SlideShare a Scribd company logo
Husky Growth Fund
Nick Gearhart
Equity Research Analyst
763.567.0339
Invest@stcloudstate.edu
Date
Company Name
Action
Stock Exchange: Ticker; USD Price, Market Cap
Price Target, USD, XX.XX ↑/↓ XX.XX
Sector:
Industry:
Cap: Small/Mid/Large
Earnings: Summarize the
previous quarter’s earnings with
pros and cons of the company’s
highlights. Also, highlight when the
next earnings date is and what the
analyst consensus is and
expectations for the company.
*This report is published for educational purposes only by students who are actively managing the Husky Growth Fund at St. Cloud State University
** Sources include:
Investment Summary: This section should include
main reasons why you believe your stock is a
BUY/SELL/HOLD. REMINDER: We are a growth fund,
which means we want to look for future growth in the
companies we invest in… common research ideas listed
below:
 Summarize 1st Reason: Supporting themes
should start very basic and related to the company’s
forward looking statements or plans to open new
locations, decrease expenses, increase production, etc.
 Summarize 2nd Reason: A common
supporting theme would be your company’s earnings
and revenue. Highlight past earnings performance as
well as the streets consensus for future expectations.
 Summarize 3rd Reason: Additional
supporting metrics would be revenue growth, gross
margin, operating margin, and any other forward
looking price multiples (P/E, P/EBITDA, P/S, P/B,
EV/EBITDA, EV/S, etc.) (Metric time periods…
YOY, QvsQ, etc.)
*(Insert your stocks graph for the past five
years compared to its sector spdr and our fund
bench march indicators from Fidelity)
Business Description: This section should include a
brief description of the company and its products and services.
It should also convey a clear understanding of the company’s
economics, including a discussion of key drivers of revenues
and expenses. Much of this information can be sourced from
the company itself and via regulatory filings, as well as
industry publications.
Competitor Analysis: list
largest companies in industry as
well as market cap and possibly a
key metric (P/E, P/EBITDA, P/S,
P/B, EV/EBITDA, EV/S)
Competitors
Firm Market Cap P/E
Your stock X.X B xx.xx
Firm ABC X.X B xx.xx
Firm XYZ X.X B xx.xx
Firm DEF X.X B xx.xx

More Related Content

Similar to Husky Growth Fund - Equity Research - report template

Eurion - Sample business plan
Eurion - Sample business planEurion - Sample business plan
Eurion - Sample business plan
Eurion Constellation
 
There is a sample paper attached and the 3 other papers that were al
There is a sample paper attached and the 3 other papers that were alThere is a sample paper attached and the 3 other papers that were al
There is a sample paper attached and the 3 other papers that were al
chestnutkaitlyn
 
· Imagine that you are a financial manager researching investments.docx
· Imagine that you are a financial manager researching investments.docx· Imagine that you are a financial manager researching investments.docx
· Imagine that you are a financial manager researching investments.docx
LynellBull52
 
Awah Favour Business Plan.pptx
Awah Favour Business Plan.pptxAwah Favour Business Plan.pptx
Awah Favour Business Plan.pptx
FavourAwah
 
FIN 336 Final Proj
FIN 336 Final ProjFIN 336 Final Proj
FIN 336 Final Proj
ChereCheek752
 
Suggest the primary reasons why the selected stock is a suitable investment f...
Suggest the primary reasons why the selected stock is a suitable investment f...Suggest the primary reasons why the selected stock is a suitable investment f...
Suggest the primary reasons why the selected stock is a suitable investment f...
Rohit1247
 
Assignment 1 Discussion QuestionSustainable competitive advanta.docx
Assignment 1 Discussion QuestionSustainable competitive advanta.docxAssignment 1 Discussion QuestionSustainable competitive advanta.docx
Assignment 1 Discussion QuestionSustainable competitive advanta.docx
fredharris32
 
