Financial Modeling and Business Valuation

Welcome to the "Financial Modeling and Business Valuation" course on Upsurge.club, where you will learn to analyze a company, forecast its financial statements, and estimate its intrinsic value to make an informed investing decision.

Lesson 1, Understanding the Industry & Business, is an introduction to fundamental analysis. You will learn to analyze a company and understand the industry it operates in. You will also learn the Boston Matrix and McKinsey Matrix methods, which will help you in analyzing a company's portfolio of brands.

In lesson 2, Analyzing & Forecasting the Profit & Loss Statement, you will learn to forecast the important line items of the profit and loss statement like the revenue, expenses, operatin margins, etc., using USL as an example. You will also get an Excel financial model template to get started.

In lesson 3, Analyzing & Forecasting the Balance Sheet, you will learn to forecast tangible assets, current and non-current assets, as well as the different types of liabilities. You will also complete forecasting the remaining items of the profit and loss statement.

In lesson 4, Analyzing & Forecasting the Cash Flow Statement, you will use the skills gained from the previous modules and learn to forecast the 3 cash flow statements - operating, investing, and financing. This module concludes oyur financial statement forecasting process.

Lesson 5, Absolute & Relative Valuation, delves into the technique of valuing the shares of a company. You will learn to calculate different assumptions like the cost of equity, cost of capital, and the prepetual growth rate, required to estimate the intrinsic value of a comapny.

Lesson 6, Risk Management, is all about matching our assumptions with reality. You will learn scenario analysis and 'football field analysis', which will help you determine how appropriate your conclusions are.

Lesson 7, Relative Valuation for Multiple Industries, will touch upon the different valuation techniques you can employ while evaluating businesses from different industries. After this concluding module, you will be able to analyze and forecast the financial statements of a company and value it appropriately, depending on the industry it operates in.

Course Highlights:

- Build a comprehensive & dynamic financial model on Excel
- Undertake company analysis and industry analysis using various methods
- Forecast income statement, balance sheet, and cash flow statements
- Estimate the intrinsic value of a company using different techniques
Who is this course for:

- Anyone eager to learn financial modeling and valuation to make better investing decisions
- Equity research and investment banking aspirants
- Anyone who is considering a career in the field of finance