Equity Analysis & Valuation

Course Start Date: 3rd September

Training Duration: 4 Days

Practical application through exercises:

  • Excel Exercises
  • Case Studies

Learning Outcomes


Understand the role of equity in an investor’s portfolio


Learn to analyze financial health of a company


Understand drivers of business value: Cash, Growth & Risk

Learn and apply discounted cash flow valuation tools


Learn and apply multiples-based valuation tools

Course Outlines

  • Equity vs Debt 
  • Types of equity investments – Public, Private, Common, Preference, etc.
  • Long, short and levered positions (margin trading)
  • Risk & Return in Equity Investing
  • Role of Equity in an investor’s portfolio
  • Key financial KPIs

Exercise: Delegates will perform financial statement analyze for two publicly traded companies

  • Drivers of business value: Cash, Growth & Risk
  • Discounted Cashflows Valuation – DDM, FCFF, FCFE
  • Multiples Based Valuation – P/E, P/B, EV/EBITDA, etc.


Exercise: Delegates will value a public company using different methods of valuation