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6 min

A beginners guide to an equity research survey

An introduction to equity research surveys and how they're used in an investment process

Mar 15, 2023
B2B market research
B2C market research


Equity research surveys are a key tool for many analysts. They can help you get the best insights into your company's financial situation. Equity research surveys are an important tool for investors. They provide valuable insight into market trends and help you determine the best time to act on an idea. To get the most out of equity research surveys, you need to know how and when to use them. This article will teach you how firms use equity research surveys in their investment process, from conducting the survey itself to analysing the results and integrating them into your workflow. Here's everything you need to know about equity research surveys:

What is an equity research survey?

An equity research survey serves as a way for analysts to validate their hypotheses and can be instrumental in helping businesses improve. An equity research survey can be invaluable when it comes time for management teams and boards of directors at these organisations to make decisions about future plans or initiatives they want to implement.

Let's take a step back to define what equity research is all about. Equity research is performed both in buy-side and sell-side firms. Buy-side firms are those that purchase securities and these can include pension funds and hedge funds. On the other hand, sell-side firms are those that sell or trade securities and include investment banks. In a buy-side firm, analysts perform equity research to provide reports and recommendations to investment managers who have the final say on which securities to hold. In a sell-side firm, an equity research analyst's job is to produce reports for the sales agents. These agents then go on to sell investments to the client and the public. Equity research analysts have a responsibility to be transparent about their work. This is so that investors can make informed decisions about which stocks to buy or sell based on their analysis.

Learn more about the difference between buy-side and sell-side firms in this article.

Who should conduct an equity research survey?

An equity research survey is a method of getting insights into the market, company, customers, or competitors. It can be used to understand customer behaviour and preferences, as well as competitor strengths and weaknesses. An equity research analyst typically conducts these surveys as part of their research process. 

Investment banks and brokerage houses conduct equity research surveys. The goal of an equity research survey is to give investors information about a company's prospects. In this way, they can make informed decisions on whether or not to invest in it.

The results of an equity research survey should be given directly to the buy or sell side professionals. This is so that they can use them when making future business decisions. 

How often should companies conduct equity research surveys?

The frequency with which companies should conduct equity research surveys depends on the industry and size of your company. If you're a start-up, it's important to do them more often as you need to gain market share quickly and get ahead of your competitors. Large companies can be less active in this regard. This is because they have already established themselves in their respective markets. However, they may still find value in conducting them regularly.

If there are many competitors within your industry, then conducting surveys on a frequent basis will help keep track of how each one is performing relative to one another.

Timing is critical in equity research surveys. If you're looking at a survey that has been done recently, it's important to consider the time frame of the survey results. If a company has just announced earnings or other news that could affect its stock price, it may not be representative of what investors think about the company overall. A well-executed equity research survey can help you determine the best time to act on a trade idea.

Why do an equity research survey?

You might be wondering how analysts use the results of an equity research survey. Well, let's take a look at how they can help:

  • Analysts get a better understanding of their audience and market. This helps them to make more informed decisions about their own business strategy and product offerings.
  • Enable companies to discover new insights into their customers and competitors that they wouldn't otherwise have access to without running these types of studies in the first place.
  • Give analysts an idea of the industry. This is so they can use those trends when creating investment strategies for clients who want advice on where best to place their money.

Equity research surveys are a key resource for any investor who wants to stay current with financial market trends. By using these surveys, you can better filter company information and avoid stale data. Additionally, equity research surveys provide valuable insight into market trends, which can help you make more informed investment decisions.

Some benefits of conducting an equity research survey include:

1. Gauge investor sentiment

2. Learn about the market

3. Track the performance of your portfolio against benchmarks

4. Identify trends in the financial markets

How does an equity research survey work?

Companies use an equity research survey to collect data on a topic, in this case, market sentiment. Companies can conduct this survey online or offline, depending on the type of information that they need to collect.

A company will decide how many people it wants to include in its sample size. This depends on what type of business they are doing and how much money they want to spend on conducting the survey. Surveys can be conducted in a number of ways: online, by phone, or in person. The type you choose depends on what kind of information you're looking for and how much time you have available to conduct the survey.

