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 nearly 650 companies, across seven growth-oriented sectors: consumer; energy and sustainability; 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.
~650
companies under
research coverage
70%
of coverage dedicated to small- and mid-cap growth companies
100+
analysts and research
professionals
As of June 30, 2023
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 Three Companies in the Sustainability Services Industry
William Blair initiated research coverage of three companies that provide consulting services in the sustainability services industry. These include NV5 Global, Inc. (NVEE $95.47), ICF International, Inc. (ICFI $129.24), and Tetra Tech, Inc. (TTEK $154.72).
Read moreThe Procter & Gamble Company: Initiation of Research Coverage
William Blair initiated research coverage of The Procter & Gamble Company (PG $153.59), a global leader in the consumer packaged goods industry.
Read moreEconomics Weekly: Tight High-Yield Spreads May Not Last Much Longer
In this Economics Weekly we look at why spreads have been so low and why they are likely to widen in the coming quarters.
Read more
William Blair Thinking Podcast
Navigating the current market environment demands the right informational resource. That is why we launched the William Blair Thinking Podcast, which aims to provide in-depth expertise on today's financial and economic landscape.
What's different about this platform?
It's our most timely and best ideas—the ethos, if you will, of our firm's intellectual capital. All in 20 minutes.
William Blair Equities Team Secures 15 No. 1 Rankings in Coalition Greenwich Study
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, is thrilled to announce its outstanding performance in the 2023 Coalition Greenwich annual Voice of the Client study of North American Equity Investors.
Learn moreEconomics Weekly
Insights from Richard de Chazal, CFA, William Blair Equity Research's macroeconomist, covering the U.S. economy and financial markets.
09/08: Tight High-Yield Spreads May Not Last Much Longer
09/01: Recession? It’s All About the Lags
08/18: The Government Debt Problem
08/11: An Inflation Update
Featured Insights
Evaluating the ‘Generational’ Impact of AI in Information Services
Equity Analyst Andrew Nicholas details how AI provides information services companies with a major opportunity for revenue growth and margin expansion, and the 8 factors he believes will ultimately determine future success.
Watch the video
Coming Health Care Cost Tsunami: Driving a Need for Engagement and Cost Containment Solution
Healthcare equity research group head Ryan Daniels walks through his team’s report, the Coming Healthcare Cost Tsunami, to discuss how employers are leveraging partners to drive greater health and benefit satisfaction among employees and contain healthcare costs more effectively.
Listen to the podcast
Latest Sales Data Show the Consumer Remains Strong
August’s advance retail sales report suggests the consumer is far from “struggling on the ropes.” Will these and other recent data influence the FOMC next week?
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