Equity Research Analyst Course with Placements

Excel mastery for equity research analysts: shortcuts, dynamic ranges, LOOKUPs, INDEX-MATCH, Pivots, What-If, sensitivity tables, scenario analysis and VBA automation for faster stock analysis.

Three-statement links, income statement, balance sheet, cash flow analysis, working capital, accruals vs cash, ratio analysis and common accounting adjustments used in stock research.

Revenue drivers, COGS modeling, operating schedules, debt schedule, earnings forecast, interest circularity, model audit and hygiene for equity research models.

Research report formatting, stock pitch presentations, valuation charts, company snapshots, football fields, comps tables and client-ready presentation standards.

FCFF/FCFE, WACC, terminal value, bridge to EV/equity value, intrinsic value, target price calculation and valuation sensitivities.

Peer set selection, normalization, key multiples such as EV/EBITDA, P/E, P/B and EV/Sales, valuation benchmarking and relative valuation for listed companies.

Precedent deals, acquisition multiples, premiums, control and synergies, deriving valuation ranges and understanding deal-based valuation references.

Visualizing valuation ranges from DCF, trading comps and transaction comps; presentation best practices for equity research and stock pitch decks.

Sources & uses, capital structure, returns analysis, IRR/MOIC, value creation levers and sensitivity analysis for advanced valuation understanding.

Accretion/dilution, purchase accounting, synergies, financing, pro-forma analysis and M&A impact on shareholder value.

Bank-specific statements, NIM, CASA, asset quality, GNPA, NNPA, credit cost, regulatory capital, P/B valuation and residual income approach.

Project cash flows, sales schedules, debt draws, NAV, IRR/NPV, sensitivity to price/absorption and valuation of listed real estate companies.

Commodity drivers, reserves, production, lifting costs, DD&A, refining margins and sector-specific valuation notes for oil & gas companies.

AI-assisted equity research workflows: AI annual report analysis, earnings call summaries, competitor benchmarking, industry research, stock screening, financial data extraction and AI-assisted investment thesis development.

Excel on Autopilot: learn how to use AI to simplify complex Excel formulas, automate repetitive workflows, accelerate problem-solving and generate faster dashboard ideas for equity research reporting and Power BI.

10x your research workflow: automate company research, annual report summaries, earnings call analysis, competitor benchmarking, industry research, financial data collection and AI-assisted investment research workflows.

From Data to Recommendation: use AI to structure equity research reports, draft investment memos, create stock pitch narratives and convert financial analysis into professional buy/sell/hold recommendations.