The Complete 2020 Company Valuation & Stock Analysis Course
What you'll learn
- How to value a company from a professional analyst perspective
- Perform sensitivity analysis table
- The essentials of discounted cash flow analysis modeling using Excel
- Terminal EBITDA & DCF methods
- Perpetuity DCF method
- Football Field analysis
- How to spread trading comps
- Many more concepts
- Business Fundamentals Course (1 of 4)
- Financial Statements Modeling Course (2 of 4)
- You should have a strong commitment to learning a new skill
- You will need Microsoft Excel 2007, 2010 or newer version
Shorten the learning curve. Learn the skills and gain the hands-on experience needed to become a professional analyst in weeks.
Our Corporate Valuation & Stock Analysis Course explores common valuation techniques used by Wall Street professionals to value companies. This course has been designed with “on the job” experience in mind. The primary focus of the course is to teach students the practical applications of theoretical methodologies. In our case study, we will value the target company and determine whether it is overvalued or undervalued by the market.
This course was carefully designed to teach students all the technical skills needed for a career in finance as a financial analyst. These skills are applied by finance professionals each day on the job. Our curriculum and content are grounded with best industry practices giving you a full immersion into the world of a professional analyst. By the end of the course, you will have a strong understanding of valuation methods and be able to perform analysis like a professional. You will master the skills applied by professionals on Wall Street each day.
Build the fundamental skills for careers in:
· Investment banking
· Asset management
· Private equity
· Corporate development
· Equity research
Important: How to take this course: This course is part 3 of 4 video courses in our Analyst program series designed to teach you the soft and technical skills professionals apply on-the-job each day. With each of the first 3 courses, students learn principles, concepts and the practical application in the real world. You’ll compound your knowledge every step of the way in preparing for the 4th course, our full investment case analysis. Take this course serious, make a commitment to yourself to complete all 4 courses. By the end of all 4 courses, you’ll be proud of your effort and you’ll be ready to preform like a professional first day on the job or internship.
· Valuation methodologies and concepts
· Building comparable company analysis
· Choosing the appropriate set of comps
· Key benefits & challenges
· Source of public information
· Calculating equity & enterprise values
· Treasury stock method & calculating Last Twelve Months (LTM)
· Adjustments: non‐recurring items
· Appropriate relevant trading / leverage multiples
· Arriving to an implied valuation range
· Spreading public comps
· Precedent transaction / acquisition comparable
· Analyzing multiples and control premium
· Discounted Cash Flow methodology overview
· Calculating WACC
· Estimating terminal value (exit multiple vs. perpetuity growth rate)
· Mid‐year and year discounting method
· Determining valuation range on DCF analysis
· Sensitivity analysis
Who this course is for:
- Any student looking to learn advance financial analyst skills
- Anyone who wants a career transition into finance
- Anyone looking to acquire the core technical and soft skills professionals on Wall Street implement on the job
- Entrepreneurs who want to develop their professional skills and grow a business
- Anyone looking to learn financial modeling, company valuation and stock analysis skills
Luis Romero has over a decade of professional finance experience. He is the principal and founder of Romero Capital a long/short investment fund. He is also the founder and lead instructor of Romero Mentoring a finance career program for college students. Before this, he conducted financial training programs for corporate and individual clients across the U.S. and the world.
Mr. Romero worked as an equity analyst and trader at Seven Points Capital. He began his career at Credit Suisse as a Mergers & Acquisitions analyst in New York where he acquired deal experience in the technology, industrial and health care industries. Prior to this he worked at Bank of America Securities and Citi Investment Research. He has also worked with start-ups in the food & beverage and education sectors.
Mr. Romero graduated from Baruch College, Zicklin School of Business with a B.B.A. in finance and minor in philosophy. He was born in Santo Domingo, Dominican Republic and grew up in the Bronx, New York.