Commitment to unbiased, institutional-quality independent research
We do not employ investment bankers or provide money management services.
Coverage is not contingent upon corporate finance fees; recommendations are based on the heretofore-undiscovered investment merits of a company.
Value-added research across more than 30 industries
Sidoti analysts conduct their own due diligence, visiting companies and meeting with key operating and financial management
The analysts check with customers, suppliers, and competitors, and overall, focus on the "blocking and tackling" fundamentals, particularly cash flow from operations.
A standard, simple ratings system
BUY implies at least 25% upside over a 12-month period (from the date of coverage).
NEUTRAL denotes a stock is not likely to provide similar gains.
Special research reports
Best of the Buys keeps tabs on analysts’ best BUY-rated stocks
Cash Flow Valuation Report, a comprehensive review and valuation of the companies covered by Sidoti & Company, LLC, is based on our proprietary price-to-simple cash flow valuation methodology.
Custom Universe Charts are sorted by market capitalization, P/E ratios, ROE, and other significant financial metrics.
Unmatched client access to company managements
Annual regional Investor Forums, include one-on-one meetings and are attended by hundreds of prominent small-cap mutual and pension fund managers.
We also arrange upwards of 1,000 “non-deal” (i.e., no-fee) management road shows.
Nationwide sales coverage
Our sales staff is segmented into geographic regions, with each individual having his or her own accounts.
Consistent and dependable product distribution
Daily morning meeting summaries
Client access to 7- and 30-day Sidoti research histories
Trading desk in operation since 2004
Emergent micro-cap universe coverage launched in 2010