Equity Research and Financial Modeling

End to end analysis of companies and sectors from a financial and strategic perspective. Useful for all those individuals, who want a career in equity research or valuation- also, for those who are tired of investing in mutual funds and other aggregate financial instruments.

Ravi K Srinivas (Guest Trainer)

Comes from a consulting and investment banking, having worked in corporate strategy, business transformation, corporate finance, research and program management. Industries that Ravi worked include financial services, technology-media-telecom (TMT), and business information, in Western Europe and India. Ravi is a M.Phil in Management, Certified Financial Manager; holds a Masters in Commerce, a Post-graduate diploma in business administration (PGDBA), and an MBA from Mysore, India.

Equity Research and Financial Modeling Course Contents

Selecting a Company
Fundamental Analysis

Macroeconomic Factors
Industry/Sector Analysis
Company Business and Strategy Analysis - SWOT, Porters, BCG Matrix
Market and Competitive Position Analysis Position

Financial Analysis

Income Statement
Balance Sheet
Ratio Analysis

Financial Modeling

Getting Started- Data requirements and best practices for building a robust financial model
Step by Step Building of a financial model for a company
Revenue forecasting techniques
Cost and margin analysis
Interconnection between all three financial statements (Income Statement, Balance Sheet and Cash Flows)
Forecasting cash flows (depreciation, Capex and free cash flows)

Valuation Methodologies

Time Value of money
Key Valuation Metrics and Ratios
Commonly Used Valuation Techniques
Absolute Valuation Techniques
Relative Valuation Techniques