Make informed decisions with in-depth insights
Raymond James Equity Research employs more than 60 research analysts dedicated to providing insights and context that help investors connect the dots in key industries and across national borders, and make informed investment decisions. They cover over 1,100 companies in nine highly focused industries – consumer, energy, financial services, healthcare, industrial, mining and natural resources, real estate, technology and communications, and transportation – and collaborate to produce detailed supply chain surveys, reports and industry updates.
Please see below for brief overviews of some of our recent in-depth equity research reports. The full reports are available to clients via their financial advisor, institutional salesperson or other Raymond James representative. Institutional clients can access our equity research by logging in below. If you would like to learn more about becoming a client of Raymond James, please contact us. For all relevant equity research disclosure, visit the Disclosures and Definitions page.
Retailing School of Hard Knocks; Resuming Coverage of the Retailing Sectors
Our retailing industry report details our view that the “retail apocalypse” is overstated. Successful retailers have focused their efforts over the last few years on returning to basic retail fundamentals, such as service, merchandising, and living up to their brand promises.
Put Me In Coach! Initiating Coverage of the Athletic Retailing Sector
We believe the Athletic industry is positioned well for a continuation of impressive growth for at least the next decade given a long-term mega-trend toward comfort, health, and wellness.
Lot of Pain but Plenty to Gain; Resuming Coverage of Canadian E&P Operators
Our updated framework for assessing equities in this sector includes an increased focus on sustaining capital across the sector and a heavier emphasis on risk assessment. Longer-term, we believe those companies that can effectively compound capital within the sector will ultimately deliver the strongest returns.
Banking 2020 Outlook
We expect a steady-state fundamental performance in 2020, coming off of what is likely to be a challenging 4Q19 that will likely include continued net interest margin stress and benign loan growth. Political and economic uncertainty in an election year, coupled with noise from the implementation of CECL (Current Expected Credit Loss) will undoubtedly create noise/volatility in the space.
Healthcare IT 2.0; From Software to Solutions
Our deep dive into the Healthcare IT sector includes background on business drivers, why we think the market will evolve, and a close look at some of the key companies in the sector.
Trash to Cash XI; Assessing 2020 Estimates Using EBITDA Bridges and Free Cash Flow Waterfalls
Our periodic in-depth look at the fundamental factors driving financial results across our Waste and Industrial Services coverage.
Truck Equipment: Shifting Gears From Boom & Bust Pre-Buys to an Underlying Desire for New Equipment
Our in-depth report examines an industry in transition, with high barriers to entry. Our analysis includes the key companies in this sector and an examination of the trends of electrification and autonomous vehicles.
2020 Outlook; A Modest EPS Reacceleration, Rotation Continues
Our 2020 outlook assumes a modest improvement in y/y EPS growth vs. 2019, most noticeable in small caps and in cyclical industries, driven by rate-driven demand in the U.S., easing of trade tensions, and easy comps.
2019 Annual Telecom, Cable, and Data Center Overview and State of the Industry
Our annual industry report updates our overall outlook for this sector, incorporating the impact of the past year’s M&A, regulatory changes, and other subtle shifts in the telecom landscape over the past year.
3Q IT Survey; Large Enterprise Flu Has Not Spread
Results this quarter continue the trend of a “soft landing” from double-digit growth rates during 2018 for many partners to a tick below as both transactional and data-center-oriented partners saw consistent growth rates.
Survey Shows Increasing Appetite for Food Delivery: Market Share Converging Around Leaders
Our Internet analyst team has updated our online food delivery market survey to judge trends in consumer adoption and key players in the market. We see lower delivery fees and greater restaurant selections as key factors for increasing usage.
IT Supply Chain: 2019 Review and 2020 Outlook
Our annual industry overview details moderating 2019 spending that still outpaced GDP, leading to solid results across the supply chain. We also look at the vendor effect on specialty distribution and the impact of trade wars on the electronic manufacturing services space.
Global Airlines 2020 Outlook
This report takes a comprehensive look at global trends and important considerations for the passenger airline sector heading into 2020. The report also examines macro considerations for the U.S., Europe, Canada, and Latin America.
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