Equity Consulting Report PowerPoint Presentation Slides is a virtual tool for financial analysts to compile their investment research insights. This private financing PPT theme is replete with data visualization tools. Use pie charts, tabular formats, and other kinds of diagrams to present information about the target company’s financial health. Our equity investment analysis PowerPoint slideshow incorporates state of the art design elements. Using this equity valuation PPT presentation you can consolidate a visually-appealing financial ratio analysis. Build a crisp industry overview involving competitive environment analysis and the latest industry trends. Our investment research PowerPoint templates help you to compile valuation analysis using various methods. Risk assessment is another important aspect that you can address with the help of this Equity research PPT slideshow. Elaborate on the types of risks like currency risk, inflation risk, and so on. Private equity consulting even helps you to identify and portray the intensity of each type of risk. https://bit.ly/3kuXvnu

1. Your C ompany N ame
Equity
Consulting
Report

2. Agenda for Equity Research Report
2
Analyzing the following aspect of the Company
o Companies Financial Performance
o Ratio Analysis
o Companies Financial Modeling
Help in taking Buy/Sell Decisions for
Future Investment
Add Text Here
Add Text Here
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.

3. Table of Content
3
o Equity Research
Report Overview
o Analyst Highlights
Executive Summary
o Competitive Environment
Analysis
o Key Industry Trends
Industry Overview
o Target Company Overview
o Income Statement
o Balance Sheet
o Vertical and Horizontal Analysis
o Shareholding Pattern
o SWOT Analysis
o Historical Share Price Performance
Target Company Highlights
o Liquidity Ratios
o Asset Management Ratios
o Leverage Ratios
o Profitability Ratio
o Valuation Ratio
Financial Ratio Analysis
o Methods Used for Valuation
o Discounted Cash Flow Method
o Relative Value Approach
o Precedents Overview
Valuation Analysis
o Types of Risk
o Risk Rating
Risk Factors
o About Us
o Equity Research Team
structure
o Equity Research Team
Members
About Our Company
Review and Rating

4. Table of Content
4
Executive Summary
Equity Research Report Overview
Analyst Highlights

5. Equity Research Report Overview
5
The following Equity Research Report covers is an in-depth analysis of Abc Co and performed
by Your_Company_Name
Equity Research Report Date – 12-october-2019
Submitted to – Add Client Name Here
Add Details Here
Add Details Here
The following slide provides and overview of the equity research report and displays some key stats about the target company . The slide also provides a brief Introduction about the equity
research report.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Target Company : ABC co
Add Your
Company
Logo Here
Founded
in
1919
Dividend
per Share
FY 18 - $1.2
PE
Ratio
18.4x
Add
Details
About the target
company here
$ 8.94 Bn
Net Sales for
Fiscal Year 2019
Add
Details
About the target
company here

6. Figures in Millions USD 2018 2019 Add Text Here
Total Revenue 880 929 XXXX
Operating Income 58 55 XXXX
Net Income XX XX XXXX
Analyst Highlights
6
The purpose of the following slide is to highlight the process of equity research which starts from Industry analysis and ends with recommendations from
the analyst.
Summary :
o ABC Co is a successful manufacturing firm that has shows positive and strong organic growth over the years
o Company’s major advantages include strong brand value and multi marketing channels to approach the end user
o ABC Co has shown promising growth of 20 % over the year
o Add Text Here
o Add Text Here
Analyst Opinion : NEUTRAL
October 2019
Poor Good Neutral

7. Table of Content
7
Industry Overview
Competitive Environment Analysis
Key Industry Trends

8. Competitive Environment Analysis
8
The following slide provides a detailed analysis of the market share of our company in comparison to the competition.
Unique Selling Proposition Valuation (in $) Revenues in (in $) Net Profit Margin
Our Company Longer Life of Phone XXXX XXXX 14%
Competitor 1 Latest Software XXXX XXXX 15%
Competitor 2 Add USP Here XXXX XXXX 16%
Competitor 3 Add USP Here XXXX XXXX 17%
Competitor 4 Add USP Here XXXX XXXX 18%
Competitor 5 Add USP Here XXXX XXXX 19%
Target
Company
Competitor 1Competitor 2
Competitor 3
Competitor 4
Competitor 5
30
25
20
12.5
7.5 5
Market Share
CompetitiveEnvironmentAnalysis

