Equity Research Services

Experts in providing high-quality research support on global stocks to our clients in the US

Leverage TheBenefits Of Equity Research Outsourcing

As one of the key offerings of SG Analytics, our equity research services address the buy-side as well as sell-side firms’ requirements across the US. We aim to create value for our clients across the whole research life-cycle through our service-driven culture, strong domain expertise, and capabilities to leverage automation and technology, enabling us to be our clients’ ‘extended arm’.

SG Analytics

Seamlessly integrating with client teams is one of the key aspects of SG Analytics’ value proposition, enabling us to deliver highly productive, flexible engagement models and enhanced research output. We deliver high-quality and accurate research inputs with our sector-focused delivery models, helping our clients in the US make crucial decisions and focus their resources in core business activities.

What Makes SGA One Of The Top Equity Research Firms?

Leverage TheBenefits Of Equity Research Outsourcing

As one of the key offerings of SG Analytics, our equity research services address the buy-side as well as sell-side firms’ requirements across the US. We aim to create value for our clients across the whole research life-cycle through our service-driven culture, strong domain expertise, and capabilities to leverage automation and technology, enabling us to be our clients’ ‘extended arm’.

SG Analytics

What Makes SGA One Of The Top Equity Research Firms?

Seamlessly integrating with client teams is one of the key aspects of SG Analytics’ value proposition, enabling us to deliver highly productive, flexible engagement models and enhanced research output. We deliver high-quality and accurate research inputs with our sector-focused delivery models, helping our clients in the US make crucial decisions and focus their resources in core business activities.

Why SGA

SG Analytics have over 4,000 stocks covered across sizes and geographies such as the US, Europe, Middle East, and Asia-Pacific as a part of their investment research services

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

Equity Research Services | SG Analytics

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

SG Analytics have Flexible engagement models for handling niche projects to large-scale engagements with defined SLAs and governance mechanisms as a part of their equity research services

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

SG Analytics have proven capability to blend high-quality research and insights with technology and automation to provide competitive and efficient investment research solutions

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

SG Analytics have over 4,000 stocks covered across sizes and geographies such as the US, Europe, Middle East, and Asia-Pacific as a part of their investment research services

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

Equity Research Services | SG Analytics

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

SG Analytics have Flexible engagement models for handling niche projects to large-scale engagements with defined SLAs and governance mechanisms as a part of their equity research services

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

SG Analytics have proven capability to blend high-quality research and insights with technology and automation to provide competitive and efficient investment research solutions

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

SG Analytics provides in-depth research on public and private companies including detailed financial modeling with valuation, initiation, and event-based reports. We provide support on earnings preview, review notes and periodicals on covered companies, and on-going maintenance of coverage through model updates.

  • Expert equity research services to carry out comprehensive fundamental research on companies in addition to industry-specific valuation, developing driver-based financial forecasts, and scenario and sensitivity analysis
  • Prepare coverage initiation reports, event notes, flash notes, etc.
  • Attend and summarize earnings calls, update models, and reports during the reporting season
  • Update and develop company memos and decks necessary for marketing trips
  • Provide equity research outsourcing for cross-reads and competitive insights by performing shadow coverage
  • Perform extensive investment research tasks such as competitive benchmarking, M&A analysis, cash flow analysis, and corporate actions/restructuring analysis
  • Periodically produce newsletters, trade ideas, and technical analysis notes for the trading desk
  • Visibility enhancement in the analyst and investor circle through issuer-paid research

Sector and Macroeconomic Research

SG Analytics

SG Analytics’ sector and macroeconomic research identifies and details trends and themes at play across sectors and economies. Our research has been instrumental for clients in ascertaining winners and losers. We also provide support strategy reports, sector compendiums, and periodicals.

  • As one of the leading equity research firms, we prepare and update sector and economy outlook reports across multiple industries
  • Generate actionable investment ideas by analyzing sector trends and themes, and curating comprehensive research pieces
  • Maintain and create sector compendiums for determining macro factors affecting the investment potential of the sector/company
  • Strategy identification, strategy validation, benchmarking analysis, and back-testing to help strategy teams
  • Monitor continuously by preparing event alerts, and sector and economy newsletters with offshore equity research support

Technology and Automation Advantage

SG Analytics

Our clients in the US have leveraged our technology-driven automation to achieve significant efficiency gains. Being an early adopter of technology, we have pioneered transforming regular manual tasks to an automation-powered activity, and have been able to harness alternative data.

  • Create semi-automated financial models with features such as automatic period rollover
  • Use Python, Spyder, etc. to automate collation and filtration of relevant industry/economy news for efficient production of newsletters
  • Enhance assumption quality with technology-driven e-channel checks such as social media trends, price movements, product sentiment, etc.
  • Increase update efficiency with automated data tables and charts in marketing decks
  • Identify red flags in valuation models with automatic checks and balances
  • Automated price movement trackers, earnings release schedules, and macroeconomic calendars
  • Automated content generation of standard sections in research reports with our efficient equity research solutions

Research Production and Other Value-adds

SG Analytics

As a part of our end-to-end offerings, we provide desktop publication support that leverages our expert skills combined with innovative tools that help in realizing our clients’ vision for research outputs. We also provide our clients in the US, elegant and effective dashboards and visualizations that facilitate decision-making.

  • Providing equity research support on reviewing and supervision across research publications
  • Ensuring mandatory formatting by the client across all research products through 24x7 desktop publication support
  • Understand readership trends across analysts, sectors, and geographies by building visualization and dashboards on readership analytics