Equity Research Course
This course equips learners with practical skills in equity research, focusing on financial analysis, valuation techniques, and investment recommendations using public data sources.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Equity Research Course provides a straightforward, practical approach to assessing listed companies with assurance. You will discover how to examine financial statements, construct essential ratios, evaluate business models, compare with peers, and understand valuation multiples using public information. The course also assists in preparing brief research notes, identifying risks and key factors, and offering a targeted Buy, Hold, or Sell recommendation.
Elevify advantages
Develop skills
- Equity valuation: construct peer comparisons, examine multiples, identify undervalued or overvalued assets.
- Financial analysis: interpret 10-K information, project cash flow, margins, and leverage efficiently.
- Ratio diagnostics: calculate ROE, EV/EBITDA, coverage, and working capital ratios.
- Research sourcing: extract reliable data from investor relations, filings, news, and confirm its precision.
- Investment calls: prepare succinct Buy/Hold/Sell notes including drivers, risks, and potential outcomes.
Suggested summary
Before starting, you can change the chapters and 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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