Companies for your comparative analysis Caterpillar Inc. and Deere .pdf
Companies for your comparative analysis Caterpillar Inc. and Deere .pdfCompanies for your comparative analysis Caterpillar Inc. and Deere .pdf
Companies for your comparative analysis Caterpillar Inc. and Deere .pdf
aishwaryaequipment
 
Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docx
Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docxAssignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docx
Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docx
felicitytaft14745
 
Startup business plan template 2
Startup business plan template 2Startup business plan template 2
Startup business plan template 2
Kunal Ashar
 
Startup business plan template 2
Startup business plan template 2Startup business plan template 2
Startup business plan template 2
Kunal Ashar
 
Equity Research 16 December 2002AmericasUnited Stat.docx
Equity Research 16 December 2002AmericasUnited Stat.docxEquity Research 16 December 2002AmericasUnited Stat.docx
Equity Research 16 December 2002AmericasUnited Stat.docx
YASHU40
 
Acct 201 Course Project Assignment #2-GROUP for [insert INDUSTRY.docx
Acct 201 Course Project Assignment #2-GROUP for [insert INDUSTRY.docxAcct 201 Course Project Assignment #2-GROUP for [insert INDUSTRY.docx
Acct 201 Course Project Assignment #2-GROUP for [insert INDUSTRY.docx
annetnash8266
 
Brookside energy ltd
Brookside energy ltdBrookside energy ltd
Brookside energy ltd
Gagan Dharwal
 
Business plan essentials
Business plan essentialsBusiness plan essentials
Business plan essentialsShankaran Rd
 
B-plan for VC funding
B-plan for VC fundingB-plan for VC funding
Business Plan Template
Business Plan TemplateBusiness Plan Template
Business Plan TemplateTyrone Scott
 

Similar to Husky Growth Fund - Equity Research - report template (18)

Eurion - Sample business plan
Eurion - Sample business planEurion - Sample business plan
Eurion - Sample business plan
 
There is a sample paper attached and the 3 other papers that were al
There is a sample paper attached and the 3 other papers that were alThere is a sample paper attached and the 3 other papers that were al
There is a sample paper attached and the 3 other papers that were al
 
· Imagine that you are a financial manager researching investments.docx
· Imagine that you are a financial manager researching investments.docx· Imagine that you are a financial manager researching investments.docx
· Imagine that you are a financial manager researching investments.docx
 
Awah Favour Business Plan.pptx
Awah Favour Business Plan.pptxAwah Favour Business Plan.pptx
Awah Favour Business Plan.pptx
 
FIN 336 Final Proj
FIN 336 Final ProjFIN 336 Final Proj
FIN 336 Final Proj
 
Suggest the primary reasons why the selected stock is a suitable investment f...
Suggest the primary reasons why the selected stock is a suitable investment f...Suggest the primary reasons why the selected stock is a suitable investment f...
Suggest the primary reasons why the selected stock is a suitable investment f...
 
Assignment 1 Discussion QuestionSustainable competitive advanta.docx
Assignment 1 Discussion QuestionSustainable competitive advanta.docxAssignment 1 Discussion QuestionSustainable competitive advanta.docx
Assignment 1 Discussion QuestionSustainable competitive advanta.docx
 
Companies for your comparative analysis Caterpillar Inc. and Deere .pdf
Companies for your comparative analysis Caterpillar Inc. and Deere .pdfCompanies for your comparative analysis Caterpillar Inc. and Deere .pdf
Companies for your comparative analysis Caterpillar Inc. and Deere .pdf
 
Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docx
Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docxAssignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docx
Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docx
 
Startup business plan template 2
Startup business plan template 2Startup business plan template 2
Startup business plan template 2
 
Startup business plan template 2
Startup business plan template 2Startup business plan template 2
Startup business plan template 2
 
Equity Research 16 December 2002AmericasUnited Stat.docx
Equity Research 16 December 2002AmericasUnited Stat.docxEquity Research 16 December 2002AmericasUnited Stat.docx
Equity Research 16 December 2002AmericasUnited Stat.docx
 
