how to find equity research reports on capital iq

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Q. How do I find analyst reports (investment bank research)?

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Answered By: Lippincott Library Last Updated: Apr 21, 2024     Views: 171507

Use LSEG Workspace (formerly Refinitiv).

• To find analyst reports (also known as sell-side, broker, or equity research reports) for a specific company, search for that firm's ticker symbol or name in the top search box. Then, on the News & Research  menu, click on Company Research . Use filters near the top of the page to refine your search. 
• To screen for analyst reports based on a set of criteria, type  ADVRES in the search bar and select the Research Advanced Search app, or click on  Research in the main menu. then, click on Advanced Research . You can filter for reports by industry, geography, contributor, keywords, and more.

Note: LSEG Workspace has a  150-page daily limit for viewing and downloading research content. This limit is in lieu of retail prices listed on reports and resets at 12:00 AM Eastern Time daily.

Bloomberg (see access details ) contains some analyst reports.

• Type your company's ticker symbol, then hit the yellow EQUITY key, then type DSCO and hit the green GO key.
• To find reports by industry or keyword, type RES and hit the green GO key.

Morningstar equity research reports and analyst cash flow models can be found in PitchBook .

Hoovers contains some analyst reports as well.

• Type in a company name and select the company you want.
• Scroll down the screen; if available, analyst reports appear under Advanced on the left side.
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• NetAdvantage in Capital IQ

S&P Capital IQ: NetAdvantage in Capital IQ

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What is NetAdvantage?

S&P Global NetAdvantage is a set of content not normally available in a basic Capital IQ subscription, but Ford Library has subscribed to this content via an "add-on" module. This guide page will describe this additional content and where to find it in Capital IQ.

How to access NetAdvantage content : Follow the instructions on the " Register " tab of this Guide to set up your Capital IQ account if you don't already have an account. Then use the information below to find the NetAdvantage content.

S&P Industry Surveys

After logging into your Cap IQ account, select the "Markets" tab and choose "Industry Surveys" from the mega-menu.

Equity & Industry Research

To locate equity research:

• Click "Research" in the main blue menu bar.
• In "Symbol/Name", enter any known ticker or begin typing a company name.
• Set "Report Type" to "All Types" and adjust the date range to your preference.

The primary provider of equity research in NetAdvantage is CFRA Equity Research but you may see other providers appear.

To locate industry research:

• Set "Contributors" to "All Contributors" or "CFRA Equity Research".
• Enter keywords in the indicated search box. You can limit to "Search Headline Only" to locate more focused research.
• Adjust the Date Range to your preference.

The primary provider of industry research in NetAdvantage is CFRA Equity Research but you may see other providers appear.

Mutual Funds

To locate information on mutual funds and fund families:

• Click "Companies" on the main blue menu bar and select "All Funds" from the mega-menu as shown.

• Enter a fund name or fund family name in the search box. You can narrow your search using the filter icon beside "Result Name".
• Click a fund name for a detailed tearsheet and more left-menu options.

S&P Register (of Corporations, Directors & Executives)

To locate data & information on corporate directors and executives, begin by typing a name in the main search box beside the Capital IQ logo.

Click the desired result to see a "Professional Summary" of the person. Use the menu items at the left under "Professional Summary" to browse a person's compensation, trading activity and more.

CFRA - The Outlook

The CFRA Outlook is a weekly publication subtitled "Intelligence for the Individual Investor" and features news on individual stocks, industry sectors, and model portfolios. To locate issues, take the steps below:

• Set the "Contributors" dropdown to "CFRA NetAdvantage" and click search.
• After the search runs, click the funnel icon next to the "Headline" column and enter "Outlook" in the keyword filter pop-up and apply the filter.

• After the filter is applied, a list of available issues of the Outlook will appear. Click the PDF icon to the right of the issue title to view the issue.

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New! Equity & industry investment research via S&P Capital IQ

Good news! SFU researchers now have access to investment research reports via our S&P Capital IQ database!

From the publisher:

Access company and industry research reports from contributors and publishers, including brokerage, consulting and research firms. Search by company name or ticker, keywords, published date, document type (e.g., EPS Estimates, Industry Overview, etc.), document language, author (contributors or publishers), industry, geographical region and country.

This new content is integrated into different parts of the database.  Here are a few tips for digging it up...

Just search for a publicly-traded company in the top left corner, then look for Research  among the company-specific options on the left side of the screen. (It's quite far down the list. Just keep swimming scrolling!)  

