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Research

Translating data into actionable ideas.

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Overview

KBW provides equity research coverage of more banks than any other investment bank.

Our award-winning Equity Research Division publishes in-depth analyses of financial-sector companies in global markets. Our worldwide team of 80 analysts and support staff provides coverage of more than 600 financial services companies across a broad spectrum of financial and financial technology sectors. Going beyond individual company research, our team offers crucial insights into the evolution of the global financial sector as it relates to technology, regulation, macroeconomics, and market structure.

KBW analysts are top-ranked by Institutional Investor and Greenwich Associates and regularly quoted in leading publications, including Financial Times, The Wall Street Journal, Bloomberg Markets, and Forbes.

Check out all of our recent appearances in the media.

Macro Research

KBW's Equity Research Division complements our company-specific analyses with research on the following macroeconomic topics:

Equity Strategy

Our Equity Strategy analysts perform macro-level analyses of events driving the global financial services sector. The team creates an Economic Baseline for the department to ensure a consistent economic and interest rate backdrop for all KBW estimates. We also offer a quantitative-fundamental analysis of banks that creates signals for relative under- and overweights and is updated with changes in earnings estimates.

FinTech

Our FinTech Research Group focuses on the forces driving the digital banking and payments evolution across American and international markets. Based on a deep understanding of global FinTech trends, we frame potential opportunities for both incumbent players and potential disruptors within the digital banking and payments space.

Quantitative Analysis

Our Quantitative Analysis Group analyzes key macroeconomic issues impacting financial stocks and the market at large. We quantify the impact of technical trading and focus on timely, market-moving research. Additionally, we provide information for client-specific issues and data requests.

Global Research

The KBW institutional client has access to our global in-depth research and analysis. We cover approximately 600 financial stocks worldwide, providing a global reach that gives KBW analysts the ability to compare financial sectors with in-depth reports on global banks, insurance, exchanges and asset managers. KBW also provides investors with an index of global banks, the GBKX, that includes all banks deemed systemically important by the Basel Committee.

Awards & Recognition

Award Cup

2020

Greenwich 2020 North American Equity Survey

Large Cap PM Survey:

#1 Large Cap Bank Research*

#1 Brokerage, Asset Mgmt. & Exchanges Research*

*Tied for #1 Large Cap PM survey rankings

SMID Cap PM Survey:

#1 Best Research Banks

#1 Best Research Non-Bank Financials

Award Cup

2020

Refinitiv StarMine Analysts Awards 2020

United States:

Robert Lee #2 ranked analyst Capital Markets, Stock Picker

Meyer Shields #3 ranked analyst Insurance, Stock Picker

Europe:

William Hawkins #2 ranked analyst Insurance, Stock Picker

Japan:

David Threadgold #1 ranked analyst Financial Services, Stock Picker

David Threadgold #1 ranked analyst Banks, Stock Picker

Leading Analysts

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