Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Vertiv Competitors: VRT Industry Peers 2026

Vertiv Holdings (VRT) faces competition from JCI, EMR, CSCO, and others in digital infrastructure. See how VRT compares to industry peers in 2026.

Explore Western Digital's main competitors like Seagate and NetApp in the 2026 data storage market.

Explore 2026's largest real estate M&A deals, including Simon Property Group, Starwood, and Rithm Capital acquisitions.

Major utilities M&A in 2026: Constellation Energy (CEG) acquires Calpine for $22B. See all key deals and trends in the utilities sector.

Major Consumer Cyclical M&A in 2026: Home Depot ($HD), Amcor ($AMCR), and DICK'S Sporting Goods ($DKS) lead billion-dollar acquisitions.

Primer on the biotechnology industry.

Industry primer of the airline industry, including revenue models, fleet strategies, value chain, and strategic positioning.

Explore how Anheuser-Busch InBev (BUD) stacks up against Boston Beer, Molson Coors, and Constellation Brands in 2026.

Eaton Corp (ETN) leads power management, competing with Emerson, Parker-Hannifin, and Honeywell. See how ETN compares in 2026.