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; industrials; 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 March 31, 2024
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
Tempus AI, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Tempus AI, Inc. (TEM $30.88), a company that provides precision medicine solutions for patients and uses its data platform to offer insights for researchers and pharma companies.
Read moreWaystar Holding Corp.: Initiation of Research Coverage
William Blair initiated research coverage of Waystar Holding Corp. (WAY $21.50), a leading provider of end-to-end revenue cycle management (RCM) software solutions, partnering with hospital systems and ambulatory care providers to drive superior RCM performance from patient financial clearance and price transparency all the way through final cash collections.
Read moreSimulations Plus, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Simulations Plus, Inc. (SLP $47.70), a leading global developer of biosimulation software and services.
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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 more2024 Growth Stock Conference
William Blair & Company, the premier global boutique with expertise in investment banking, investment management, and private wealth management, will host its 44th Annual Growth Stock Conference June 4-6 in Chicago.
The event, to be held at Loews Chicago Hotel, has grown to become the industry’s premier generalist conference for growth investors. This must-attend forum provides an opportunity to exchange ideas with investors and top company leaders across the universe of William Blair’s research.
In 2023, more than 700 investors from around the world participated in the event, representing over 300 institutional investment firms. This year’s Growth Stock Conference features:
- Access to more than 250 participating companies
- Presenters from the highest management ranks (75% hold the chairman, CEO, president, or chief operating officer role)
- Multiple industry sectors represented across the market-cap spectrum
- One-on-one meetings between investors and company management
Featured Insights
The Emerging Shift in Economic Growth Drivers
In this week’s Economics Weekly, William Blair Macro Analyst Richard de Chazal reexamines America’s trajectory and what this could mean for the structure of growth dynamics going forward.
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Monthly Macro with Richard de Chazal—June 2024
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal walks through highlights from William Blair’s 44th Annual Growth Stock Conference and explains how the event provides a window into the state of the U.S. consumer. He also dissects the latest macro data, including CPI and PPI releases, the FOMC meeting, and the impact of the European elections on the global macro landscape.
Listen to the podcastCorporate 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