9. Competitive Environment of the Industry Cont…
This slide provides a brief analysis of the competitors Market share, geographical presence and their employee strength.
9This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Company Name Founded in Headquarters Market Share
Geographical
Presence
No of Employees
Add
Parameter Here
Competitor 1 2002 California , USA 18%
N.A. ,E.U. ,M.E., Af
,Aus
5,000 Add Text Here
Competitor 2 1984 California , USA 25%
N.A. ,E.U. ,M.E., Af
,Aus
74,000 Add Text Here
Competitor 3 1988 Tokyo, Japan 12%
N.A. ,E.U. ,M.E., Af
,Aus
6,000 Add Text Here
Add Text Here Add Text Here
Add Text Here Add Text Here Add Text Here Add Text Here
Add Text Here
Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here
N.A.-North America E.U.- Europe M.E.- Mid East Af – Africa Aus- Australia

10. Key Industry Trends for Equity Research
The following slide to enlists various Industry trends that will influence the market and will influence the company.
10This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
o New Trend predicts
increase in the bring
your own device in
office .
o Add Text Here
01
New BYOD
Technology
o Heavy market
influence and out
follow of cash from
general economy via
cryptocurrency
o Add Text Here
02
Increase in
Crypto
Currency
o Increase in cloud
computing
technology
o Add Text Here
03
Cloud
Computing
o Large number of
companies adopt and
prefer the usage of
Artificial Intelligence
o Add Text here
04
Increase in the
use of AI
o Add Trend Here
o Add Trend Here
05
Add Trend
Here

11. Table of Content
11
Target Company Highlights
Target Company Overview
Income Statement
Vertical and Horizontal Analysis
SWOT Analysis
Historical Share Price Performance
Balance Sheet
Shareholders Pattern

12. Target
Company Name
Target
Company Logo
Target Company Overview for Equity Research
12
The purpose of the following slide is to provide an overview of the company on which the equity research report is being made. This slide highlights the year in which the company was founded
in, number of employees it has, multiple global locations etc .
One of the largest Research and
Consultancy company in the world
Net Sales of over $ 7 Bn in Fiscal year 2018
One of the largest market Share in US
99 Years of consulting and making
research report
Add Text Here
Founded in
1919
Headquartered
Chicago, Illinois
No. of Global
Locations
Net Sales for
Fiscal Year 2019
$ 8.94 Bn
R&D Budget for
Fiscal Year 2019
$ 57.3 MM
No of Employees
13,400
Merger with XYZ
Co. for
$ 10.9 Billion
Acquisition of
DEF. Bros of
Wisconsin
Key Highlights

13. Income Statement of Target Company
The purpose of the following slide is to display the organizations profit and loss statements Key Performance Indicators such as Net Sales, Expenses , EBITDA and Profit before and after tax.
13This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Q1 Q2 Q3 Q4
FY2019
Revenue $506,142 $398,605 $302,704 $102,550
Cost of Revenue $135,248 $112,130 $87,100 $67,100
Gross Profit $370,894 $286,475 $215,604 $110,550
Operating Expenses:
Research and Development $136,791 $115,928 $102,500 $824,805
Sales and Marketing $303,319 $253,020 $242,184 $154,601
General and Administrative $84,805 $38,182 $71,923 $754,589
Total Operating Expenses xxx xxx xxx xxx
Loss from Operations xxx xxx xxx xxx
Interest Expense, Net xxx xxx xxx xxx
Other Income(expenses), Net xxx xxx xxx xxx
Loss Before Provision for Income Taxes xxx xxx xxx xxx
Provision for Income Taxes xxx xxx xxx xxx
Net Loss Attributable to Common Stockholders xxx xxx xxx xxx
Net Loss Per Common Share, Basic and Diluted xxx xxx xxx xxx
Weighted-average Shares used to Compute Net Loss Per Share, Basic and Diluted xxx xxx xxx xxx
xxx xxx xxx xxx

