends and themes, and preparing detailed research pieces to generate actionable investment ideas
  • Creating and maintaining sector compendiums for identifying macro factors that affect the investment potential of the sector/company
  • Helping strategy teams in strategy identification, strategy validation, benchmarking analysis, and back-testing
  • Preparing sector and economy newsletters and event alerts for continuous monitoring

Technology and Automation Advantage

SG Analytics

Our technology-driven automation provides significant efficiency gains to our clients. As an early adopter of technology, we have been at the forefront of transforming regular manual tasks to automation-powered activity and have been able to harness alternative data.

  • Automatic model structure creation for various sectors and automatic model rollover with offshore equity research support
  • Being one of the top equity research companies, we provide automated news collation and filtering for industry/economy newsletters using Python, Spyder, etc.
  • Technology-driven e-channel checking for social media trends, price movements, product sentiment, etc. to improve the quality of assumptions
  • Automated data tables and charts in marketing decks for efficient updates
  • Automated relative valuation models with automatic checks and balances that identify red flags
  • Automated macroeconomic calendars, earnings release schedules, and price movement trackers
  • Generating automated content of standard sections in research reports

Research Production and Other Value-adds

SG Analytics

SGA’s end-to-end offering includes desktop publication support that leverages our in-house skills along with cutting-edge tools to realize your vision for research outputs. We also provide our clients elegant and impactful dashboards & visualizations to aid decision-making.

  • Providing supervision and review support across research publications
  • As one the leading equity research firms, we provide round-the-clock desktop publication support to ensure client-mandated formatting across all research products
  • Building visualization and dashboards on readership analytics to understand readership trends across sectors and geographies