Equity Research Analysis Skill
Combines consensus estimates, fundamentals, valuation, and macro into one equity workflow.
Before & after
Same prompt, same agent — the only difference is the skill.
Equity research involves looking at a company's financial performance, comparing it to industry benchmarks, and thinking about future growth potential. You'd want to gather analyst estimates and see what experts are saying about the stock. Understanding the macroeconomic environment helps contextualize a company's prospects. You might create a bull and bear case to think through different scenarios. Valuation metrics like P/E ratio help you understand if the stock is cheap or expensive. You'd also want to watch for risks that could impact the business. This kind of analysis helps inform investment decisions.
EQUITY RESEARCH SNAPSHOT: ELECTROCAR INC (TICKER: ECVI) IMPORTANT: Educational analysis only, not investment advice. CONSENSUS SNAPSHOT Price target: 87 dollars (range: 65-110) Analyst split: 8 BUY, 3 HOLD, 0 SELL Estimate dispersion: EPS 2026E ±12percent (flag: divergent views on margin pressure) FUNDAMENTALS SUMMARY Revenue 2024E: 2.3B (YoY +18percent) EBITDA margin: 14percent (vs peer avg 16percent) Free cash flow 2024E: 340M Debt/EBITDA: 2.1X (manageable, investment grade) 3-year revenue CAGR: 22percent Trend: Decelerating (2023 +28percent → 2024E +18percent) MALO CONTEXT • EV adoption cooling (US EV market +8percent YoY, down from 35percent peak) • Interest rates elevated → financing costs up for EV buyers • China competition intensifying (BYD, NIO price wars) • Tailwind: Fed rate cuts expected H2 2025 (boost consumer demand) BULL CASE (5 catalysts) 1. Gross margin expansion: New assembly plant (Texas) reaches 65percent capacity → 200bps upside 2. Software revenue: Subscription features (autonomous features, OTA updates) reach 10percent of revenue 3. Supply chain stabilization: Chip shortage ends → higher production volumes 4. Rate cuts: 2025 Fed cuts ease EV financing, drive demand rebound 5. European expansion: Launch in Germany + UK markets (3x market size) Upside price target: 125 dollars (12-month) BEAR CASE (4 risks) 1. Demand destruction: Macro slowdown hits affluent buyer pool (primary customer) 2. Competition: Tesla / BYD price cuts force margin compression 3. Execution risk: Texas plant ramp behind schedule (historical pattern) 4. Regulatory: Tariff on EV imports could hit supply chain Downside price target: 52 dollars (12-month) RISK-REWARD: Balanced at current 87-dollar price. Bull case requires execution; macro headwinds real.
About this skill
name: equity-research-analysis description: Use when Combines consensus estimates, fundamentals, valuation, and macro into one equity workflow.
Equity Research Analysis Skill
Gathers analyst consensus (highlighting where estimates disperse), reads multi-year fundamentals, studies investor positioning, adds macro context, and ties it into an investment narrative with bull/bear cases, catalysts, and an explicit risk-reward read. Educational, not investment advice.
What you get
- Available in the official LSEG plugin.
Customize your output
- Point it at your own workbooks/datasets and adapt the output structure to your reporting standards.
Example output
An institutional-style equity snapshot with bull/bear thesis.
Best for
Equity analysts and investment teams.
SKILL.md preview
---
name: equity-research-analysis
description: Run an equity research workflow combining analyst consensus, multi-year fundamentals, valuation, and macro context into an investment narrative with bull and bear cases.
version: 1.0.0
category: Finance / Research
author: AgentVolt
license: proprietary
tags:
- finance
- research
- flagship
---
# Equity Research Analysis Skill
Run an equity research workflow combining analyst consensus, multi-year fundamentals, valuation, and macro context into an investment narrative with bull and bear cases.
## When to use
… (sign up to view the full skill)More finance skills
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