2. Search by Industry

Choose Markets at the top of the screen, then Industry (left side), then choose the option to Refine your industry selection. (Screenshot)

Once you've set your target industry, you should see several categories of relevant information, including an Investment Research section with recent equity analysis reports on companies in that industry.

3. Use the Research tab at the top of the screen

This approach will take you to a Quick Search screen that covers all of the Investment Research available in our CapIQ database. I'm sure you can figure it out from there, but here are a few highlights of content to watch out for, as well as a couple nonintuitive search tips.

CFRA as a contributor -- CFRA  bought S&P's equity research unit  a few years ago, which meant that core publications from S&P Global such as the S&P Industry Surveys were rebranded as CFRA titles. The content is still very useful, regardless of whose name is in the publication title. Search for CFRA in the Contributor content to focus on such publications as... (links go to screenshots of report covers): 

• CFRA Industry Surveys
• CFRA Stock Reports
• CFRA Quantitative Stock Reports

Exchange Traded Fund Reports  -- To find reports on Exchange Traded Funds, just search for ETF: in the keyword field , and limit the search to the headline only.  (And yes, do include the colon in your search.)

Mutual Funds -- To find reports on US Mutual Funds, search for MF: in the keyword field ... also in the headline only and with a colon at the end.

-- Mark ---------------------- Mark Bodnar Economics & Business Librarian [email protected]

P.S.: Bonus tip for reading this far: Because we also have a Compustat subscription via WRDS , S&P turned on Compustat data in our CapIQ subscription for many firms.  This means that when you search for a publicly traded company such as Bombardier or Apple, you can scroll down the left side and you'll often find both Financials (CapIQ data) and Compustat Financials (Compustat data) for your target firm. 

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Profiles for 60,000 public companies, over 685,000 private companies and over 10,000 private equity firms worldwide

Company intelligence includes detailed financials, transactions, competitive landscape, corporate governance, and historical filings

Detailed information on company professionals including relationships among firms and executives 

• Analysis  Detailed information on public and private companies, executives, directors, industry sectors and transactions.
• Screening  Create custom sets of companies or professionals based on multiple search criteria, including financial and qualitative items. Or screen for potential investors.
• Interview Preparation   Quickly gain an understanding of any company or investment firm. Familiarize yourself with current state of industry of your interest, including M&A activity in selected industry. Get the background and current position of senior management personnel.

How to Search

Top Menu Bar has tabs for My Capital IQ, Companies, Markets, Screening, Charting and Coverage. Left Menu offers more options for each of the Menu Bar function. Main Body displays the selected information. Search Bar at the top of the page allows you to search for the name of a company or person.

Top Menu Links:

• My Capital IQ is unique to your ID and can be personalized to show your favorites.
• Companies tab to search public and private company profiles, relationship analysis, news, events and filings and key business developments.
• Markets tab to find market overviews, M&A, industry overviews, interest rate market data and market analysis.
• Screening tab to find companies, people transactions and key developments that match industry, geography, financial, investment and event-driven outcomes. Each link in the screening menu corresponds to various qualitative & quantitative transactions. Click Quick Screener on left tab then View Criteria  for complete list of screening options.
• Charting tab to create easy and powerful company analysis.

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S&P Capital IQ NetAdvantage: New Name, Content, and Interface!

Introducing the new and improved NetAdvantage database!

• click the [Industry Surveys] button in the top menu, then choose from the list of industries
• search for a company to retrieve the company profile, then click [Industry Surveys] in the left navigation bar to retrieve the relevant industry survey
• Stock Reports also continue to be available, but are now found in the Equity Research section of a company profile. When viewing a company profile, click [Equity Research] in the left navigation bar, then select the CFRA Equity Research Report.
• expanded company universe of private and public companies (over 3 million)
• new investment research from third party research providers (when viewing a company profile select "Investment Research"; also available under the "Investment Research" tab)
• new industry data sets with benchmarks and key ratios (available under the "Markets" tab)
• new drill-downs to sub-industry data, including key stats and ratios and financial operating metrics (available under the "Markets" tab > "refine industries")
• financial data items with new embedded audit trails to see how an item is derived
• new chart builder tool
• any screen can now be downloaded to Excel, Word, or as a PDF
• Start by using the search box to retrieve a company profile for Tesla. Note the navigation links on the left side of the screen to additional research, including equity research, investment research, industry surveys, financials, peer analysis, and news.

• To retrieve Tesla's stock report, click [Equity Research] in the left navigation bar, then select the Tesla, Inc. CFRA Equity Research Report.

