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

4.0 in rating
flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This Equity Research Course provides a straightforward, practical approach to assessing companies listed on the stock exchange with assurance. You will discover how to examine financial statements, construct essential ratios, evaluate business models, compare with competitors, and understand valuation multiples using publicly available information. The course also directs you in preparing brief research reports, outlining risks and key factors, and presenting 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 reports, forecast cash flows, margins, and leverage efficiently.
- Ratio diagnostics: calculate ROE, EV/EBITDA, coverage, and working capital ratios.
- Research sourcing: extract reliable data from investor relations, regulatory filings, news sources, and confirm its precision.
- Investment calls: prepare succinct Buy/Hold/Sell reports 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 lessons 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 change chapters and skip content I don't need.

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