Equity Research & Financial Modeling

Welcome to ForeVision Online Equity Research & Financial Modeling Training. Kindly Find below the Modules and Topics that shall be covered in the Training.

Course Information

Estimated Time: 30 hours

Difficulty: Advanced

Course Instructor

ForeVision ForeVision Author
 

Equity Research & Financial Modeling

₹5,000.00
2 years of access
 
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Introduction to Financial Modeling

Introduction to Financial Modeling
Uses of Financial Model
Companies preparing Financial Modeling
Types of Financial Models

Economic & Sectoral Analysis

EIC Approach to Financial Analysis & Modeling
Factors to Look at in the Economy
Understanding Business Dynamics across various Sectors
Company Overview – NTPC

Financial Statement Analysis

FSA – Introduction to Financial Statements
FSA – Standalone vs Consolidated Statements
FSA – Decoding Income Statement
FSA – Decoding Balance Sheet
FSA – Fixed Assets & Depreciation
FSA – Current Maturities of Long Term Borrowings
FSA – Financial Statement Analysis
FSA – Common Size & Trend Analysis
FSA – Ratio Analysis – Profitability Ratios
FSA – Ratio Analysis – Leverage & Coverage Ratio
FSA – Ratio Analysis – Liquidity & Turnover Ratio
FSA – Ratio Analysis – Return & Shareholders Ratio
FSA – Unit Analysis

Building Financial Projections

Approaches to Building Projections
Example of Detailed Approach
ForeCasting Methods
Capacity Addition
Revenue Drivers
Expense Drivers
Other Drivers
Revenue – Expense Model
Capex Modeling Lesson 1
Capex Modeling Lesson 2
Capex Modeling Lesson 3
Loan Schedule Lesson 1
Loan Schedule Lesson 2
Working Capital
Short Term Borrowings
Building Forecasted P&L Statement
Building Forecasted Cashflow Statement
Building Forecasted Balance Sheet
Accounting Flow for Financial Modeling

Corporate Valuations

Introduction to Valuation
Enterprise Value (EV)
Approaches to Valuations
Asset Approach of Valuation
Introduction to Discounted Cash Flow (DCF) Method
DCF – Weighted Average Cost of Capital
DCF – Capital Asset Pricing Model
DCF – Completing Weighted Average Cost of Capital 
DCF – Arriving at Free Cash Flows for Valuation
DCF – Terminal Value
DCF – PROs & CONs
Introduction to Multiples Method of Valuation
Creating Multiple Table
EV / Sales Multiple Valuation
EV EBITDA Multiple Valuation
EV/ MW Multiple Valuation
PE Multiple Valuation
P/Sales Multiple Valuation
P/BV Multiple Valuation
Sector Related Multiples
Sum of the Parts
Valuation Drivers & Myths

Modeling Dashbaord

Management Summary
Gravity / Impact Analysis
Football Field Analysis & Chart
Scenario Building – Stress Testing