Equity Analysis Course
This course equips learners with essential skills for equity analysis, including financial statement review, valuation modeling, and crafting investment recommendations.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Equity Analysis Course provides a clear, practical framework to research and evaluate listed companies with confidence. Learn how to source and verify filings, analyse financial statements, assess margins, liquidity, and profitability, and build concise models. You will practise valuation, compare peers, structure internal notes, and deliver a focused, evidence-based recommendation with clear risks and scenarios.
Elevify advantages
Develop skills
- Equity research notes: Draft concise, professional-grade investment memos fast.
- Financial statement analysis: Normalise earnings, margins and key balance metrics.
- Valuation modelling: Build quick DCF and comps to price listed equities with rigour.
- Ratio and trend analysis: Apply ROE, leverage and growth metrics to real companies.
- Investment thesis writing: Turn data into clear 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
As suas aulas são perfeitas. Adquiri o pacote de um ano e, finalmente, tenho a oportunidade de acompanhar diversos temas do meu interesse sem precisar mudar de plataforma... agradeço por tudo o que fazem, já recomendei vocês a outras pessoas...

Giulio CarloAluno de Marketing Digital
Eu gosto de como as lições são direto ao ponto e como eu consigo alterar capítulos e pular conteúdos que não preciso.

Mariana FerresAluna de Fotografia
Gosto do conteúdo e do modo de apresentação e transcrição de vídeos, o que acelera o processo!

Luciana AlvarengaAluna de Design de Unhas
A plataforma é rápida, simples de usar. A diversidade de conteúdo e os vídeos complementares ajudam muito no aprendizado.

Giulio CarloAluno de Engenharia de Prompt
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Course in PDF