- CFA Exams
- 2025 Level I
- Topic 5. Equity Investments
- Learning Module 5. Company Analysis: Past and Present
- Subject 1. Company Research Reports
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Subject 1. Company Research Reports PDF Download
Company research reports are comprehensive documents prepared by financial analysts or research firms that provide an in-depth analysis and evaluation of a specific company. They analyze a company's past and present financials, its industry and competitors, and forecast its future financial statements.
Elements of an initial company research report include front matter, recommendation, company description, industry overview and competitive positioning, financial analysis and model, valuation, ESG considerations, and risks. The primary audience is those who are not already knowledgeable about the issuer or security.
Elements of a subsequent company research report include front matter, recommendation, analysis of new information, valuation, and risks.
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I am happy to say that I passed! Your study notes certainly helped prepare me for what was the most difficult exam I had ever taken.
Andrea Schildbach
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