• Asset Management Firms

• Hedge Funds

• Sovereign Wealth Funds

• Pension Funds

• Insurance Investment Teams

• Private Equity Firms

• Family Offices

• Investment Advisory Firms

• Investment Banks (Equity Research Divisions)

• Equity Research Divisions (Independent)

• Endowments & Foundations

• Multi-Strategy Investment Firms

• Long-Only Equity Teams

• Long/Short Equity Funds

• Institutional Brokers

• Global Investment Consultants

• Research Aggregators / Data Platforms

To request coverage, institutional clients may begin by submitting a brief request through our website contact form. This captures essential details such as your firm name, contact information, and the company you wish to analyzed.

Once your request is reviewed and approved, we send a secure payment link along with next steps. Upon confirmation of payment, we begin the research and modeling process. There are no lengthy questionnaires, meetings, or scheduling hurdles — the process is built to be straightforward and efficient.

After you fill out and submit the form called INSTITUTIONAL RESEARCH ORDER on our website, our team will carefully review your request and respond via email within 3–5 business days

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If your institution aligns with our client scope and the company you’ve identified falls within our research coverage, we will provide our U.S. business bank account details for a wire transfer to the email address you submitted.

Your request will be handled with full attention to clarity, accuracy, and timeliness, in keeping with our standards.

Approval depends on (1) the institutional profile of the requester, and (2) whether the company fits our research sectors and financial data standards. We focus on research quality, sector fit, and clarity of disclosure.

You will receive a comprehensive equity research report exceeding 75+ pages (PDF), along with a fully integrated, institution-grade Excel financial model. These materials are built for deep internal analysis and investment committee use.

The equity research report and advance financial model includes:

• Global macroeconomic outlook and sector-specific themes

• Company background, strategic direction, and capital allocation trends

• Segment-level forecasts for revenue, margin, and volume

• Historical adjustments and restatements for true comparability

• Three-statement projections with fully reconciled assumptions

• Valuation using WACC-based DCF and peer-based analysis

• Scenario-based value range across bull, base, and bear cases

• Exposure review across operational structure, capital position, and external environment

• Return breakdowns using Dupont-based 3-level and 5-level decomposition

• Line-by-line walk-throughs for revenue, EBIT, and earnings changes across forecast years

The Excel Financial Model is dynamic and structured for institutional workflows. It includes linked statements and valuation outputs, 30+ visual charts— built for efficient internal use, review, and audit purposes.

Note - To view the complete list of what is included, please refer to the ‘Order a Report’ page on our website.

No. Our fixed fee reflects the depth, accuracy, and international standard of work provided. We do not reduce the price under any circumstances. This helps maintain fairness across all clients.

The complete equity research report and financial model are provided within 25 to 29 U.S. business days from the date of confirmed payment and intake.

In times of unusually high demand, timelines may extend slightly. In such cases, clients are informed at the outset.

Our focus includes Consumer, Retail, Auto, and Manufacturing sectors.

Yes. We focus exclusively on publicly traded companies listed on major U.S. stock exchanges. We do not cover private firms or companies listed outside the United States.

Yes. A free sample equity research report and its accompanying financial model are available in PDF format. When you complete the request form on the Order a Report page, secure download link will be sent to the email address you provided in the form.

No. Once payment is processed, the research starts immediately and time is committed. We suggest you only proceed after full internal review and decision approval on your side.

Yes. Upon confirmed payment and release of the final output, your firm is granted full usage rights for internal investment research purposes. This includes comprehensive access to the PDF report and Excel financial model for use within your organization’s analytical, decision-making, and review workflows. However, redistribution, resale, or external circulation of the materials—whether in whole or in part—is strictly prohibited.

All client information is kept private under strict internal controls. If needed, we can also sign a basic NDA upon request for sensitive company-specific research.

We may reach out by email if more details are needed before approval. If your request is approved, we’ll send a secure link for payment and next steps. Phone calls are limited unless absolutely required.

If your request doesn’t match our sector focus or information requirements, we will notify you. No fees are charged unless your request is approved and accepted by us.

Yes. Work commences only after full payment is successfully confirmed through our secure online checkout. Payments can be done via wire transfer or ACH to our United States business bank account. Details are provided via email after your order request is approved. This confirmation ensures proper allocation of research resources and scheduling of your project.

In most cases, we only require the company name and sector to begin. For public companies, all data is sourced independently by our team from verified filings and market sources.

No long-term contracts or subscriptions are required. Each project is handled on a per-company basis. Your firm pays once and receives the full report and model for that specific coverage.

We apply a comprehensive valuation framework that includes Discounted Cash Flow (DCF) modeling, Weighted Average Cost of Capital (WACC) analysis, and relative valuation based on peer company comparisons.

Additional layers such as scenario-based valuation ranges, segment-specific analysis (when applicable), and multi-year historical trends are used to support the overall investment rationale. This structured, multi-lens approach allows institutional clients to assess valuation under varied market conditions and strategic assumptions.

No. Reports are provided to clients as PDF files and financial models in Excel only, sent to the email address submitted when filling out the INSTITUTIONAL RESEARCH ORDER form.

We respond via email to specific questions about the report or financial model, including interpretation, key assumptions, or formatting.

The equity research report and financial model are provided as final outputs; guidance is limited to ensuring they can be fully utilized for internal analysis.

We uphold strict independence and objectivity in all research. Our firm follows clear policies to ensure that conflicts of interest do not influence the integrity of our analysis.

We do not hold any positions or investments in the companies we cover, nor do we accept compensation or incentives from them.

Our recommendations are based solely on thorough fundamental research and financial modeling.

If any conflicts arise, they are fully disclosed to uphold the confidence of our institutional clients.

Our research is based exclusively on publicly available, authoritative data such as company filings, regulatory disclosures, industry reports, and verified market databases. We update our financial models and reports regularly to incorporate the latest information, maintaining accuracy and relevance for institutional investment decisions.

Clients may reach us via email at contact@worldclassresearchequityvaluation.com.

We respond to inquiries related to report requests, clarifications, or other professional matters. Please include your company name and specific question to assist you efficiently.

Yes, institutional clients may submit requests for coverage on multiple companies simultaneously. Each company’s report is priced individually at USD $50,000, reflecting the comprehensive research and modeling involved.

Due to the intensive resources required for each report, discounts for multiple orders are not available. Each report is treated as a standalone, comprehensive analysis to maintain the highest quality standards.