14. Balance Sheet – FY19 (Tabular Form) 1 of 1
14
The purpose of the following slide is to display the key performance indicators of the balance sheet for four quarters of FY 2019. These KPIs can be Current assets, Current Liability , Total
Assets and Total Liabilities.
FY 19
Q1 Q2 Q3 Q4
Shareholders‘ Equity 529.8 1,067.8 1,294.6 1,632.4
Non–current Liabilities 535.0 548.2 513.5 989.0
Short–term Borrowings Xxxx xxxx xxxx xxxx
Trade Payables xxxx xxxx xxxx xxxx
Other Current Liabilities xxxx xxxx xxxx xxxx
Short Term Provisions xxxx xxxx xxxx xxxx
Current Liabilities xxxx xxxx xxxx xxxx
Total Liabilities xxxx xxxx xxxx xxxx
All Figures in USD MM
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BalanceSheet

15. Balance Sheet – FY19 (Tabular Form) 2 of 2
15
The purpose of the following slide is to display a tabular representation of the key performance indicators of the balance sheet for four quarters of FY 2019.
These KPIs can be Current assets, Current Liability , Total Assets and Total Liabilities.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
BalanceSheet
Total Fixed Assets Q1 Q2 Q3 Q4
Non–Current Investments 26.6 26.6 104.5 26.6
Long Term Loans and Advances - 8.0 73.4 204.8
Other Non–Current Assets - 13.8 - -
Current Investments XXXX XXXX XXXX XXXX
Inventories XXXX XXXX XXXX XXXX
Trade Receivables XXXX XXXX XXXX XXXX
Cash and Bank Balances XXXX XXXX XXXX XXXX
Short–term Loans & Advances XXXX XXXX XXXX XXXX
Other Current Assets XXXX XXXX XXXX XXXX
Current Assets XXXX XXXX XXXX XXXX
Total Assets XXXX XXXX XXXX XXXX
All Figures in USD MM

16. Target Company Vertical and Horizontal Analysis
The purpose of the following slide is to display a tabular representation of vertical and horizontal analysis of the target companies .
16
GKSR Income Statement 2018 2019 Increase ($) %YoY Change
Rental Operations 801,240 847,401 46,161 5.8%
Direct Sales 79,603 82,141 2,538 3.2%
Net Revenues $880,843 $929,542 $48,699 5.5%
Cost of Rental Operations (518,543) (541,392) (22,849) 4.4%
Cost of Direct Sales XXXX XXXX XXXX XXXX
Selling and Administrative Costs XXXX XXXX XXXX XXXX
Operating Expenses XXXX XXXX XXXX XXXX
EBITDA XXXX XXXX XXXX XXXX
Depreciation XXXX XXXX XXXX XXXX
Amortization of Intangibles XXXX XXXX XXXX XXXX
EBIT XXXX XXXX XXXX XXXX
Interest Expense XXXX XXXX XXXX XXXX
Income Before Income Taxes XXXX XXXX XXXX XXXX
Provision for Taxes XXXX XXXX XXXX XXXX
PAT XXXX XXXX XXXX XXXX
Basic EPS
Diluted EPS
XXXX XXXX XXXX XXXX
All Figures in USD MM
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17. Target Company's Shareholding Pattern for Equity Research (1/2)
The following slide displays the share holding pattern of the company, the graph provides percentage of shares that are held by promotor groups, domestic institutional investors, foreign
Institutional investors, Private Corporate Bodies and General public.
17This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Domestic
Institutional
investors
Foreign
Institutional
investors
44%
7%7%
5%
37%
Promoter
Group
General
Public
Private
Corporate
Bodies
No
of Shareholders
No of Fully Paid Equity
Share
Total Number of Shares
10 650,000 650,000
200 100,000 Xxxxx
500 50,000 Xxxxx
500 50,000 Xxxxx
5,000 200,000 Xxxx
6,210 1,050,000 Xxx
Shareholding Pattern as of Q4 November 2019

18. Target Company's Shareholding Pattern for Equity Research (2/2)
18
The following slide highlights the shareholding pattern of the company, the provided table highlights the shareholders, total number of shares
and %age of the same.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Shareholding pattern as of Q4 November 2019
Shareholders Total Number of Shares %age
John Orton 100 50
Randy Michaels 25 12.5
Tony Cena 25 12.5
Bruce Wayna 25 12.5
Clark Helmsley 25 12.5
Add Shareholder Name Here XX XX
Total XX XX