• To find additional analysis from brokerage firms click the link to the [Investment Research] section.

• Research Tesla's industry by clicking [Industry Survey]. Select the CFRA Industry Survey.

• Build a chart for Tesla. Customize the time period/date range, choose metrics, and add annotations if desired (e.g. filings, announcements, distress indicators, etc.). The "Compare" feature enables you to compare additional entities against your primary entity. Watch this chart builder video tutorial for more information about using chart builder.

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Data on public and private companies, investment firms, capital transactions, and people.  Includes S&P RatingsDirect. 

About this Database

Data on public and private companies, investment firms, capital transactions, and people. Provides sophisticated retrieval and personalization tools to create numerous reports. Also includes RatingsDirect, providing access to credit research on bond issues around the world, including public finance and structured finance issues. 

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HarvardKey Authorized Baker Visitors

Access notes

Capital IQ's academic license does not allow for use in conjunction with any outside organization, including for internships and field studies.

Known issue: Browser privacy settings affecting access for some users.

Solution:  In Chrome, Allow Third Party Cookies for capitaliq.com.  In Firefox disable “Enhanced Tracking Protection” for capitaliq.com.  

WRDS  access includes: Transactions, CIQ Key Developments, CIQ People Intelligence, and CIQ Capital Structure. Use the Compustat-Capital IQ link within WRDS to access these datasets.

Harvard University faculty, students (including MBA students) and researchers can request a WRDS account .

WRDS accounts are not provided or available for access during the summer or extended semester breaks.

See WRDS Cloud documentation for details on connecting via SSH to run programs in SAS, Python, R, or Stata.

HBS Executive Education (current AMP, GMP, OPM, PLD and SELP): Contact Baker Library to request access .

Stamps Reading Room users: Use Capital IQ icon on RR3-RR11.  Ask for assistance if password needed.

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Instructions to set up Capital IQ Excel Plug In for SSO

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As the official source for S&P Global Rating's credit ratings and research, plus additional market intelligence and risk indicators, RatingsDirect on the S&P Capital IQ platform gives you an essential view of the fixed-income markets that spans industries, companies and securities.

Request a complimentary trial today to access credit ratings and research for Corporations, Financial Institutions, Insurance, Structured Finance, Government, Infrastructure and US Public Finance sectors across the globe.

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Standard & Poor's Capital IQ: Venture Capital

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Venture Capital on Capital IQ

Using Capital IQ, you can create a screen for venture capital investors using type, industries of interest, investment size, and other criteria.  From your dashboard, or any other screen on Capital IQ, place your cursor over the tab titled Screening ,  on the horizontal row of tabs near the top of the page. When prompted with the Screening submenu, select Find Buyers or Investors,  under the heading  Targeting. 

Select Your Criteria

Choose the criteria you want for your screen from the box on the left, on the next page. Capital IQ offers five criteria groups:

• Stages (the stage of the investment life of the target, as well as investment type)
• Investment (the monetary size of the investments and/or the investor, in millions)
• Geographies

After selecting your criteria, make sure to press the gray Add to Criteria list on the bottom right of the criteria box. Make sure you do this for each of the types of criteria you are adding (up to five), to make sure all of your criteria is added to the screen. 

Refine Criteria

After you select your criteria, the box on the right of the screen will reflect the criteria you have selected, under the tab Selected Criteria . 

You can further refine your search criteria with five more categories:

• Company Types
• Investment and Advisory Firms
• Operating Status
• Ownership Status
• Direct Investments

If you are screening for venture capital firms alone, for example, you can first unselect all criteria under the criteria groups Company Types and Investment and Advisory Firms , and next select Private Investment Firm under Company Types , and PE/VC under Investment and Advisory Firms . This will lead your screen to find only venture capital and private equity firms. 

After selecting your criteria (and refining it, if needed), select Run Search.  You will next see the list of investors that matched your screening criteria. You can customize your results list to add data sets (such as company address, market capitalization, etc.,), by selecting the tab labeled  Customize Display Column, and using the search engine there to find the data set you want to add to your results list. 

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• 1 Research Impact
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• 18 Statistics
• 8 VC/PE/Startups

Analyst Reports & Equity Research

Use lseg workspace.

This is our best source for analyst reports/equity research (e.g. reports from Wall Street banks like Morgan Stanley).

LSEG Workspace replaced Eikon, Thomson ONE, and Refinitiv Workspace. It has a premium package of analyst reports called After Market Research (formerly known as Investext).

