Institutional Financial Research & Analytics
Equities & Listed Securities

Public Markets Research

Deeper Perspective Across Companies, Sectors and Markets

Asterion supports buy-side and sell-side teams across the full public-markets analytical lifecycle, from initial company work and model building to valuation, earnings analysis and ongoing monitoring.

Approach & Methodology

Our approach goes beyond summarizing filings or news flow. We focus on the operating drivers, competitive position, financial quality, catalysts, valuation framework and downside risks that shape an investment view.

For teams seeking outsourced equity research support, Asterion can work within existing templates, models and coverage conventions or build a tailored framework around a specific investment question.

Our analysts interrogate financial statements, normalize earnings, unpack unit economics and evaluate management guidance against independent industry benchmarks.

Workflows & Analytical Scope

Our support can be configured around specific questions or embedded within existing client coverage routines:

Company and sector deep dives
Integrated three-statement financial modelling
Forecasting and KPI driver analysis
DCF, relative valuation and trading multiples
Earnings previews, reviews and variance analysis
Investment thesis development
Scenario and sensitivity analysis
Peer benchmarking and competitive positioning
Thematic research and industry studies
Ongoing coverage and company monitoring
Decision-Oriented Inquiry

Key Questions We Address

“What are the core operating drivers and unit economics driving top-line growth and margin expansion?”
“How resilient are cash flows under conservative margin and volume assumptions?”
“What specific catalysts or risks could trigger a re-rating or de-rating in the market?”
“How does the valuation compare to peers when adjusting for non-operating items and accounting differences?”
Tangible Work Products

Typical Deliverables

  • Detailed 3-statement financial models with dynamic drivers
  • Initiation reports and company deep-dive briefs
  • Earnings flash notes and consensus comparison sheets
  • DCF, sum-of-the-parts and trading comps workbooks
  • Thematic sector presentations and executive summaries
Institutional Research Mandates

Accelerate Your Public Markets Workflows

Connect with our research team to structure an engagement around your specific transaction or coverage requirements.

Public Markets•Private Capital•Credit•Investment Banking•SPACs•Family Offices•Wealth Management