19. Target Company Financial SWOT Analysis for Equity Research
19
SWOT
Strength
o Strong financials
o Efficient Management
o Big Brand recognition
o Skilled workforce
o Repeat clients
o Cost advantages
Weakness
o Outdated technology.
o Lack of capital
o High Debt
o Add Text Here
o Add Text Here
Opportunity
o Internal growth opportunity- (New
product, new market etc)
o External growth opportunity
(Mergers & Acquisitions)
o Expansion Relaxing government
regulations
o New technology (R&D)
Threats
o Competition
o Changing consumer preferences/
new trends
o Unfavorable Government
regulations
o Add Text Here
o Add Text Here

20. Historical Share Price Performance for Equity Research
The following slide displays the historical share performance of the organization and displays various key events that increased or decreased the sock price.
20
$0
$15
$30
$45
$60 Stock Price Performance & Key Events (Company A)
Jan 16: New
CFO appointed
Jun 16: Merger
with Abc co
Nov 16: New Service
Line launch
May 18: Add
Text Here
Sep 19: Add
Text Here
January 2016 : Appointment of new CFO
having 25+ years of experience
June 2016 : Merger with Abc co worth 275
MM USD
November 2016 : Launch of new service line
by the company
May 2018 : Add details of the key events
here
September 2019 : Add details of key events
here
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

21. Table of Content
21
Financial Ratio Analysis
Liquidity Ratios
Asset Management Ratios
Leverage Ratios
Profitability Ratio
Valuation Ratio

22. Liquidity Ratio FY 19 for Equity Research
22
LiquidityRatio
Add your analysis of the ratios here
Higher current ratio indicates better liquidity of the company , current ratio above 1
indicates good liquidity of the organization
High quick ratio indicates that the company is experiencing good growth and can
convert receivable into cash at a higher rate
Add your analysis of the ratios here
Interpretation
Current Ratio
Current Asset / Current Liability
2.5x
Quick Ratio
Current Asset – Inventory / Current Liability
1.2x
The following slide displays the analysis of the companies liquidity ratio of the financial year 19 as its analysis the current ratio , quick ratio and the net working capital of the organization.

23. Asset Management ( Turnover) Ratios FY 19 for Equity Research
23
The following slide displays the analysis of the company's asset management or turnover ratio of the financial year 19 as it analysis the account payable ratio, asset turnover ratio , fixed asset
turnover ratio and inventory turnover ratio.
Interpretation
Add Your Ratio Analysis Here
High receivable turnover ratio are positive indicator for the organization, it indicates that the
company have a relatively short time between credit purchase and their repayment
High inventory turnover ratio is a positive indicator and implies that the company has good
demand and the product is being sold at a good pace in market
High fixed asset turnover ratio is a positive indicator and implies that the company
handling its fixed asset in a good way
High asset turnover ratio is a positive indicator and implies that the company
handling its asset in a good way
Account Payable Turnover Ratio
Total Purchase / Average Account Payable
Asset Turnover ratio
Net Sales / Average Total Asset
Fixed Asset Turnover ratio
Net Sales / Average Fixed Asset
Inventory Turnover Ratio
COGS / Average Inventories
Receivable Turnover ratio
Net Credit Sales / Average Account Receivable
5.2x
2.1x
3.2x
2.5x
4.1x
AssetManagementRatios

24. Leverage Ratios FY19 for Equity Research
24
The following slide displays the analysis of the company’s leverage ratio o of the financial year 19 as it analysis the debt to asset ratio, debt to
equity ratio, debt to capital ratio and debt to EBITDA ratio.
Interpretation
Low debt to asset ratio is a positive indicator and implies that the company has less
assets that are funded by debt
Low debt to equity ratio is a positive indicator and implies that company has more
assets funded by equity rather than debt
Low debt to capital ratio is a positive indicator and implies that company has
more equity based capital in comparison to debt
Add Your Ratio Analysis Here
Add Your Ratio Analysis Here
Debt-to-Assets Ratio
Total Debt / Total Assets
Debt-to-Equity Ratio
Net Sales / Average Total Asset
Debt-to-Capital Ratio
Today Debt / (Total Debt + Total Equity)
Debt-to-EBITDA Ratio
Total Debt / Earnings Before Interest
Taxes Depreciation & Amortization (EBITDA)
Asset-to-Equity Ratio
Total Assets / Total Equity
0.14x
0.20x
0.14x
2.5x
2.5x
LeverageRatios