• Each user can view/download 150 billable pages of research reports per day.
• If our usage cap is reached access could be jeopardized. Please only use what you need.
• Faculty: We have a limited number of expanded licenses; Ask Us for information.
• LSEG Workspace – see LSEG Workspace access help
• Enter the company's name in the top left search box and select the company from the drop-down list.
• After their page loads, in the horizontal menu below the company's name, hover over News & Research and select Company Research (NEW) .
• In the top horizontal navigation menu, select Research > Advanced Research . If you don't see that option, in the main search box search for and select the Research Advanced Search (ADVRES) app.
• Refine your search by entering a date range and using the other options.
• To expand your search by adding synonyms, in the Search by Keywords box enter ~keyword and then press Tab (e.g. entering ~energy will display a list of synonyms like renewables and electricity). If you search by keywords, after you run the search you'll see two new columns in the results: Relevancy and Snippets . If you click on the number of snippets it will show you a preview of where the word appears in the report.

• To only see reports from banks/brokers, click in the Exclude Contributors by type box and check the box next to Independent Research Providers and Other Research Providers .
• To see where your search terms show up in a report, click on a report title and you'll see a page-by-page breakdown of the report and which pages contain your keywords. Click on the keyword to see a snipped of where it appears on the page.

• In the Search by company or portfolio text field, enter a company name or ticker.
• Check the Primary company only box.
• In the Search by keywords text field, enter exactly: initiat* NOT initiative .
• Change the Document parameter to Title.
• In the Date Range dropdown, select All.
• In the results table, click on the title of the report.
• While you will not be charged the Retail Value of the report, it does count towards Stanford's usage cap, so please only view/download what you need.
• In the upper right click View .
• A pop-up will ask you to confirm this action. Press Ok .
• Above the report in the upper right, click the download icon . (Note: as you've already viewed the report, you won't be charged again for downloading those same pages.)

Tips for working with the daily 150 page view/download limit:

• Be selective in terms of what reports you chose to view or download. See above suggestions or Ask Us for additional recommendations.
• Only view or download the specific pages you need, instead of the whole document. The last 3 or so pages tend to be disclaimers, which you may or may not want to read.

Other Options

You can also get reports and insights into companies in the following resources.

• Option 1: Add this your keyword search: pb(jpmorgan)
• Option 2: Go to Advanced Search . On the left select either Company Reports or Industry Reports . In the Report Provided by box , select JPMorgan Chase & Company . Add other items to the search (keyword, company, date, etc.)
• Search for the company and load its profile.
• In the left column, check out the Company Description and SWOT sections.
• TI (MarketLine)
• "company profile"

• Use the Research tab at the top.
• NOTE: This does NOT include premium equity research from Wall Street Banks. It will be limited to analysis done by S&P-affiliated contributors, like CFRA.
• Find books in SearchWorks , Stanford's libraries catalog.
• Search for business news & trade articles .

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How to find research reports? Have CapIQ, Factset

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I'm looking for research reports on the construction or milling industries in Canada/US and it's my first time using CapIQ and Factset and I'm not having much luck.

There's no pre-existing data since I'm at a boutique. Would you guys happen to have some good resources on how to find it? Or even where I should be looking on Capital IQ (I did an Advanced screening search)

I don't have any silver bananas, but I'll buy some if anyone can help. I'm not asking for any reports itself or any proprietary information, just thought CapIQ would be the best way but am struggling a bit with all the information here.

Thomson ONE has some industry reports (although generally geared towards equity investors) as well as equity research ofc

Factset has some bs research sources for free but you usually have to trade with a bank or pay directly to get their research.

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Q. Where can I find analyst research (investment banking or equity research)?

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Answered By: Business and Management Librarians Last Updated: Nov 28, 2023     Views: 22944

The following library databases offer access to analyst reports:

Mergent Online   

To search for and download reports, select the  Investext  tab from the navigation bar at the top of the page. You can choose from a range of criteria to narrow your search, including company name, industry, or keyword.  

Analyst Research for a specific company can also be found from within a Company Profile in Mergent Online. To view available reports, click the Company Reports tab and select  Broker Research Reports  from the sub-navigation menu. 

In most instances, reports will be made available in Mergent Online 1-3 days after the original date of publication. 

LSEG Workspace  (previously known as Refintiv Workspace)

Access to our largest collection of analyst reports on companies and industries, dating back to 1982. Coverage and availability will vary by the contributor.  LSEG Workspace replaced Thomson ONE in late 2021 .

