K MENA Equity Analysis & Valuation
Equity Analysis & Valuation
Course Start Date: 3rd September
Training Duration: 4 Days
Practical application through exercises:
- Excel Exercises
- Case Studies
Learning Outcomes
Understand the role of equity in an investor’s portfolio
Learn to analyze financial health of a company
Understand drivers of business value: Cash, Growth & Risk
Learn and apply discounted cash flow valuation tools
Learn and apply multiples-based valuation tools
Course Outlines
- Equity vs Debt
- Types of equity investments – Public, Private, Common, Preference, etc.
- Long, short and levered positions (margin trading)
- Risk & Return in Equity Investing
- Role of Equity in an investor’s portfolio
- Key financial KPIs
Exercise: Delegates will perform financial statement analyze for two publicly traded companies
- Drivers of business value: Cash, Growth & Risk
- Discounted Cashflows Valuation – DDM, FCFF, FCFE
- Multiples Based Valuation – P/E, P/B, EV/EBITDA, etc.
Exercise: Delegates will value a public company using different methods of valuation