25. Profitability Ratio FY19 for Equity Research
25
The following slide displays the analysis of the company’s profitability ratio of the financial year 19 as it analysis the gross profit ratio, net profit
ratio and return on asset ratio.
Interpretation
Add Your Ratio Analysis Here
High gross profit ratio is a positive indicator and indicates that the organization
has managed its cost of sales effectively, it means that for every unit sold
company earns 55 % of gross profit
High net profit ratio is a positive indicator and implies that the organization is able
to effectively control its cost and provide good sales and service. It means that
the company is earning more than the expenses being incurred on production
2.5x
55%
25%
5.2%
Add Text Here
Add Text here / Add Text Here
Gross Profit Ratio
Gross Profit / Net Sales Revenues
Net Profit Ratio
Profit Interest / Sales (Revenues)
Return on Asset
Net Income / Average Total Asset
ProfitabilityRatio

26. Profitability Ratio FY19 for Equity Research
26
18.4 x
0.89 x
XX
XX
Price-to-Earning (P/E)
Share Price / Earning Per Share
Price-to-Book Value (P/B)
Current Share Price / Book Value per Share
Price-to-Sales (P/S)
Market Capitalization/ Total Revenues
Price-to-Cash Flow
Add Text here / Add Text Here
Interpretation
High price to earning ratio indicates that the investors are ready to 18.4 $ per share
in the market
Low price to book value ratio indicates that the investors are willing to pay more
than the actual book value of the organization
Add Your Ratio Analysis Here
Add Your Ratio Analysis Here
ProfitabilityRatio
The following slide displays the analysis of the company’s profitability ratio of the financial year 19 as it analysis the gross profit ratio, net profit ratio and return on asset ratio.

27. Table of Content
27
Valuation Analysis
Method Used for Valuation
Discounted Cash Flow Method
Relative Value Approach
Precedents Overview

28. Projections
Discount Rate
Present
Value
Sensitivity
Analysis
FCFF
Terminal Value
Adjustments
Comparative Analysis of the target company and
major competition on the market
Market
Cap
Price
Sales
EBITDA
EBITA
Earning
Per Share
Methods Used for Valuation in Equity Research
The following slide displays the equity valuation methods such as balance sheet methods, earning multiple methods and discounted cash flow method.
28
Discounted Cash Flow Relative Valuation Approach

29. Discounted Cash Flow Method for Company Valuation
The purpose o the following slide is to provide target company valuation using discounted cash flow method , the provided table hoighlights the net operating losses , free cash flow and total enterprise valuation
of the target company.
29
Start Up Year 2016 2017 2018 2019 2020E 2021E 2022E
Balance Sheet Check OK OK OK OK OK OK OK
Valuation
EBIT (2,573,040) (1,340,320) (57,140) (1,233,760) (2,782,080) (4,941,600) 5,738,560
Net Operating Year
Opening Balance 0 2,573,040 3,913,360 3,856,220 2,622,460 0 0
Current Loss 2,573,040 1,340,320 0 0 0 0 0
Sub Total 2,573,040 3,913,360 3,913,360 3,856,220 2,622,460 0 0
Loss Used 0 0 57,140 1,233,760 2,622,460 0 0
Closing Balance xxxxx xxxxx xxxxx Xxxxx xxxxx xxxxx xxxxx
Free Cash Flow xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
DCF Valuation
NPV of Forecast (1,098,526)
Terminal Value (EBITDA Multiple) 50,068,480
NPV of Terminal Value 13,973,194
Total Enterprise Value 12,874,658

