Equity Research Course
This course equips learners with practical skills in equity research, including financial analysis, valuation techniques, and preparing investment recommendations for listed companies.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This Equity Research Course provides a straightforward, practical approach to assessing listed companies with assurance. You'll gain skills in examining financial statements, calculating essential ratios, evaluating business models, comparing with peers, and understanding valuation multiples from public sources. The course also assists in preparing brief research reports, 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 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, filings, news, 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
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