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Investment Banking

Financial Analysis and Valuation

Robert Metzger and James Bertram

4.5

Based on 200 ratings

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Robert Metzger and James Bertram

This course will provide students the key building blocks required for a career in investment banking, valuation, and other corporate-finance focused fields. It is designed to provide a practical application of financial statement analysis and valuation techniques commonly performed by industry professionals.

The course has two major parts. The first focuses on the foundational elements of financial statement and ratio analysis. The second applies the financial statements and forecasts within the context of company valuation, utilizing common industry valuation techniques.

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Syllabus

Course Introduction and Module 1: Financial Spreads & Adjustments

In this module you will explore the concept of comparability of company financial information, a key building block of valuation. The primary application of that concept is the development of the financial spread template, which is used to standardize the presentation of company financial and market information within accounting periods and across companies. Also addressed in this module is the calculation of fully diluted shares and adjusting financial statements to consider the impact of one-time, non-recurring and unusual items.

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Explores industry-standard techniques and tools of investment banking and corporate finance

Taught by Robert Metzger and James Bertram, both esteemed professionals in the finance industry

Provides a comprehensive overview of financial statement analysis and valuation techniques

Develops practical skills that are directly applicable to roles in investment banking and corporate finance

May require prerequisite knowledge in accounting and finance, though this is not explicitly stated

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Reviews summary

Investment banking: foundational financial analysis & valuation

According to students, this course provides a strong foundation in financial analysis and valuation techniques, essential for a career in investment banking and corporate finance. Learners frequently highlight the practical application of concepts, with many finding the modules on Comparable Public Companies Analysis and Discounted Cash Flows particularly useful. While the course is praised for its real-world examples and comprehensive coverage, some learners suggest that a solid background in finance and accounting is beneficial to keep up with the fast pace and depth of the material. Overall, it's considered an excellent resource for developing critical industry skills.

Learners benefit from a solid background in accounting and finance.

"While excellent, I believe a strong grasp of accounting fundamentals is crucial to fully benefit from the financial statement analysis module."

"Some parts felt quite fast-paced, and I found myself needing to review basic finance concepts to keep up."

"I recommend brushing up on your finance basics before starting, especially if you're new to valuation."

Instructor provides clear explanations and demonstrates deep industry knowledge.

"The instructor's clear explanations made complex topics much easier to digest and understand."

"His deep industry knowledge and practical insights were invaluable, providing real credibility to the lessons."

"I really appreciated how the instructor broke down the valuation techniques, making them accessible even for challenging topics."

Covers key valuation methodologies like DCF and comparable analysis.

"The modules on Comparable Public Companies Analysis and Discounted Cash Flows were incredibly thorough and well-explained."

"I appreciated the deep dive into different valuation methods; it truly provided a holistic view."

"This course does a fantastic job of breaking down complex valuation models into manageable, understandable components."

Focuses on real-world techniques relevant to finance careers.

"This course provided a practical application of financial concepts, exactly what I needed for my investment banking career goals."

"I found the discussions on valuation techniques to be highly relevant to current industry practices, making the content immediately applicable."

"The emphasis on real-world examples really helped solidify my understanding of how financial analysis is performed in practice."

Directly prepares students for roles in investment banking and finance.

"This course is a must-take for anyone serious about pursuing investment banking; it covers all the foundational skills."

"As someone aiming for a finance career, this course has provided me with invaluable knowledge and practical tools."

"I found the content perfectly aligned with what is expected in entry-level finance roles, making it highly beneficial for my career."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Investment Banking: Financial Analysis and Valuation with these activities:

Review Accounting Principles

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Review the fundamental principles of accounting to strengthen your understanding of financial statements and their analysis.

Browse courses on Financial Reporting

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Revisit key accounting concepts, such as assets, liabilities, equity, revenue, and expenses.
Review the accounting equation and its implications for financial statement analysis.
Practice analyzing simple income statements and balance sheets.

The Intelligent Investor

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Read this classic book on value investing to gain insights into the principles of financial analysis and investment decision-making.

View The Intelligent Investor Third Edition,... on Amazon

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Read the book and take notes on key concepts, such as intrinsic value, margin of safety, and diversification.
Apply the principles of value investing to your own investment analysis.

Walkthrough of Valuation Techniques

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Follow guided tutorials or online courses to gain a deeper understanding of different valuation techniques and their applications.

Browse courses on Valuation Methods

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Identify the most common valuation techniques used in investment banking and corporate finance.
Learn the key steps involved in conducting a discounted cash flow analysis.
Practice applying multiples analysis to value companies in different industries.
Understand the process of comparable company analysis and its limitations.

Five other activities

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Valuation Study Group

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Join or form a study group with other students to discuss valuation concepts and work on practice problems together.

Browse courses on Valuation Techniques

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Find or create a study group with other students taking the course.
Meet regularly to discuss course material, solve problems, and prepare for exams.
Share notes, resources, and insights with your group members.

Financial Statement Analysis Practice

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Solve practice problems and case studies to improve your ability to analyze financial statements and make informed investment decisions.

Browse courses on Financial Statement Analysis

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Download practice financial statements from company websites or financial databases.
Calculate key financial ratios and analyze trends over time.
Develop financial spreadsheets to perform sensitivity analysis and valuation calculations.
Present your findings and recommendations in a clear and concise manner.

