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

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'll gain skills in examining financial statements, calculating essential ratios, evaluating business models, comparing with peers, and understanding valuation multiples using publicly available information. The course also assists in preparing succinct 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, regulatory filings, news sources, and confirm its precision.
- Investment calls: prepare brief Buy/Hold/Sell reports including drivers, risks, and potential scenarios.
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
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