Stock Equity Research Report

LetXUpdated MIT
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About this template

A stock equity research report with a title page, the investment thesis in bold-led points, and a key financial estimates table running from FY24 actuals to FY28 estimates.

Tags

equityresearchreport
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What is in this template

Read from the source files of this template.

Document class
article [10pt, titlepage]
Compiles with
pdfLaTeX
Pages in the compiled PDF
2
Bibliography
None
Files
2 files: 1 .tex, 1 image
Packages
  • fontenc
  • inputenc
  • helvet
  • geometry
  • amsmath
  • amssymb
  • xcolor
  • colortbl
  • booktabs
  • enumitem
  • microtype
  • fancyhdr
  • graphicx
  • tikz
  • hyperref
  • tcolorbox
The start of the preamble of main.tex, from its \documentclass line.
\documentclass[10pt,titlepage]{article}

% --- PACKAGES AND CONFIGURATION ---
\usepackage[T1]{fontenc}
\usepackage[utf8]{inputenc}
\usepackage{helvet}
\renewcommand{\familydefault}{\sfdefault}

\usepackage[letterpaper, left=0.5in, right=0.5in, top=0.5in, bottom=0.5in]{geometry}
\usepackage{amsmath}
\usepackage{amssymb}
\usepackage[table]{xcolor}
\usepackage{colortbl}
\usepackage{booktabs}
\usepackage{enumitem}
\usepackage{microtype}
\usepackage{fancyhdr}
\usepackage{graphicx}
\usepackage{tikz}
\usepackage[hidelinks]{hyperref}

% TikZ Libraries
\usetikzlibrary{positioning, calc, shapes.geometric, backgrounds, patterns}

% --- COLOR PALETTE ---
\definecolor{primaryblue}{HTML}{0F2942}   % Deep navy for main headers
\definecolor{accentgold}{HTML}{8C7230}    % Muted gold for accents
\definecolor{charcoal}{HTML}{2D3748}      % Body text color
\definecolor{chartgray}{HTML}{E2E8F0}     % Grid line color
\definecolor{buygreen}{HTML}{1A5F35}      % Rating green
\definecolor{bglight}{HTML}{F7FAFC}       % Soft gray background for cards
\definecolor{subtleblue}{HTML}{EDF2F7}    % Alternate row color
\definecolor{bordergray}{HTML}{D2D6DC}    % Border color for boxes

% --- PAGE STYLE & HEADER/FOOTER ---
\pagestyle{fancy}
\fancyhf{}
\renewcommand{\headrulewidth}{0.5pt}
\renewcommand{\footrulewidth}{0.5pt}
\fancyhead[L]{\fontsize{8}{10}\selectfont\color{primaryblue}\bfseries MERIDIAN RESEARCH \textbullet\ EQUITY RESEARCH}

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