30. Relative Valuation Approach for Equity Research
The following slide displays the market data , financial data and valuation of multiple companies of the market. The provided table compares the price , market cap , Sales , EBITDA ,
earning and P/E ratio.
30
Market Data Financial Data Valuation
Price Market Cap Sales EBITDA EBIT Earnings EV sales EV EVBITDA EVBIT P/E
($/Share) $M $M $M $M $M x x x x
38.15 168,042 46,856 13,105 11,128 7,382 4.1x 14.2x 16.7x 22.9x
81.40 123,885 66,416 12,345 9,879 5,619 2.3x 11.8x 14.7x 22.2x
52.33 10,328 5,998 1,320 1,104 621 2.2x 9.8x 11.7x 16.8x
69.65 11,619 2,247 607 585 358 4.8x 18.2x 18.8x 32.6x
20.82 965 646 79 67 42 1.6x 12.6x 14.7x 23.6x
Company Name
Company ABC
Competitor 1
Competitor 2
Competitor 3
Competitor 4

31. Precedents Overview for Equity Research
The following slide shows the precedent overview of the equity research , as the provided table highlights the transaction date, acquirer, Target and the value.
31
Transaction Date Acquirer Target
Ent.
Value
LTM
EBITDA
EV/
EBITDA
6 March 2018 Company A Company G $4,222.5 $407.5 $11.0x
20 Feb 2018 Company B Company H $2,400.0 $287.0 $8.8.0x
31 Oct 2018 Company C Company I $655.6 $52.0 $13.8.0x
19 Nov 2018 Company D Company J $5,588.5 $420.0 $14.8.0x
31 March 2018 Company E Company K $955.3 $101.5 $10.5x
01 Feb 2018 Company F Company $1,594.2 $110.1 $14.4x
Average: 11.5x
In $ millions
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32. Table of Content
32
Risk Factors
Types of Risk
Risk Rating

33. Types of Risk for Equity Research
The purpose of the following slide is to show multiple risk associated with equity research , these risk can be equity risk, interest rate risk , currency risk , Liquidity risk and concertation risk .
33
Risk Description Comments
Equity Risk Losses can be incurred by immediate drop in the price of shares due to uncertainty of demand and supply Add Text Here
Interest rate risk Risk of incurring losses due to fluctuation of interest rate , higher interest rate can have negative impact on bonds Add Text Here
Currency risk Risk of incurring losses due to increase and decrease in exchange rate of currency Add Text Here
Liquidity risk Risk of not being able to convert shares into cash due to multiple risk factors Add Text Here
Concentration risk Risk of investing funds into one single security thus increasing the risk magnitude Add Text Here
Credit risk Add description about the risk here Add Text Here
Inflation risk Add description about the risk here Add Text Here
Add Risk Here Add description about the risk here Add Text Here
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.

34. Risk Rating
The purpose of the following slide is to provide rating to the multiple risk based on their impact and probability.
34
Impact Probability Risk Rating
Interest Rate Risk
Add Text Here
Add Text Here
Add Text Here
Currency Risk
Add Text Here
Add Text Here
Add Text Here
Concentration Risk
Add Text Here
Add Text Here
Credit Risk
Add Text Here
Add Text Here
Add Text Here
Inflation Risk
Add Text Here
Add Text Here
Add Text Here
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
RiskCategory
Risk Elements
Risk Rating Key
Low
Medium
High
M
M
M
L
H
L
L
L
L
L
L
L
H
L
L
H
H
L
L
L
H
L
L
L
L
L
L
L
M
M
M
L
M
L
L
L
L
L
M
L
L
L

35. Table of Content
35
About Our Company
About Us
Equity Research Team Members
Equity Research Team Structure

36. About Us for Equity Research
36
The purpose of the following slide is to provide the overall business summary of the organization. The following slide covers the organization history and the services that are offered by them .
AboutUs
Who we are
Founded in 1998 under the leadership of Mr. Rey Helmsley ABC Equity Research Co has been
providing its services for more than 22 years
Headquartered in Pasadena California
o Add small summary about your company here
o Add Text Here
We take pride in providing you with choice to:
o You choose the investment style
o You choose the investment horizon
o You choose the investment theme
Our Services
o Investment research
o Credit Research
o Equity Research
o Financial Analysis
o Add Text here
Financial
Research Services
o Market Landscape Assessment
o Computer Landscape
o Market Forecast
o Add Text Here
Pharma
Research
o Media monitoring
o Social Media Monitoring
o Add Text Here
Media
Research
o Add Text Here
o Add Text Here
o Add Text Here
Add
Service Here

37. Head of
Research/Equities
Senior
Analyst
Associate
Junior
Analyst
Junior
Analyst
Senior
Analyst
Associate
Junior
Analyst
Junior
Analyst
Senior
Analyst
Associate
Junior
Analyst
Junior
Analyst
Equity Research Team Structure
37
The purpose of the following slide is to show the team structure of the equity research team.