LSEG Workspace offers access to reports from the following banks: JP Morgan; Morgan Stanley; Deutsche Bank; Credit Suisse; Barclays; Bank of America; Wells Fargo; RBC Capital Markets; UBS; HSBC; Nomura: Jefferies.  Research from Goldman Sachs or Citi is  not  available. 

This resource requires users to register for an individual account.  Learn more here .

To locate research reports on a specific company:

• Search for a specific company by name or ticker and open the profile
• Select News &  Research  from the navigation bar, then click on  Company Research (New)
• Use the search filters located at the top of the page to customize your results

To search for and download reports:

• Click on the Menu  icon, located in the upper left corner of the page, then select  Research.  Next, choose A dvanced Research .
• Alternatively, you can enter  ADVRES  in the search bar at the top of the page.  
• Use the search filters to refine your search.
• Search options include Keyword Search, Industry filter, Report type, and Contributor (or publisher). 

View the OnDemand training Module from LSEG

Note: There is a 150-page daily download limit for research reports. This resets at 12 AM ET. 

LSEG Workspace provides access to research that is unavailable in Mergent Online. 

Additional analyst research reports are also available on Bloomberg, Capital IQ, and Morningstar Direct. 

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Q. How do I find investment analysts' reports on companies, industries and geographies?

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Answered By: James Adams Last Updated: Jun 16, 2023     Views: 8369

Analyst reports contain advice on whether to buy or sell the securities of specific companies or industries. They are produced by research analysts employed by firms that may have an interest in selling securities; however, they can provide a useful model to students in understanding how investment professionals analyze an industry and what data points they find of most interest. The databases listed below contain analyst reports and other data used for company and industry research.

• Emerging Market Information System (EMIS): Once in a country's page in the database, click "Industry" and then select "Industry Research" to see whether any investment bank analyst reports are available.
• Capital IQ and S&P Capital IQ Pro both contain a number of investment reports. Register for these databases using your Harvard email address. Use the same password for both databases.
• FactSet : Platform used to analyze financial data from global equity and fixed income markets.  

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Analyst Reports

• Refinitiv Eikon Technical notes: Refinitiv Eikon is accessible for students on a terminal in the Kresge Library, Room K4521. We have two logins for Refinitiv Eikon reserved for Ross faculty and PhD use. To request registration and login information, email [email protected]. For analyst reports, once in Refinitiv, under Explore, go to: Research and then: Advanced Company Research

Corporate filings

Technical notes: You must create an account using your @umich email address.

On-site Databases

These databases need to be accessed within the Tozzi Financial Center .

• Multiple Bloomberg terminals are available in the Tozzi Center.
• Use Bloomberg to find c urrent and historical financial information on individual equities, stock market indices, fixed-income securities, currencies, commodities, and futures for both international and domestic markets.
• We currently have one Datastream seat for faculty and PhD users. To request registration and login information, email [email protected].
• Use Datastream for h istorical, global coverage of equities, stock markets, commodities, futures, currencies, options, bond markets, company financials, and economic data.
• NOTE: Datastream is installed on one of the public terminals in the Kresge Library (4th floor, Kresge Building)
• See more info on Datastream below.
• Factset is available in the Tozzi Financial Center.
• Use Factset to find  financial data from global equity and fixed income markets, and public and private companies
• Datastream (See Refinitiv Eikon) Datastream is a historical financial database with data on instruments from all major asset classes and economic indicators. Data spans bond indices, bonds, commodities, convertibles, credit default swaps, derivatives, economics, energy, equities, equity indices, ESG, estimates, exchange rates, fixed income, funds, fundamentals, interest rates, and investment trusts. Unique content includes I/B/E/S earnings estimate aggregates (International Brokers Estimate System), Worldscope Fundamentals Point in Time data, MCSI, DJ Stoxx and FTSE All World, and Reuters Polls. Technical notes: Datastream is accessible through the Refinitiv Eikon terminal in the Kresge Library, Room K4521. We have two logins for Refinitiv Eikon reserved for faculty use. We currently have one Datastream seat for faculty and PhD users. To request registration and login information, email [email protected]. If you have any questions, please write [email protected]. more... less... Coverage info from the vendor: Worldwide equity coverage direct from the stock markets, comprehensive market indices, economics data direct from national government sources as well as the OECD and IMF, fixed income securities and associated indices, commodities and derivatives data. Forecast earnings data from IBES, fundamental data from Worldscope and added value data sets from respected sources such as MSCI, DJ Stoxx and FTSE All World. Use policy: When using material from this database in reports and presentations, vendor contract requirements dictate that you must include the phrase, "Used with permission of Datastream."
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