Equity Research Access

I am putting together a financial statement model for a public company to include with my resume to use when reaching out to some connections during my job search as a recent graduate. During my WSP course on financial modeling, a few growth rates/margins were taken from equity research reports, and the research was also used to ensure the model was in the same ballpark.


I have found it very hard to access any equity research reports. Does anyone know anywhere or any way I could access a report to assist me while creating my model? Also, if there is another way to forecast these drivers/margins accurately, I am all ears. Paying for the report is no issue. 

3 Comments
 
Most Helpful

If you're applying for ER, your whole job is to forecast and assume stuff - not use other people's assumptions because those assumptions should reflect *your* thesis. There is no such thing as forecasting accurately. It's all assumptions, no one knows the future, you can only make educated and sensible guesses. So figure out what drives margins and use that to inform where you think they'll go.

The exact mechanism you use depends entirely on the company, how they report, and what data you have access to but this is the whole job...

 

Thank you for the input. Sounds more intriguing and more of a fun process doing it this way. Just to clarrify for future readers, I’m interested in joining a boutique M&A firm. Aside, I recognize your point is just as valid.

 

Impedit enim molestias neque repellendus voluptas odio aliquam. Recusandae rerum saepe nemo praesentium aspernatur qui. Provident molestiae qui qui esse. Quod sapiente deleniti a quia velit ex quasi.

Reprehenderit quia cum nesciunt numquam. Ipsam architecto sed perferendis ea. Corporis quia non quidem delectus ipsum dolores nihil.

Aliquid quia debitis et quia. Magnam qui sunt neque ipsam et recusandae quod.

Career Advancement Opportunities

June 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

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • 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

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...”