equities
Equities
Purpose
Analyze equity securities including individual stocks, equity indices, and equity portfolios. This skill covers factor models, valuation ratios, index construction methodologies, style analysis, earnings mechanics, and sector classification frameworks essential for equity market analysis.
Layer
2 — Asset Classes
Direction
both
When to Use
- User asks about stocks, equity securities, or equity portfolio analysis
- User asks about equity factor models (CAPM, Fama-French, momentum, quality, low vol)
- User asks about index weighting methodologies (cap-weighted, equal-weighted, fundamental)
- User asks about valuation ratios (P/E, P/B, EV/EBITDA, dividend yield)
- User asks about earnings mechanics (EPS, diluted EPS, forward P/E, PEG ratio)
- User asks about sector or industry classification (GICS)
- User asks about style analysis (value vs growth, large vs small cap)
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