Acct 201 Course Project Assignment #2-GROUP for [insert INDUSTRY.docx
Acct 201 Course Project Assignment #2-GROUP for [insert INDUSTRY.docxAcct 201 Course Project Assignment #2-GROUP for [insert INDUSTRY.docx
Acct 201 Course Project Assignment #2-GROUP for [insert INDUSTRY.docx
 
Brookside energy ltd
Brookside energy ltdBrookside energy ltd
Brookside energy ltd
 
Business plan essentials
Business plan essentialsBusiness plan essentials
Business plan essentials
 
B-plan for VC funding
B-plan for VC fundingB-plan for VC funding
B-plan for VC funding
 
Marketing planning
Marketing planningMarketing planning
Marketing planning
 
Business Plan Template
Business Plan TemplateBusiness Plan Template
Business Plan Template
 

Recently uploaded

Falcon Invoice Discounting: Optimizing Returns with Minimal Risk
Falcon Invoice Discounting: Optimizing Returns with Minimal RiskFalcon Invoice Discounting: Optimizing Returns with Minimal Risk
Falcon Invoice Discounting: Optimizing Returns with Minimal Risk
Falcon Invoice Discounting
 
NO1 Uk Divorce problem uk all amil baba in karachi,lahore,pakistan talaq ka m...
NO1 Uk Divorce problem uk all amil baba in karachi,lahore,pakistan talaq ka m...NO1 Uk Divorce problem uk all amil baba in karachi,lahore,pakistan talaq ka m...
NO1 Uk Divorce problem uk all amil baba in karachi,lahore,pakistan talaq ka m...
Amil Baba Dawood bangali
 
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
Vighnesh Shashtri
 
Scope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theoriesScope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theories
nomankalyar153
 
Which Crypto to Buy Today for Short-Term in May-June 2024.pdf
Which Crypto to Buy Today for Short-Term in May-June 2024.pdfWhich Crypto to Buy Today for Short-Term in May-June 2024.pdf
Which Crypto to Buy Today for Short-Term in May-June 2024.pdf
Kezex (KZX)
 
what is a pi whale and how to access one.
what is a pi whale and how to access one.what is a pi whale and how to access one.
what is a pi whale and how to access one.
DOT TECH
 
NO1 Uk Black Magic Specialist Expert In Sahiwal, Okara, Hafizabad, Mandi Bah...
NO1 Uk Black Magic Specialist Expert In Sahiwal, Okara, Hafizabad,  Mandi Bah...NO1 Uk Black Magic Specialist Expert In Sahiwal, Okara, Hafizabad,  Mandi Bah...
NO1 Uk Black Magic Specialist Expert In Sahiwal, Okara, Hafizabad, Mandi Bah...
Amil Baba Dawood bangali
 
Economics and Economic reasoning Chap. 1
Economics and Economic reasoning Chap. 1Economics and Economic reasoning Chap. 1
Economics and Economic reasoning Chap. 1
Fitri Safira
 
Chương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdfChương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdf
va2132004
 
一比一原版UOL毕业证利物浦大学毕业证成绩单如何办理
一比一原版UOL毕业证利物浦大学毕业证成绩单如何办理一比一原版UOL毕业证利物浦大学毕业证成绩单如何办理
一比一原版UOL毕业证利物浦大学毕业证成绩单如何办理
ydubwyt
 
Webinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont BraunWebinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont Braun
FinTech Belgium
 
The European Unemployment Puzzle: implications from population aging
The European Unemployment Puzzle: implications from population agingThe European Unemployment Puzzle: implications from population aging
The European Unemployment Puzzle: implications from population aging
GRAPE
 
