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Important definitions and terminologies used in Equity Research
A
Accounting Standards in Equity Research
Accrual Accounting in Equity Research
Active Management in Equity Research
Adjusted Earnings in Equity Research
Adjusted Gross Income (AGI) in Equity Research
Alpha in Equity Research
Alternative Minimum Tax (AMT) in Equity Research
Altman Z-Score in Equity Research
Amortization in Equity Research
Analyst Report in Equity Research
Annual Report in Equity Research
Annualized in Equity Research
Annualized rate of return in Equity Research
Appreciation in Equity Research
Arbitrage in Equity Research
Arbitrage Pricing Theory (APT) in Equity Research
Asset Allocation in Equity Research
Asset class in Equity Research
Asset Management in Equity Research
Average maturity in Equity Research
Average True Range (ATR) in Equity Research
B
Balanced fund in Equity Research
Bar Chart in Equity Research
Bear Market in Equity Research
Bearish in Equity Research
Benchmark in Equity Research
Beta in Equity Research
Bid-Ask Spread in Equity Research
Black-Scholes Model in Equity Research
Blue chip in Equity Research
Blue Chip Stocks in Equity Research
Board of Trustees in Equity Research
Bond in Equity Research
Bond Fund in Equity Research
Bond Ratings in Equity Research
Book Value in Equity Research
Bottom-up Approach in Equity Research
Break-even Analysis in Equity Research
Breakout in Equity Research
Breakpoint in Equity Research
Bull market in Equity Research
Bullish in Equity Research
Business Finance in Equity Research
C
Call Option in Equity Research
Capital in Equity Research
Capital Asset Pricing Model (CAPM) in Equity Research
Capital Budgeting in Equity Research
Capital Expenditures in Equity Research
Capital gain in Equity Research
Capital gains ex-date in Equity Research
Capital gains long term in Equity Research
Capital gains reinvest NAV in Equity Research
Capital gains short term in Equity Research
Capital loss in Equity Research
Capital Structure in Equity Research
Capitalization in Equity Research
Cash and Credit Management in Equity Research
Cash Conversion Cycle in Equity Research
Cash equivalent in Equity Research
Cash Flow from Operations in Equity Research
Cash Flow per Share in Equity Research
Cash Flow Statement in Equity Research
Cash Flow Valuation Process in Equity Research
Catalyst in Equity Research
Center for Carbon Transition (CTT) in Equity Research
Central Bank in Equity Research
Certainly, here are some additional terms for the glossary: in Equity Research
Certainly, here are some more terms for the glossary: in Equity Research
Certified Public Accountant (CPA) in Equity Research
Climate action 100+ in Equity Research
Closed-end Fund in Equity Research
Collateralized Debt Obligation (CDO) in Equity Research
Commercial Paper in Equity Research
Commodity Trading in Equity Research
Common stock in Equity Research
Company Analysis in Equity Research
Comparable Company Analysis in Equity Research
Competitive Business Strategies in Equity Research
Compound Annual Growth Rate (CAGR) in Equity Research
Compound Interest in Equity Research
Consolidated Financial Statements in Equity Research
Contingent deferred sales charge (CDSC) in Equity Research
Contract for Difference (CFD) in Equity Research
Convertible Securities in Equity Research
Corporate bond in Equity Research
Corporate engagement in Equity Research
Corporate Finance in Equity Research
Corporate Financial Planning in Equity Research
Corporate Governance in Equity Research
Corporate social responsibility in Equity Research
Cost of Capital in Equity Research
Country breakdown in Equity Research
Covering Analyst in Equity Research
Credit Analysis in Equity Research
Currency Hedging in Equity Research
Custodian in Equity Research
Cut-off time in Equity Research
D
Daily dividend factor (date) in Equity Research
Day Trading in Equity Research
Debt Rating in Equity Research
Debt Restructuring in Equity Research
Debt-to-Equity Ratio in Equity Research
Default in Equity Research
Deflation in Equity Research
Depreciation in Equity Research
Derivatives in Equity Research
Diluted Earnings Per Share (EPS) in Equity Research
Discount cash Flow Valuation Model in Equity Research
Discounted Cash Flow (DCF) Analysis in Equity Research
Distribution schedule in Equity Research
Diversification in Equity Research
Dividend in Equity Research
Dividend Discount Model (DDM) in Equity Research
Dividend Discount Models in Equity Research
Dividend paid in Equity Research
Dividend Payout Ratio in Equity Research
Dividend reinvest NAV in Equity Research
Dividend Reinvestment Plan (DRIP) in Equity Research
