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Stock Fundamental Analysis with Excel

Last Update: January, 2019

1. Course Objective

Learn Stock Fundamental Analysis main topics using Microsoft Excel® in this practical course for all knowledge levels. Feel free to take a look at Course Curriculum.

2. Skills Learned

At the end of this course you will know how to:

  • Comprehend main financial statements (balance sheet, income statement, cash flow statement).
  • Interpret financial ratios (operating activities, investing activities, liquidity, solvency, profitability) and investment ratios (price ratios, enterprise value ratios, yield ratios).
  • Estimate cost of equity (capital asset pricing model CAPM, Fama-French three factors model, arbitrage pricing theory APT model) and cost of capital (weighted average cost of capital WACC model).
  • Assess economic profit (economic value added EVA® model, observed market value added MVA model).
  • Approximate theoretical stock price (discounted cash flow DCF models, discounted dividends model DDM, discounted free cash flow to equity DFCFE model, discounted free cash flow to firm DFCFF model).
  • Estimate stock option prices (Black and Scholes model, binomial tree model, Monte Carlo Simulation method).

3. Typical Student

This course is ideal for you as:

  • Undergraduate or postgraduate who wants to learn about the subject.
  • Finance professional or academic researcher who wishes to deepen your knowledge in equity research.
  • Experienced investor who desires to research stock fundamentals.
  • This course is NOT about “get rich quick” trading systems or magic formulas.
My online courses are closed for enrollment.
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