Solutions for Equity Research Analysts

The best recommendations are founded on reliable information. Don’t let faulty or incomplete data affect your ability to arrive at great recommendations.

Equity Research Graphic

Detailed company research

• Dive deep into the companies you are covering and all of their key competitors. With more than 17,500 stocks and over 4,500 data points - up to 30 years of history on each - YCharts is your one stop research portal.

• Analyze financial statements - 30 years of quarterly income statements, balance sheets, and cash flow statements - all in one location and a click away from your Excel spreadsheets.

• Know right away when new information is available or your companies’ key metrics change. With everything from automated models to customizable alerts on 4,500 metrics, staying current has never been easier.

• Power your proprietary financial models with our exhaustive database automatically. A single click updates your spreadsheets with the most recent data.

Macroeconomic data

• Demonstrate the effects that macroeconomic conditions have on the companies in your coverage universe. Visualize these relationships by comparing fundamental trends to economic data on the same interactive charts.

• Compile several datasets, adjust the frequencies and aggregation methods, then download in the format you desire. Save your customized settings for future access in our customizable Tables.

{{root.upsell.info.feature_headline}}.

{{root.upsell.info.feature_description}}

Please note that this feature is only available as an add-on to YCharts subscriptions.


Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{root.upsell.info.call_to_action}} No credit card required.

Already a subscriber? Sign in.