Dividend Yield in Equity Research
Dollar cost averaging in Equity Research
Dow Jones Industrial Average (Dow) in Equity Research
E
Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) in Equity Research
Earnings Per Share (EPS) in Equity Research
Earnings Quality in Equity Research
Economic Analysis in Equity Research
Economic Indicators in Equity Research
Economic Moat in Equity Research
Economic Value Added (EVA) in Equity Research
Effective Annual Rate (EAR) in Equity Research
Efficient Market Hypothesis (EMH) in Equity Research
Emerging Markets in Equity Research
Employee Stock Ownership Plan (ESOP) in Equity Research
Enterprise Multiple (EV/EBITDA) in Equity Research
Enterprise Value (EV) in Equity Research
Environmental in Equity Research
Environmental, social and governance (ESG) integration in Equity Research
EPS in Equity Research
Equities in Equity Research
Equity fund in Equity Research
Equity Income in Equity Research
Equity Research in Equity Research
Equity Risk Premium in Equity Research
Equity Valuation in Equity Research
ESG Investing in Equity Research
Exchange privilege in Equity Research
Exchange Rate Risk in Equity Research
eXchange-Traded Fund (ETF) in Equity Research
Ex-Dividend in Equity Research
Ex-Dividend date in Equity Research
Expense ratio in Equity Research
Expense ratio (date) in Equity Research
F
Federal Funds Rate (Fed Funds Rate) in Equity Research
Federal Reserve Board (The Fed) in Equity Research
Federal Reserve System in Equity Research
Financial Leverage in Equity Research
Financial Management in Equity Research
Financial materiality in Equity Research
Financial Modeling in Equity Research
Financial Ratio in Equity Research
Financial Risk in Equity Research
Financial Statement Analysis in Equity Research
Financial Statements in Equity Research
Fiscal Policy in Equity Research
Fixed income fund in Equity Research
Fixed income security in Equity Research
Fixed-Income Securities in Equity Research
Forecasting in Equity Research
Foreign Exchange (Forex) in Equity Research
Forward Contract in Equity Research
Forward P/E Ratio in Equity Research
Free Cash Flow (FCF) in Equity Research
Free Cash Flow Models in Equity Research
Free Float in Equity Research
Fund in Equity Research
Fundamental Analysis in Equity Research
Fundamental Indexing in Equity Research
G
Gamma in Equity Research
Gap Analysis in Equity Research
General Obligation Bonds in Equity Research
Geometric Mean in Equity Research
Gold Exchange Traded Fund (ETF) in Equity Research
Gordon Growth Model in Equity Research
Governance in Equity Research
Green Bond Principles in Equity Research
Green bonds in Equity Research
Gross Domestic Product (GDP) in Equity Research
Gross Margin in Equity Research
Growth Investing in Equity Research
Growth Rate Analysis in Equity Research
Growth Rate Sustainability in Equity Research
Growth Stock in Equity Research
Growth-style funds in Equity Research
H
Hedge Fund in Equity Research
Hedging in Equity Research
High Frequency Trading (HFT) in Equity Research
Historical Volatility in Equity Research
Holding Period Return in Equity Research
Home Equity in Equity Research
Horizontal Analysis in Equity Research
Human Capital in Equity Research
I
Impact investing in Equity Research
Index in Equity Research
Index and Indicators in Equity Research
Individual Retirement Account (IRA) in Equity Research
Industrial Forces in Equity Research
Industry Analysis in Equity Research
Inflation in Equity Research
Inflation-Protected Securities (TIPS) in Equity Research
Initial Margin in Equity Research
Initial Public Offering (IPO) in Equity Research
Insider Trading in Equity Research
Insider Trading Regulations in Equity Research
Interest Coverage Ratio in Equity Research
Interest rate in Equity Research
Interest Rate Risk in Equity Research
Interest Rates in Equity Research
Interest-rate risk in Equity Research
International Financial Reporting Standards (IFRS) in Equity Research
International Monetary Fund (IMF) in Equity Research
Intrinsic Value in Equity Research
Inventory Turnover Ratio in Equity Research
Investment advisor in Equity Research
Investment Banking in Equity Research
Investment company in Equity Research
Investment Evaluation in Equity Research
Investment grade bonds in Equity Research
Investment objective in Equity Research
Investment Policy Statement (IPS) in Equity Research
Investment stewardship in Equity Research
IPO Roadshow in Equity Research
IPO Underwriting in Equity Research
J
Joint Ventures in Equity Research
Junk bond in Equity Research
Junk Bond Rating in Equity Research
Junk Bonds in Equity Research
K
