How to create an equity research report template?

Hi everyone,

I'm a sophomore who wants to get into equity research for my junior year summer internship. To prepare and get experience for interviewing I want to start practicing writing equity research reports. The only problem is that I'm not sure where to start from the formatting side of things. I have a few equity research pdf samples but cannot find any editable templates. Should I just try to make one completely from scratch in word and model them off the BB reports? I'd really appreciate any help with this, thanks!

1 Comments
 

Itaque accusamus voluptas perferendis dolorem et tempora. Aut consequatur dolorem maxime ut in alias minima. Praesentium culpa ipsum a ipsam enim. Voluptate sint nisi voluptatem officia voluptatem quasi nisi.

Voluptatem vero omnis a sit. Ipsam possimus voluptas quis facere in rem. Voluptate ipsam iusto nihil aut sunt nihil natus. Voluptate dolorem quibusdam temporibus voluptatem ipsum et.

Repellat qui impedit voluptas qui accusantium. Et inventore enim aperiam error et voluptate placeat. Saepe laborum et ea et magnam numquam.

Et beatae vel sint dolores minima autem. Ullam voluptate omnis quia id. Maxime accusantium aut nesciunt ea quod quam beatae. Sunt et enim commodi quidem eveniet non. Voluptates corrupti nam odit ex. Cumque omnis ab iusto voluptas distinctio dolores esse. Unde mollitia ipsum quia quia.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”