Equity Research Analysis

Core Principles

Available MCP Tools

• qa_ibes_consensus

  — IBES analyst consensus estimates and actuals. Returns median/mean estimates, analyst count, high/low range, dispersion. Supports EPS, Revenue, EBITDA, DPS.

• qa_company_fundamentals

  — Reported financials: income statement, balance sheet, cash flow. Historical fiscal year data for ratio analysis.

• qa_historical_equity_price

  — Historical equity prices with OHLCV, total returns, and beta.

• tscc_historical_pricing_summaries

  — Historical pricing summaries (daily, weekly, monthly). Alternative/supplement for price history.

• qa_macroeconomic

  — Macro indicators (GDP, CPI, unemployment, PMI). Use to establish the economic backdrop for the company's sector.

Tool Chaining Workflow

1. Consensus Snapshot: Call

   qa_ibes_consensus

   for FY1 and FY2 estimates (EPS, Revenue, EBITDA, DPS). Note analyst count and dispersion.
2. Historical Fundamentals: Call

   qa_company_fundamentals

   for the last 3-5 fiscal years. Extract revenue growth, margins, leverage, returns (ROE, ROIC).
3. Price Performance: Call

   qa_historical_equity_price

   for 1Y history. Compute YTD return, 1Y return, 52-week range position, beta.
4. Recent Price Detail: Call

   tscc_historical_pricing_summaries

   for 3M daily data. Assess volume trends and recent momentum.
5. Macro Context: Call

   qa_macroeconomic

   for GDP, CPI, and policy rate in the company's primary market. Summarize whether macro is tailwind or headwind.
6. Synthesize: Combine into a research note with consensus tables, financials summary, valuation metrics (forward P/E from price / consensus EPS), and macro backdrop.

Output Format

Consensus Estimates

Financials Summary

Valuation Summary

Investment Thesis