Equity Research Course
4/5
This course equips learners with practical skills in equity research, focusing on financial analysis, valuation techniques, and investment recommendations using public data sources.

4.0 in the evaluation
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
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
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