38. Equity Research Team Members (1/2)
38
The purpose of the following slide is to show the review and ratings of the company provided by the analyst. The table highlights P/E ratio, valuation score, Net profit . The table also provides
weightage average of the same.
Designation
Name
“Write key credentials and major highlights of the team member”
Designation
Name
“Write key credentials and major highlights of the team member”
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.

39. Equity Research Team Members (2/2)
39
Designation
Name
“Write key credentials and major highlights of the team member”
Designation
Name
“Write key credentials and major highlights of the team member”
Designation
Name
“Write key credentials and major highlights of the team member”
The purpose of the following slide is to show the equity research team of the organization as it highlights the key credentials of the team members, their names and their designation.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.

40. Table of Content
40
Review and Rating

41. Review and Rating (1/2)
The purpose of the following slide is toe show the review and ratings of the company provided by the analyst. The table highlights P/E ratio, valuation score, Net profit etc.
41This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Overall Analyst Rating 80/100
SWOT
5 2
15
Price to Book Value
0.89
High
in Industry
Net Profit Qtr Cr
425 MM
114.19% Decrease
Over Last Year
Operating Revenues Qtr Cr
15,437.80 MM
16.24% Increase
Over Last Year
70
High Financial
Strength
80
Mid
Valuation
52.4
Technically
Neutral
210,661MM
High
in industry
821.2
9.89%
Upside
Durability Score Valuation Score Momentum Score Market Capitalization AVG Broker Target
18.2
High
in industry
P/E Ratio

42. ReviewandRating Review and Rating (2/2)
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Scoring Criteria : 1-Very Poor, 2 – Poor, 3- Average , 4-Good , 5- Very Good
Overall Analyst Rating 80/100
The purpose of the following slide is toe show the review and ratings of the company provided by the analyst. The table highlights P/E ratio, valuation score, Net profit . The table also provides
weightage average of the same.
Criteria Figures Rating (1-5)
Profit to Equity Ratio 18.2
Profit to Book Value Ratio 0.89
Valuation Score 80
Market Capitalization 210,000 MM
Operating revenue 15,437 MM
Net Profit 425 MM
Add Parameter Here XXXX
Add Parameter Here XXXX

43. Balance Sheet
Organization Performance Dashboard for Equity Research
43
TOTAL ASSETS € 3.630.271
CURRENT ASSETS € 3.630.271
Cash € 356.722
Accounts Receivable € 812.320
Inventory € 425.260
Long-Term Assets € 770.100
Total Liabilities € 1.715.435
Current Liabilities € 420.160
Accounts Payable € 415.185
Other Liabilities € 164.721
Shareholder Equity € 2.560.510
Current stock €
865.580
Current earnings € 630.910
Return on Assets
0
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40
60
80
100
Q2
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18%
Working Capital Ratio
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4.2/2
Return on Equity
0
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40
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100
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2019
Q1
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Q2
2020
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29%
Debt–Equity Ratio
0
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0.52/1
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

44. Liquidity Analysis of Company for Equity Research
The following slide displays the analysis of the companies liquidity ratio of the financial year 18 and 19 as its analysis the current ratio , quick ratio and the net working capital of the
organization.
44
o Higher current ratio indicates better liquidity of the company , current ratio above 1 indicates good liquidity of the organization
o High quick ratio indicates that the company is experiencing good growth and can convert receivable into cash at a higher rate
o Add interpretation of current and quick ratios here .
o Add interpretation of current and quick ratios here
0
0.2
0.4
0.6
0.8
1
1.2
1.4
1.6
2017 2018 2020
Current ratio Quick Ratio Add Text Here
Ratios 2018 2019
Current Ratio 0.84 1.52
Quick Ratio 0.78 1.15
Net working Capital 1.22 MM 2.44 MM
Interpretation

45. Icons Slide for Equity Consulting Report
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48. Our Mission
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53. Post It Notes
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54. Timeline
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2018
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56. Thanks for watching!
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