Co-Analyst Research

Research Notes & Thematic Analysis

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

Simon Property Group Competitors: SPG Peers 2026

See how Simon Property Group compares to major retail REIT competitors by market cap, property type, and strategy in 2026.

Explore how Automatic Data Processing (ADP) compares to major HCM and payroll competitors in 2026, including Paychex and Workday.

See how American Tower compares to Crown Castle, SBA, and Equinix in 2026, with AMT leading in global communications infrastructure.

Bloom Energy faces competition from Plug Power, FuelCell Energy, and solar leaders. See how BE compares in the 2026 energy sector.

Explore Comcast's main competitors, including AT&T, Verizon, and Netflix, with a 2026 market cap comparison and product line analysis.

Major 2025 and 2026 Communications Services M&A: Verizon acquires Frontier for $22.3B, Nexstar buys TEGNA for $6.2B. See all key deals and prices.

Major 2026 M&A deals in consumer cyclical stocks include GameStop's $125/share eBay bid and Six Flags' $318.9M park sale.

See how CSX Corporation stacks up against major rail competitors like Norfolk Southern and Union Pacific in 2026.

See how Elevance Health (ELV) stacks up against UnitedHealth, CVS, and Cigna in the 2026 healthcare plans market.