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equity-research

Combine IBES consensus, fundamentals, prices, and macro data into equity research snapshots.

1|Updated May 16, 2026
Search Tags:#equity research#investment thesis#stock valuation#macro context#historical pricing#IBES consensus#financial fundamentals
One-click install
npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill equity-research-executiveusa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: equity-research
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/partner-built/lseg/skills/equity-research
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill equity-research-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It turns scattered inputs—analyst consensus, company financials, historical price action, and macro indicators—into a coherent equity research snapshot you can use to build or challenge an investment thesis.

Core Features & Use Cases

  • Consensus + actuals comparison: Uses IBES consensus estimates (with analyst count and dispersion) to frame what the market expects and where outcomes can surprise.
  • Fundamentals synthesis: Pulls multi-year company fundamentals to summarize growth, profitability, leverage, and returns (e.g., ROE/ROIC) and identify trends.
  • Price + macro context: Adds 1Y performance, 52-week positioning, beta, recent momentum from pricing summaries, and macro backdrop to explain tailwinds/headwinds.

Use case examples: researching a stock before earnings, comparing consensus estimates versus actuals, analyzing valuation using forward P/E and EV/EBITDA context, or forming a bull/base/bear narrative around catalysts.

Quick Start

Use the equity-research skill to generate a structured research snapshot for the target stock using IBES consensus, company fundamentals, 1Y historical prices, recent 3M pricing summaries, and macro indicators.

Frequently Asked Questions about equity-research

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a stock research snapshot using IBES consensus estimates and company fundamentals?▼

Build a stock research snapshot by chaining IBES consensus estimates with multi-year company fundamentals, historical equity prices, and macro indicators, synthesizing the data into standardized tables and an investment thesis.

What's the best way to compare analyst consensus estimates versus actual financial outcomes?▼

Compare analyst consensus estimates versus actuals by pulling IBES consensus data with analyst count and dispersion, then contrasting those market expectations against reported company fundamentals to identify potential earnings surprises.

How does combining historical pricing data with macroeconomic context help form an investment thesis?▼

Combining historical pricing data with macroeconomic context frames equity performance within broader market tailwinds or headwinds, using 1Y performance, 52-week positioning, beta, and recent momentum to support a bull/base/bear investment thesis.

Can I analyze stock valuation using forward P/E and EV/EBITDA context from consensus data?▼

You can analyze stock valuation using forward P/E and EV/EBITDA context by extracting IBES consensus estimates and company fundamentals, then synthesizing growth, profitability, leverage, and returns trends into a comprehensive valuation comparison.

Does this equity research approach work for preparing stock analysis before earnings releases?▼

This equity research approach effectively prepares stock analysis before earnings releases by gathering IBES consensus expectations, recent 3M pricing summaries, and macro indicators to frame catalysts and estimate-versus-actual comparison scenarios.

What macroeconomic indicators and pricing summaries are needed for comprehensive equity research?▼

Comprehensive equity research requires 1Y historical equity prices, recent 3M pricing summaries for momentum and beta, and macroeconomic indicators to contextualize company fundamentals and IBES consensus within the broader economic backdrop.

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