Monthly Economic Monitoring of Ukraine No. 232, May 2024
Monthly Economic Monitoring of Ukraine No. 232, May 2024Monthly Economic Monitoring of Ukraine No. 232, May 2024
655264371-checkpoint-science-past-papers-april-2023.pdf
655264371-checkpoint-science-past-papers-april-2023.pdf655264371-checkpoint-science-past-papers-april-2023.pdf
655264371-checkpoint-science-past-papers-april-2023.pdf
morearsh02
 
how can I sell pi coins after successfully completing KYC
how can I sell pi coins after successfully completing KYChow can I sell pi coins after successfully completing KYC
how can I sell pi coins after successfully completing KYC
DOT TECH
 
The new type of smart, sustainable entrepreneurship and the next day | Europe...
The new type of smart, sustainable entrepreneurship and the next day | Europe...The new type of smart, sustainable entrepreneurship and the next day | Europe...
The new type of smart, sustainable entrepreneurship and the next day | Europe...
Antonis Zairis
 
what is the best method to sell pi coins in 2024
what is the best method to sell pi coins in 2024what is the best method to sell pi coins in 2024
what is the best method to sell pi coins in 2024
DOT TECH
 
一比一原版Birmingham毕业证伯明翰大学|学院毕业证成绩单如何办理
一比一原版Birmingham毕业证伯明翰大学|学院毕业证成绩单如何办理一比一原版Birmingham毕业证伯明翰大学|学院毕业证成绩单如何办理
一比一原版Birmingham毕业证伯明翰大学|学院毕业证成绩单如何办理
betoozp
 
Intro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptxIntro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptx
shetivia
 
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfUS Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
pchutichetpong
 

Recently uploaded (20)

Falcon Invoice Discounting: Optimizing Returns with Minimal Risk
Falcon Invoice Discounting: Optimizing Returns with Minimal RiskFalcon Invoice Discounting: Optimizing Returns with Minimal Risk
Falcon Invoice Discounting: Optimizing Returns with Minimal Risk
 
NO1 Uk Divorce problem uk all amil baba in karachi,lahore,pakistan talaq ka m...
NO1 Uk Divorce problem uk all amil baba in karachi,lahore,pakistan talaq ka m...NO1 Uk Divorce problem uk all amil baba in karachi,lahore,pakistan talaq ka m...
NO1 Uk Divorce problem uk all amil baba in karachi,lahore,pakistan talaq ka m...
 
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...
 
Scope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theoriesScope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theories
 
Which Crypto to Buy Today for Short-Term in May-June 2024.pdf
Which Crypto to Buy Today for Short-Term in May-June 2024.pdfWhich Crypto to Buy Today for Short-Term in May-June 2024.pdf
Which Crypto to Buy Today for Short-Term in May-June 2024.pdf
 
what is a pi whale and how to access one.
what is a pi whale and how to access one.what is a pi whale and how to access one.
what is a pi whale and how to access one.
 
NO1 Uk Black Magic Specialist Expert In Sahiwal, Okara, Hafizabad, Mandi Bah...
NO1 Uk Black Magic Specialist Expert In Sahiwal, Okara, Hafizabad,  Mandi Bah...NO1 Uk Black Magic Specialist Expert In Sahiwal, Okara, Hafizabad,  Mandi Bah...
NO1 Uk Black Magic Specialist Expert In Sahiwal, Okara, Hafizabad, Mandi Bah...
 
Economics and Economic reasoning Chap. 1
Economics and Economic reasoning Chap. 1Economics and Economic reasoning Chap. 1
Economics and Economic reasoning Chap. 1
 
Chương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdfChương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdf
 
一比一原版UOL毕业证利物浦大学毕业证成绩单如何办理
一比一原版UOL毕业证利物浦大学毕业证成绩单如何办理一比一原版UOL毕业证利物浦大学毕业证成绩单如何办理
一比一原版UOL毕业证利物浦大学毕业证成绩单如何办理
 
Webinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont BraunWebinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont Braun
 