Valuation Workshop

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Attend a workshop led by industry experts to learn about advanced valuation techniques and best practices.

Browse courses on Valuation Techniques

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Research and identify upcoming valuation workshops or conferences.
Register for and attend the workshop.
Take notes and ask questions during the workshop.
Apply the knowledge gained from the workshop to your own work.

Valuation Blog Post

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Write a blog post or article that summarizes your understanding of a particular valuation technique or concept.

Browse courses on Valuation Techniques

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Choose a valuation topic that you are interested in writing about.
Research the topic thoroughly and gather data from credible sources.
Write a clear and concise blog post that explains the topic to a general audience.
Share your blog post on social media or other platforms.

Valuation Model Project

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Develop a comprehensive financial model to value a real-world company using industry-standard techniques.

Browse courses on Financial Modeling

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Select a publicly traded company that you are interested in analyzing.
Gather financial data from the company's financial statements and other sources.
Build a financial model using Excel or another financial modeling software.
Perform a valuation analysis using multiple techniques, such as discounted cash flow and comparable company analysis.
Write a report summarizing your findings and valuation结论.

Career center

Learners who complete Investment Banking: Financial Analysis and Valuation will develop knowledge and skills that may be useful to these careers:

Investment Banker

This course will provide you with the foundational elements of financial statement and ratio analysis, which are essential skills for Investment Bankers. You will also learn how to apply financial statements and forecasts within the context of company valuation, utilizing common industry valuation techniques. This course will help you build a strong foundation for a career in investment banking.

See salaries and explore the career path for Investment Banker

Financial Analyst

Financial Analysts use financial statement analysis and valuation techniques to make recommendations on investments. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course will help you build a strong foundation for a career as a Financial Analyst.

See salaries and explore the career path for Financial Analyst

Equity Research Analyst

Equity Research Analysts use financial statement analysis and valuation techniques to make recommendations on stocks. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course will help you build a strong foundation for a career as an Equity Research Analyst.

See salaries and explore the career path for Equity Research Analyst

Portfolio Manager

Portfolio Managers use financial statement analysis and valuation techniques to make investment decisions. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course will help you build a strong foundation for a career as a Portfolio Manager.

See salaries and explore the career path for Portfolio Manager

Investment Manager

Investment Managers use financial statement analysis and valuation techniques to make investment decisions for clients. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course will help you build a strong foundation for a career as an Investment Manager.

See salaries and explore the career path for Investment Manager

Financial Planner

Financial Planners use financial statement analysis and valuation techniques to help clients make financial decisions. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course will help you build a strong foundation for a career as a Financial Planner.

See salaries and explore the career path for Financial Planner

Private Equity Investor

Private Equity Investors use financial statement analysis and valuation techniques to make investment decisions. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course will help you build a strong foundation for a career as a Private Equity Investor.

See salaries and explore the career path for Private Equity Investor

Venture Capitalist

Venture Capitalists use financial statement analysis and valuation techniques to make investment decisions. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course will help you build a strong foundation for a career as a Venture Capitalist.

See salaries and explore the career path for Venture Capitalist

Hedge Fund Manager

Hedge Fund Managers use financial statement analysis and valuation techniques to make investment decisions. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course will help you build a strong foundation for a career as a Hedge Fund Manager.

See salaries and explore the career path for Hedge Fund Manager

Investment Advisor

Investment Advisors use financial statement analysis and valuation techniques to make investment recommendations to clients. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course will help you build a strong foundation for a career as an Investment Advisor.

See salaries and explore the career path for Investment Advisor

Corporate Finance Analyst

Corporate Finance Analysts use financial statement analysis and valuation techniques to make financial decisions for corporations. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course will help you build a strong foundation for a career as a Corporate Finance Analyst.

See salaries and explore the career path for Corporate Finance Analyst

Management Consultant

Management Consultants use financial statement analysis and valuation techniques to help clients make business decisions. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course may be useful for building a foundation for a career as a Management Consultant.

See salaries and explore the career path for Management Consultant

Commercial Banker

Commercial Bankers use financial statement analysis and valuation techniques to make lending decisions. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course may be useful for building a foundation for a career as a Commercial Banker.

See salaries and explore the career path for Commercial Banker

Credit Analyst

Credit Analysts use financial statement analysis and valuation techniques to assess the creditworthiness of borrowers. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course may be useful for building a foundation for a career as a Credit Analyst.

See salaries and explore the career path for Credit Analyst

Risk Manager

Risk Managers use financial statement analysis and valuation techniques to assess the risks of financial decisions. This course will provide you with the skills you need to perform these tasks effectively. You will learn how to analyze financial statements, conduct ratio analysis, and value companies using a variety of methods. This course may be useful for building a foundation for a career as a Risk Manager.

See salaries and explore the career path for Risk Manager

Reading list

We've selected nine books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Investment Banking: Financial Analysis and Valuation.

Valuation

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This comprehensive guide provides advanced techniques and practical applications in valuation, expanding upon the concepts covered in the course.

Investment Banking

Financial Analysis and Valuation

Two deals to help you save

What's inside

Syllabus

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Reviews summary

Investment banking: foundational financial analysis & valuation

Activities

Career center

Reading list

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