The questionnaire design process involves creating questions that will allow you to get answers from your target audience. Once designed, these questions need to be tested and you present them during data collection methods such as interviews or focus groups. Once you finalise the questions and the target audience for an equity research survey, you can launch the survey. When the survey is ready to go, it's time to distribute it. You can send it out via email or social media posts, which makes for a short and simple process. Just make sure you're only sending your survey to people who are likely to respond.

How does an equity research survey support an investment decision?

Surveys are an important part of making investment decisions. They are used to gather information on the needs and wants of customers, which can then be used to help make better business decisions. A survey is a great way to gather data about a specific topic. It can help you understand the interests and needs of your customers, or it can tell you how different groups of people feel about something.

A survey can be conducted in a number of ways. For example, it could be an online survey where people fill out the form on their own. Or, it could involve face-to-face interviews with individuals who are willing to answer questions about the topic at hand.

In an investment decision, conducting a survey can help provide insight into what people think about the market. This helps inform the investor's decision-making process. The investor will gain knowledge on whether or not they should invest in that particular company or not based on what other people are saying about them. In an investment decision, surveys are used to determine whether or not there is a market for a product or service.

Equity research surveys can provide a snapshot of the market

Equity research surveys provide valuable insight into market trends. They're a good way to stay informed about the financial markets and keep up with what's happening in the industry.

Equity research surveys are essentially a snapshot of market sentiment, which is useful because it helps investors stay current with financial market trends. Equity research helps investors identify the most promising stocks to invest in at any given time, as well as identify potential risks associated with those stocks (such as regulatory changes).

You can also use an equity research survey to gather information on a company's market share. For example, if you're trying to decide whether or not to invest in a particular stock, an equity research survey will help you determine how many people have already invested in it and how it is expected to perform in the future.

Conducting a survey in a financial decision is an excellent way to arrive at the best possible solution. A survey allows you to ask people who are familiar with your business and its situation what they think the best decision would be so that you can make the most informed choice possible.

More about equity research

Essentially, equity research works to provide professionals with recommendations on whether to buy, hold or sell a particular asset. The main job of an equity research analyst is to produce timely reports and recommendations. The aim is to produce timely and high-quality analysis, whether for the sell-side or the buy-side. Most equity research analysts specialise in a particular industry or sector. The goal here is that they acquire specialised knowledge and become experts in that field. An equity research analyst's job can be divided into three parts:

  1. Gathering the latest information using both internal and external data
  2. Analysing the information gathering using various financial models and algorithms
  3. Making recommendations through an equity research report

Some industries where equity research is performed most commonly are listed below:

  1. Healthcare
  2. Internet and Telecommunications
  3. Energy
  4. Mining
  5. Technology

Some notable equity research firms include BNP Paribas Securities, Lazard Capital Markets, JP Morgan, and Morgan Stanley. Analysts typically prepare their recommendations in an equity research report. Different types of equity research reports include a sector report, company update report, and initiation report. Learn more about the different categories of reports in this article. The report can focus on a specific stock or industry sector or geographic region, The report typically includes DCF modelling, valuations, and the analysts' final recommendations. 

What is the difference between equity research and investment banking?

You might be wondering what is the difference between an equity research analyst and an investment banker. Equity research analysts are responsible for preparing reports and financial models. These reports and models then become the basis for client decision-making. Additionally, the analyst studies the financial environment in a particular sector or industry and makes recommendations to the client. Whereas, an investment banker acts as an agent between investors and companies looking for funding. An investment banker conducts research to support deals and helps companies to raise debt or equity.


An equity research survey is a questionnaire that asks investors to share their opinions on a company or industry. An investor can also use an equity research survey to gather data on how they make investment decisions, such as how much time they spend researching companies before making an investment decision, what information sources they use when making those decisions, and so on. Analysts use equity research surveys to gather feedback from investors about a particular topic in order to gain insight into market sentiment.

We hope this post has given you some insight into how you can use equity research surveys to improve your investment process. We also encourage you to check out our website, which offers more information on how we work with clients and what sets us apart from other companies in our industry. If you enjoyed reading this article, you might also want to check out: How to use B2B due diligence surveys in your investment decisions.

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