Equity Analysis Course
This course equips you to master equity analysis, from sourcing 10-K filings to constructing valuations, ratios, and investment theses. You will learn to evaluate business models, risks, and potential upside or downside, enabling clear buy, hold, or avoid recommendations for practical investment choices. Develop skills to analyse real companies with precision and confidence.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a practical framework to confidently research and evaluate listed companies. Master sourcing and verifying filings, dissecting financial statements, evaluating margins, liquidity, profitability, and creating concise models. Practice valuation techniques, peer comparisons, internal note structuring, and delivering evidence-based recommendations with defined risks and scenarios.
Elevify advantages
Develop skills
- Equity research notes: Draft concise, professional investment memos quickly.
- Financial statement analysis: Normalise earnings, margins, and key balance sheet metrics.
- Valuation modeling: Build efficient DCF and comparable models to value listed equities accurately.
- Ratio and trend analysis: Utilise ROE, leverage, and growth metrics on actual companies.
- Investment thesis writing: Convert data into precise buy, hold, or avoid recommendations.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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