Stock Fundamental Analysis with Excel

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Learn stock fundamental analysis main concepts from basic to expert level through a practical course with Excel.

216 students enrolled

Created by
Diego Fernandez

Last updated 11/2016

English

What Will I Learn?

- Understand main financial statements: balance sheet, income statement and cash flow statement.
- Interpret financial ratios to analyze a company’s operations, investments, liquidity, solvency and profitability.
- Comprehend investment ratios to evaluate a company’s relationship between its financials and stock price, enterprise value and corresponding yields.
- Define a company’s cost of equity through CAPM, Fama-French factors and APT models and also its cost of capital through WACC model.
- Valuate a company’s theoretical stock price through economic value added (EVA) and discounted cash flow (DCF) models.
- Calculate a company’s stock option prices through Black & Scholes, Binomial models and Monte Carlo Simulation method.
- Explore the wisdom of best practitioners (Graham, Lynch, Greenblatt) and Nobel prize winners (Shiller, Fama, Sharpe) among many others.

Requirements

- Spreadsheet software such as Microsoft Excel is required.
- Practical example spreadsheet provided by instructor.
- Prior basic spreadsheet software knowledge is recommended.

Description

**Course video lectures, content slides and Excel file constantly updated (latest: November 2016, audio re-editing)**

Learn stock fundamental analysis through a practical course with Excel and real world examples. It explores main concepts from basic to expert level which will help you achieve better grades, review concepts and polish skills for your new finance career or make decisions as DIY investor. All of this while referencing best practitioners and Nobel Prize winners.

**Become a Stock Fundamental Analysis Expert in this Practical Course with Excel**

- Understand main financial statements.
- Interpret financial and investment ratios.
- Define a company's cost of equity, debt and capital.
- Valuate a company's theoretical stock price.
- Calculate a company's stock option prices.
- Explore the wisdom of best practitioners and Nobel Prize winners.

**Become a Stock Fundamental Analysis Expert and Put Your Knowledge in Practice**

Learning stock fundamental analysis is essential for finance careers in areas such as equity research, investment banking, private equity or venture capital. It is also indispensable for academic careers in finance or business research. And it is one of the two most common analysis techniques for DIY investors.

But as learning process can become difficult as complexity grows, this course helps by leading you through step by step real world practical examples for greater effectiveness.

**Content and Overview**

This practical course contains 50 lectures and 10 hours of content. It's designed for all stock financial analysis knowledge levels and a basic understanding of Excel is recommended.

At first, you'll understand main financial statements which are the balance sheet, income statement and cash flow statement. With these you'll calculate financial ratios to analyze a company's operations, investments, liquidity, solvency and profitability. Then, you'll estimate investment ratios with stock market data such as P/E and dividends yield for valuation purposes.

After that, you'll calculate a company's cost of equity, debt and capital with CAPM, Fama-French factors, APT and WACC models. With these you´ll estimate a company's stock theoretical value through EVA, DCF models and do a valuation by comparing it to its market price.

Finally, you'll calculate a stock's financial option prices with Black & Scholes, Binomial models and Monte Carlo Simulation method.

Who is the target audience?

- Students at any knowledge level who want to learn about stock fundamental analysis.
- DIY investors also at any knowledge level who desire to learn about stock fundamental analysis and put it in practice.
- Finance interns or analysts who wish to review concepts and polish skills.
- This course is NOT aimed at investors seeking to day trade stocks or options.
- This course is NOT about “get rich quick” trading systems or magic formulas.

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