Key Performance Indicators (KPIs) in Equity Research
L
Large-cap in Equity Research
LBO (Leveraged Buyout) in Equity Research
Letter of intent in Equity Research
Leverage in Equity Research
Leverage Ratio in Equity Research
LIBOR (London Interbank Offered Rate) in Equity Research
Lipper ratings in Equity Research
Liquidity in Equity Research
Liquidity Ratio in Equity Research
Liquidity Risk in Equity Research
Loads (back-end, front-end and no-load) in Equity Research
Long-Term Debt in Equity Research
Long-Term Growth Rate in Equity Research
Long-term investment strategy in Equity Research
Low-Cost Provider Strategy in Equity Research
M
M1, M2, M3 in Equity Research
Macroeconomic Analysis in Equity Research
Macroeconomy in Equity Research
Management Discussion and Analysis (MD&A) in Equity Research
Management fee in Equity Research
Market Capitalization in Equity Research
Market Capitalization Weighting in Equity Research
Market Maker in Equity Research
Market Order in Equity Research
Market participants in Equity Research
Market price in Equity Research
Market Risk in Equity Research
Market Segmentation in Equity Research
Market timing in Equity Research
Marketable Securities in Equity Research
Maturity in Equity Research
Maturity distribution in Equity Research
Median Market Cap in Equity Research
Merger and Acquisition (M&A) in Equity Research
Mergers and Acquisitions (M&A) Advisory in Equity Research
Microeconomic Analysis in Equity Research
Mid-cap in Equity Research
Modeling in Equity Research
Momentum Trading in Equity Research
Monetary Policy in Equity Research
Money Market in Equity Research
Money market mutual fund in Equity Research
Morningstar ratings in Equity Research
Multiples Analysis in Equity Research
Municipal Bonds in Equity Research
Mutual fund in Equity Research
N
Naked Short Selling in Equity Research
NASDAQ in Equity Research
Net Asset Value (NAV) in Equity Research
Net Asset Value per share (NAV) in Equity Research
Net Income in Equity Research
Net Present Value (NPV) in Equity Research
Net Working Capital in Equity Research
Nominal Interest Rate in Equity Research
Non-Performing Loan (NPL) in Equity Research
Number of Holdings in Equity Research
O
Operating Income in Equity Research
Operating Lease in Equity Research
Operating Margin in Equity Research
Option Chain in Equity Research
Options in Equity Research
Options Trading in Equity Research
Order Book in Equity Research
Out-of-the-Money Option in Equity Research
P
P/B Ratio in Equity Research
P/E Ratio in Equity Research
P/E Ratio (1 yr forecast) in Equity Research
P/E Ratio (1 yr trailing) (long position) in Equity Research
Par Value in Equity Research
Paris Agreement in Equity Research
Passive Management in Equity Research
Pattern Day Trader in Equity Research
PEG Ratio in Equity Research
Performance Evaluation in Equity Research
Periodic Rate in Equity Research
Personal Financial Statement in Equity Research
Porter’s Five Force Analysis in Equity Research
Portfolio in Equity Research
Portfolio allocation in Equity Research
Portfolio Diversification in Equity Research
Portfolio holdings in Equity Research
Portfolio Management in Equity Research
Portfolio manager in Equity Research
Power Purchase Agreements (PPAs) in Equity Research
Preferred Dividend in Equity Research
Preferred Stock in Equity Research
Premium in Equity Research
Price-to-book in Equity Research
Price-to-Book (P/B) Ratio in Equity Research
Price-to-Cash Flow (P/CF) Ratio in Equity Research
Price-to-Earnings (P/E) Ratio in Equity Research
Price-to-Earnings Growth (PEG) Ratio in Equity Research
Price-to-Sales (P/S) Ratio in Equity Research
Primary Market in Equity Research
Private Equity in Equity Research
Private Placement in Equity Research
Profit Margin in Equity Research
Profitability Ratios in Equity Research
Prospectus in Equity Research
Proxy in Equity Research
Public offering price (POP) in Equity Research
Put Option in Equity Research
Q
Qualified Dividend in Equity Research
Qualitative Analysis in Equity Research
Quality distribution in Equity Research
Quantitative Analysis in Equity Research
Quantitative Easing (QE) in Equity Research
R
R2 in Equity Research
Ratings in Equity Research
Real Estate Investment Trust (REIT) in Equity Research
Real Interest Rate in Equity Research
Realized Gain/Loss in Equity Research
Recession in Equity Research
Redemption in Equity Research
Redemption Fee in Equity Research
Refinancing in Equity Research
Reinvestment option in Equity Research
Relative risk and potential return in Equity Research
Relative Valuation Models in Equity Research
Renewable Energy Certificates (RECs) in Equity Research
Return on Assets (ROA) in Equity Research
