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Equity Research Templates

Valuatum’s report templates for Microsoft Word and PowerPoint offer an individual and high-quality layout for equity research reports. Automatic data population, clear user interface, dynamic structure and a large number of pre-prepared tables and graphs speed up report preparation significantly.

Equity_Research_TemplateReport templates can be populated with data, tables and graphs generated by users or imported to database from other sources. This imported data can include e.g. share price information, peer group data or consensus estimates from information providers, like Bloomberg and ThomsonReuters. The templates also allow you to include data from multiple companies, e.g., for producing sector reports or a peer group for a single company. All customer made components can be re-used in other report templates.

The most important features include:

  • Fully integrated with Microsoft Word and PowerPoint
  • Clear and logical user interface
  • Large number of pre-prepared tables and graphs
  • Automatic data population
  • Customized, high-quality layout