Company Sponsored Research

Evaluate Research

 

Macroeconomics

Deep Value Stocks

Spin-Offs

Company Sponsored Research

 

Who We Are


Evaluate Research provides institutional quality research on midcap equities on a global basis. The need for independent company research is greater than ever before as brokerage firms and traditional sell-side research firms continue to shrink around the world. Our 30-page plus Initiation Reports evaluate in great details all aspects of publicly traded companies: growth opportunities, catalysts, business description, competitive positioning, SWOT analysis, risks, etc. In addition, we determine specific price targets for all covered companies based on detailed 5-year complete forecasts of financial statements including IS, BS, CF, ratios, etc. Our price targets are supported by long-term DCF models. Finally, whereas many sell-side brokers offer sketchy and irregular ongoing maintenance research of companies, if not outright dropped or termination of coverage, at Evaluate Research we systematically monitor and regularly publish Update Notes covering quarterly earnings, major corporate events, etc.

There are multiple benefits of having regular research coverage of public companies. Many institutional and retail investors will ignore and not invest in companies without research as they simply can't commit the time and effort to "reinvent the wheel" and understand a company from scratch. This is especially true for mid-size companies. Institutional and even retail investors may not always agree with the opinion and price target on any research reports, but it still nonetheless helps them to quickly determine what the issues, critical variables, outlook, etc. are for a company. Research coverage can lead to higher liquidity, more access to capital markets, a fair stock price, more access to all sorts of investors increased visibility of the company and management, etc.

To ensure the highest ethical behavior, the firm has adopted globally recognized CFA Institute Standards for conduct and research. All of Evaluate's research reports are written in-house by full-time dedicated staff. In addition, we have a team of independent advisors with many years of investment experience at highly regarded global investment firms.