Detailed US Stock Analysis (CFA-preferred)
Budget / Salary₹12,500–37,500
TypeFreelance project
LocationRemote
Posted2 hours ago
I’m commissioning a series of full-length company reports on U.S.-listed equities. Each report must go well beyond a surface summary: I need a clear narrative of the business, a rigorous breakdown of recent financial results, your valuation work, the key risks you see, plus a forward-looking view that ends in a justified price target.
The depth I’m after sits between a newspaper article and a sell-side initiation. You will be expected to build or adapt your own models in Excel (or your platform of choice), plug in fresh data from Bloomberg, FactSet, or similar feeds, and translate those numbers into intuitive charts that back up your conclusions.
Deliverables for every company
• 12–15 page PDF or slide deck
• Source financial model with formulas intact
• All charts embedded and supplied in Excel for easy updates
Acceptance criteria
• Analysis must be original—no copy-pastable content or boilerplate.
• Calculations, valuation multiples, and price target must reconcile to the attached model.
• Citations for any data that isn’t straight from the 10-K/10-Q.
Preference will be given to CFA holders
If you’re comfortable producing this level of detail and can turn around one report per week, let’s discuss the first ticker and timelines.
The depth I’m after sits between a newspaper article and a sell-side initiation. You will be expected to build or adapt your own models in Excel (or your platform of choice), plug in fresh data from Bloomberg, FactSet, or similar feeds, and translate those numbers into intuitive charts that back up your conclusions.
Deliverables for every company
• 12–15 page PDF or slide deck
• Source financial model with formulas intact
• All charts embedded and supplied in Excel for easy updates
Acceptance criteria
• Analysis must be original—no copy-pastable content or boilerplate.
• Calculations, valuation multiples, and price target must reconcile to the attached model.
• Citations for any data that isn’t straight from the 10-K/10-Q.
Preference will be given to CFA holders
If you’re comfortable producing this level of detail and can turn around one report per week, let’s discuss the first ticker and timelines.
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