Equity Valuation and Portfolio Analysis

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.