The European Unemployment Puzzle: implications from population aging
The European Unemployment Puzzle: implications from population agingThe European Unemployment Puzzle: implications from population aging
The European Unemployment Puzzle: implications from population aging
 
Monthly Economic Monitoring of Ukraine No. 232, May 2024
Monthly Economic Monitoring of Ukraine No. 232, May 2024Monthly Economic Monitoring of Ukraine No. 232, May 2024
Monthly Economic Monitoring of Ukraine No. 232, May 2024
 
655264371-checkpoint-science-past-papers-april-2023.pdf
655264371-checkpoint-science-past-papers-april-2023.pdf655264371-checkpoint-science-past-papers-april-2023.pdf
655264371-checkpoint-science-past-papers-april-2023.pdf
 
how can I sell pi coins after successfully completing KYC
how can I sell pi coins after successfully completing KYChow can I sell pi coins after successfully completing KYC
how can I sell pi coins after successfully completing KYC
 
The new type of smart, sustainable entrepreneurship and the next day | Europe...
The new type of smart, sustainable entrepreneurship and the next day | Europe...The new type of smart, sustainable entrepreneurship and the next day | Europe...
The new type of smart, sustainable entrepreneurship and the next day | Europe...
 
what is the best method to sell pi coins in 2024
what is the best method to sell pi coins in 2024what is the best method to sell pi coins in 2024
what is the best method to sell pi coins in 2024
 
一比一原版Birmingham毕业证伯明翰大学|学院毕业证成绩单如何办理
一比一原版Birmingham毕业证伯明翰大学|学院毕业证成绩单如何办理一比一原版Birmingham毕业证伯明翰大学|学院毕业证成绩单如何办理
一比一原版Birmingham毕业证伯明翰大学|学院毕业证成绩单如何办理
 
Intro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptxIntro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptx
 
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfUS Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
 

Husky Growth Fund - Equity Research - report template

  • 1. Husky Growth Fund Nick Gearhart Equity Research Analyst 763.567.0339 Invest@stcloudstate.edu Date Company Name Action Stock Exchange: Ticker; USD Price, Market Cap Price Target, USD, XX.XX ↑/↓ XX.XX Sector: Industry: Cap: Small/Mid/Large Earnings: Summarize the previous quarter’s earnings with pros and cons of the company’s highlights. Also, highlight when the next earnings date is and what the analyst consensus is and expectations for the company. *This report is published for educational purposes only by students who are actively managing the Husky Growth Fund at St. Cloud State University ** Sources include: Investment Summary: This section should include main reasons why you believe your stock is a BUY/SELL/HOLD. REMINDER: We are a growth fund, which means we want to look for future growth in the companies we invest in… common research ideas listed below:  Summarize 1st Reason: Supporting themes should start very basic and related to the company’s forward looking statements or plans to open new locations, decrease expenses, increase production, etc.  Summarize 2nd Reason: A common supporting theme would be your company’s earnings and revenue. Highlight past earnings performance as well as the streets consensus for future expectations.  Summarize 3rd Reason: Additional supporting metrics would be revenue growth, gross margin, operating margin, and any other forward looking price multiples (P/E, P/EBITDA, P/S, P/B, EV/EBITDA, EV/S, etc.) (Metric time periods… YOY, QvsQ, etc.) *(Insert your stocks graph for the past five years compared to its sector spdr and our fund bench march indicators from Fidelity) Business Description: This section should include a brief description of the company and its products and services. It should also convey a clear understanding of the company’s economics, including a discussion of key drivers of revenues and expenses. Much of this information can be sourced from the company itself and via regulatory filings, as well as industry publications. Competitor Analysis: list largest companies in industry as well as market cap and possibly a key metric (P/E, P/EBITDA, P/S, P/B, EV/EBITDA, EV/S) Competitors Firm Market Cap P/E Your stock X.X B xx.xx Firm ABC X.X B xx.xx Firm XYZ X.X B xx.xx Firm DEF X.X B xx.xx