Equity Research
Capital ideas from the industry’s brightest minds.
Our award-winning equity research analysts deliver superior investment ideas and value-added perspective for more than 700 companies, across six growth-oriented sectors: consumer; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications. William Blair’s research universe is well-diversified geographically and ranges in market capitalization with an emphasis on small- and mid-cap stocks.
700+
companies under
research coverage
158
initiations in 2021
80%
of coverage dedicated to small- and mid-cap growth companies
As of September 30, 2022
William Blair analysts seek to cover only companies that have above-average growth prospects and above-average quality. They use multiple factors to identify high-quality companies with attractive growth prospects, including the company’s product line, level of service, and management experience.
Our clients include:
- Mutual Funds
- Investment Advisory Firms
- Banks
- Pension Funds
- Insurance Companies
- Money Managers Across North America, Europe, and Asia
Through exhaustive fundamental research and unique insight derived from independent thinking, our award-winning analysts work tirelessly to identify companies that can deliver superior investment returns for our clients.
Recent News
William Blair Initiates Coverage of Genmab A/S and Janux Therapeutics, Inc.
William Blair initiated research coverage of Genmab A/S (GMAB $43.50) and Janux Therapeutics, Inc. (JANX $16.95).
Read moreEconomics Weekly: Corporate Profits Bottom-Up and Top-Down
In this Economics Weekly, we discuss the latest corporate earnings picture from the bottom up and the top down.
Read moreInitiation of Research Coverage: CrowdStrike Holdings, Inc. and SentinelOne, Inc.
William Blair initiated research coverage of CrowdStrike Holdings, Inc. (CRWD $124.68) and SentinelOne, Inc. (S $16.64), both leading providers of cybersecurity solutions.
Read more42nd Annual Growth Stock Conference
William Blair & Company, the premier global boutique with expertise in investment banking, investment management, and private wealth management, hosted its 42nd Annual Growth Stock Conference June 6-9, 2022 in Chicago. Dates for the 2023 conference will be announced soon.
Learn more about the 2022 conference
Awards and Recognition
William Blair Earns Seven No. 1 Rankings in 2022 Coalition Greenwich North American Equity Survey
William Blair’s equities team drew top rankings in Coalition Greenwich’s 2022 North American Equity Investors Survey for research, sales, and corporate access.
Learn more
Insights
THINKING 2022: Navigating the Path Ahead
Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.
Go to micrositeEconomics Weekly
Insights from Richard de Chazal, CFA, our London-based macroeconomist covering the U.S. economy and financial markets.
11/11: Corporate Profits Bottom-Up and Top-Down
11/04: An Update on Inflation
10/21: Midterm Election Special
10/07: Where Have All the Workers Gone?
Featured Insights
ESG Insight: Exploring ESG Dynamics Within the Payments Industry
Environmental, social, and governance (ESG) has become a hot topic within both the political and investing world, yet it continues to gain traction as corporations and governments are allocating more resources to the cause.
Read more
Brand Matters: Consumer Health and Wellness
We believe the consumer health and wellness market is attractive for industry participants and investors, whether those be venture capital seeding promising early-stage start-ups looking for proof of concept, private equity funding growth of midstage businesses looking to scale, and public market capital allocators looking to create value for shareholders.
Read more
Payment Fraud: The Problem of Minimizing Fraud Costs and Boosting Sales
We believe the fraud management space will garner increasing corporate and investor focus in coming years and see the potential for multiple emerging players as longer-term winners in the space.
Read moreCorporate Access
Our non-deal roadshows, conferences, and investor field trips facilitate the exchange of ideas and build relationships between senior corporate management and key decision makers with leading institutional investors.
Learn more