# Final Equity Research Report: {{ symbol }}
**Company:** {{ company_name }}
**Sector:** {{ sector }} | **Industry:** {{ industry }}
**Current Price:** ${{ latest_price }} | **Market Cap:** ${{ market_cap }}
**Report Date:** {{ timestamp }}
---
## Executive Summary
{% if deep_summary %}
{{ deep_summary }}
{% else %}
Comprehensive analysis of {{ company_name }} ({{ symbol }}) across 12 analytical dimensions including technical analysis, fundamental metrics, competitive landscape, business model, financial leverage, valuation, and risk factors.
{% endif %}
---
## Stock Chart
{% if chart_path %}
*4-year weekly chart showing price action, 13-week and 52-week moving averages, volume, and relative strength vs S&P 500*
{% else %}
*Stock chart not available*
{% endif %}
---
## Technical Analysis Summary
{% if technical_analysis %}
**Current Price:** ${{ technical_analysis.latest_price }}
| Indicator | Value | Signal |
|-----------|-------|--------|
| **20-Day SMA** | ${{ technical_analysis.indicators.sma_20 | round(2) }} | {% if technical_analysis.trend_signals.above_20sma %}✅ Bullish{% else %}❌ Bearish{% endif %} |
| **50-Day SMA** | ${{ technical_analysis.indicators.sma_50 | round(2) }} | {% if technical_analysis.trend_signals.above_50sma %}✅ Bullish{% else %}❌ Bearish{% endif %} |
| **200-Day SMA** | ${{ technical_analysis.indicators.sma_200 | round(2) }} | {% if technical_analysis.trend_signals.above_200sma %}✅ Bullish{% else %}❌ Bearish{% endif %} |
| **RSI (14)** | {{ technical_analysis.indicators.rsi_14 | round(2) }} | {% if technical_analysis.indicators.rsi_14 > 70 %}Overbought{% elif technical_analysis.indicators.rsi_14 < 30 %}Oversold{% else %}Neutral{% endif %} |
| **MACD** | {{ technical_analysis.indicators.macd | round(2) }} | {% if technical_analysis.trend_signals.macd_bullish %}✅ Bullish{% else %}❌ Bearish{% endif %} |
**Volatility:** ATR = ${{ technical_analysis.indicators.atr_14 | round(2) }}
**Volume:** {{ technical_analysis.indicators.avg_volume_20d | int | format_number }} (20-day avg)
**Trend Status:**
{% if technical_analysis.trend_signals.above_200sma %}
- Long-term trend: ✅ **Bullish** (above 200-day SMA)
{% else %}
- Long-term trend: ❌ **Bearish** (below 200-day SMA)
{% endif %}
{% if technical_analysis.trend_signals.sma_50_200_bullish %}
- Golden Cross: ✅ **Active** (50-day SMA above 200-day SMA)
{% else %}
- Death Cross: ❌ **Present** (50-day SMA below 200-day SMA)
{% endif %}
{% else %}
*Technical analysis data not available*
{% endif %}
---
## Peer Comparison
{% if peers %}
| Symbol | Name | Price | Market Cap | P/E | Revenue | Margin | ROE |
|--------|------|-------|------------|-----|---------|--------|-----|
| **{{ symbol }}** | **{{ company_name }}** | **${{ latest_price }}** | **${{ market_cap }}** | **{{ trailing_pe }}** | {% if revenue != 'N/A' %}**${{ (revenue | replace(',', '') | float / 1000000000) | round(1) }}B**{% else %}**N/A**{% endif %} | **{{ profit_margin }}%** | **{{ roe }}%** |
{%- for peer in peers[:8] %}
| {{ peer.symbol }} | {{ peer.name }} | ${{ peer.price }} | ${{ peer.market_cap }} | {{ peer.pe_ratio }} | {{ peer.revenue }} | {{ peer.profit_margin }} | {{ peer.roe }} |
{%- endfor %}
*Metrics: P/E (Trailing), Revenue (TTM in billions), Net Profit Margin, Return on Equity*
{% else %}
*Peer comparison data not available*
{% endif %}
---
## Comprehensive Deep Research Analysis
{% if deep_research_output %}
{{ deep_research_output }}
{% else %}
*Deep research analysis not yet completed.*
This section would contain a comprehensive 12-section analysis covering:
1. Short Summary Overall Assessment
2. Stock Chart Analysis
3. Technical Indicators
4. Fundamentals vs Peers
5. Extended Profile (History, Business, News)
6. Business Model Analysis
7. Competitive Landscape
8. Supply Chain Positioning
9. Financial & Operating Leverage
10. Valuation Analysis
11. Recent Developments & Risk Factors
12. Conclusion (SWOT, Bull/Bear Cases, Watch Points)
*Run the deep research phase to generate this analysis.*
{% endif %}
---
## Investment Conclusion
{% if deep_conclusion %}
{{ deep_conclusion }}
{% else %}
### Strategic Position
{{ company_name }} operates in the {{ industry }} sector with a market capitalization of ${{ market_cap }}.
{% if technical_analysis %}
**Technical Outlook:**
{% if technical_analysis.trend_signals.above_200sma %}
- The stock demonstrates positive long-term momentum, trading above its 200-day moving average
- Current RSI of {{ technical_analysis.indicators.rsi_14 | round(1) }} suggests {% if technical_analysis.indicators.rsi_14 > 70 %}overbought conditions{% elif technical_analysis.indicators.rsi_14 < 30 %}oversold conditions{% else %}neutral momentum{% endif %}
{% else %}
- The stock is in a long-term downtrend, trading below its 200-day moving average
- Technical indicators suggest caution
{% endif %}
{% endif %}
{% if peers %}
**Competitive Position:**
- Analyzed against {{ peers | length }} industry peers
- Relative valuation multiples {% if trailing_pe != 'N/A' %}(P/E: {{ trailing_pe }}){% endif %} indicate {% if trailing_pe != 'N/A' and trailing_pe | float > 25 %}premium{% elif trailing_pe != 'N/A' and trailing_pe | float < 15 %}discount{% else %}market{% endif %} positioning
{% endif %}
### Key Considerations
**Strengths:**
- Market position in {{ industry }}
{% if profit_margin != 'N/A' and profit_margin | float > 10 %}- Strong profit margin of {{ profit_margin }}%{% endif %}
{% if technical_analysis and technical_analysis.trend_signals.above_200sma %}- Positive technical trend{% endif %}
**Risks:**
- Competitive pressures in {{ industry }}
- Market volatility and sector-specific risks
- Execution and operational challenges
**Watch Points:**
1. Quarterly earnings and guidance
2. Competitive developments and market share trends
3. Regulatory changes affecting {{ industry }}
4. Management commentary and strategic direction
5. Analyst rating changes and target price revisions
{% endif %}
---
**Report Generation Details:**
- **Technical Data:** yfinance, TA-Lib
- **Fundamental Data:** yfinance, OpenBB (Financial Modeling Prep provider)
- **Deep Research:** Claude Sonnet 4.5 with Extended Thinking
- **SEC Filings:** SEC EDGAR
- **Generated:** {{ timestamp }}
---
*This report is for informational purposes only and does not constitute investment advice. Conduct your own due diligence and consult financial professionals before making investment decisions. Past performance does not guarantee future results.*
