Equity Valuation and Portfolio Analysis
About this course
Master equity research, financial modeling, stock valuation, and portfolio analysis using real-world company case studies. Build job-ready investment analysis skills with Excel-based models, DCF valuation, financial statement analysis, and portfolio strategy frameworks. This Specialization provides a practical pathway to analyze companies, forecast financial performance, estimate intrinsic value, and evaluate investment opportunities like a professional equity research analyst. You’ll learn how to interpret financial statements, identify business and cost drivers, build integrated financial models, calculate WACC and free cash flow, and apply DCF, PE-based, and relative valuation techniques. Across real-world cases in pharmaceuticals, capital goods, and retail, you’ll connect industry insights with financial projections and valuation outcomes. You’ll also explore portfolio management concepts including active and passive strategies, benchmarking, tracking error, momentum investing, style analysis, and asset allocation. By the end of this Specialization, you’ll be able to build professional financial models, analyze company performance, evaluate stock value, compare investment opportunities, and make data-driven equity investment decisions with confidence.
75/100
CourseAsk score
- What the provider tells you
- 39/45
- Who stands behind it
- 20/35
- How complete the listing is
- 16/20
Scores how much the provider publishes and who stands behind it — not how well it is taught.
What you'll learn
- Build integrated financial models in Excel for equity valuation
- Calculate WACC and free cash flow for DCF analysis
- Apply DCF, PE-based, and relative valuation techniques to real companies
- Interpret financial statements and identify business and cost drivers
- Evaluate portfolio management strategies including active and passive approaches
- Analyze tracking error, momentum investing, and style analysis
- Forecast financial performance based on industry and company fundamentals
- Compare investment opportunities using professional equity research frameworks
Course objectives
- Master equity research and financial modeling skills for investment analysis
- Develop proficiency in stock valuation methodologies used by professional analysts
- Apply financial analysis techniques to real-world case studies across multiple industries
- Build competence in portfolio strategy and asset allocation frameworks
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