Return on Equity (ROE) in Equity Research
Return on Invested Capital (ROIC) in Equity Research
Return on Investment (ROI) in Equity Research
Revenue Growth in Equity Research
Revenue Recognition in Equity Research
Rights of accumulation in Equity Research
Risk Management in Equity Research
Risk Premium in Equity Research
Risk tolerance in Equity Research
Risk-Adjusted Return in Equity Research
Risk-Free Rate in Equity Research
Russell Indexes in Equity Research
S
Sales charge in Equity Research
Sales Forecasting in Equity Research
SEC Filings in Equity Research
Secondary Market in Equity Research
Sector in Equity Research
Sector breakdown in Equity Research
Securities in Equity Research
Securities and Exchange Commission (SEC) in Equity Research
Securities Lending in Equity Research
Sell-Side Analyst in Equity Research
Share in Equity Research
Share Buyback in Equity Research
Share class net assets (date) in Equity Research
Share classes in Equity Research
Shareholder Equity in Equity Research
Shareholders’ Equity in Equity Research
Sharpe Ratio in Equity Research
Short Selling in Equity Research
Short-Term Debt in Equity Research
Short-term investment in Equity Research
Simple Interest in Equity Research
Small-cap in Equity Research
Small-Cap Stocks in Equity Research
Social in Equity Research
Social bonds in Equity Research
Socially Responsible Investing (SRI) in Equity Research
SOTP Valuation in Equity Research
Standard & Poor’s Index in Equity Research
Standard Deviation in Equity Research
Statement of additional information (SAI) in Equity Research
Stock in Equity Research
Stock Fund in Equity Research
Stock Option in Equity Research
Stock Split in Equity Research
Stock Symbol in Equity Research
Stockholder in Equity Research
Stop-Loss Order in Equity Research
Straddle in Equity Research
Strip Bonds in Equity Research
Subordinated Debt in Equity Research
Supply and Demand in Equity Research
Sure, here are some additional terms for the glossary: in Equity Research
Sustainability Accounting Standards Board (SASB) in Equity Research
Sustainability Bonds in Equity Research
Sustainability-Linked Bonds (SLB’s) in Equity Research
Sustainable Development Goals (SDGs) in Equity Research
Sustainable investing in Equity Research
SWOT Analysis in Equity Research
Systematic investment plan in Equity Research
Systematic Risk in Equity Research
T
Task Force On Climate-related Financial Disclosures (TCFD) in Equity Research
Tax-exempt income in Equity Research
Technical Analysis in Equity Research
Technical Analysis Chart in Equity Research
Technical Indicator in Equity Research
Time horizon in Equity Research
Top 10 holdings in Equity Research
Top 10 long and short positions in Equity Research
Top five contributors in Equity Research
Top five detractors in Equity Research
Top five holdings in Equity Research
Top five industries in Equity Research
Top-down Approach in Equity Research
Total Addressable Market (TAM) in Equity Research
Total Return in Equity Research
Tracking Error in Equity Research
Transfer agent in Equity Research
Treasury bill in Equity Research
Treasury bond in Equity Research
Treasury note in Equity Research
Treasury security in Equity Research
Treasury Stock in Equity Research
Trustee in Equity Research
Turnover Ratio in Equity Research
U
Underperform in Equity Research
Undervalued in Equity Research
Underwriting in Equity Research
Uniform Transfers to Minors Act (UTMA) in Equity Research
Unit Trust in Equity Research
United Nations Global Compact (UNGC) in Equity Research
United Nations-convened Net-Zero Asset Owner Alliance in Equity Research
United Nations-Supported Principles for Responsible Investment (PRI) in Equity Research
Unsystematic Risk in Equity Research
V
Valuation in Equity Research
Value at Risk (VaR) in Equity Research
Value Investing in Equity Research
Value Stock in Equity Research
Value-style funds in Equity Research
Venture Capital in Equity Research
Volatility in Equity Research
Volatility Index (VIX) in Equity Research
W
WACC (Weighted Average Cost of Capital) in Equity Research
Warren Buffett in Equity Research
Weighted Average Cost of Capital (WACC) in Equity Research
Weighted average maturity in Equity Research
Working Capital in Equity Research
Wtd. Avg. Market Cap in Equity Research
Y
Yield in Equity Research
Yield Curve in Equity Research
Yield to maturity in Equity Research
Yield to maturity distribution in Equity Research
Yield-to-Maturity (YTM) in Equity Research
YTD in Equity Research
YTD Return (w load) in Equity Research
YTD total return in Equity Research
Z
Zero-Coupon Bond in Equity Research
Z-Score in Equity Research
