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Introduction to Fundamental Analysis
13 Modules | 53 Chapters
Overview
Course Index
Overview
Module 1
Introduction to Fundamental Analysis
Understanding the Role of Fundamental Analysis in Investing
Qualitative vs. Quantitative Analysis in Stock Valuation
The Role of Economic Indicators in Fundamental Analysis
Introduction to Financial Statements
Module 2
Analyzing Financial Statements
Reading and Interpreting the Balance Sheet
Understanding the Income Statement for Profitability
Cash Flow Statement Analysis: Importance in Stock Valuation
Statement of Shareholder Equity: What It Tells Investors
Financial Ratios: How to Extract Insights from Financial Statements
Module 3
Profitability Ratios
Gross Profit Margin: Analyzing Core Profitability
Operating Profit Margin Understanding Operational Efficiency
Net Profit Margin Bottom Line Profitability Analysis
Return on Equity (ROE) A Key Indicator for Investors
Return on Assets (ROA) Measuring Asset Efficiency
Module 4
Liquidity and Solvency Ratios
Current Ratio and Quick Ratio: Assessing Short-term Liquidity
Debt-to-Equity Ratio: Evaluating a Company's Leverage
Interest Coverage Ratio: Assessing a Company’s Debt Servicing Ability
Cash Ratio: Measuring the Cash Strength of a Company
Working Capital Management: How Liquidity Affects Business Operations
Module 5
Efficiency Ratios
Inventory Turnover Ratio: Analyzing Inventory Management
Asset Turnover Ratio: Measuring the Efficiency of Asset Use
Receivables Turnover Ratio: Assessing Credit Efficiency
Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO)
Capital Employed Turnover Ratio: Understanding Business Efficiency
Module 6
Valuation Ratios
Price-to-Earnings (P/E) Ratio: Valuing a Company's Earnings
Price-to-Book (P/B) Ratio: Valuing a Company's Book Value
Dividend Yield and Dividend Payout Ratio: Evaluating Income from Stocks
Enterprise Value to EBITDA (EV/EBITDA) Ratio: Understanding Company Valuation
Price-to-Sales (P/S) Ratio: Measuring a Company's Revenue
Module 7
Industry and Sector Analysis
Understanding the Impact of Economic Cycles on Sectors
Sector-Specific Valuation Metrics: How They Differ by Industry
Porter's Five Forces and PESTLE Analysis
Comparing Companies within the Same Industry for Better Insights
Module 8
Economic and Market Indicators
How Interest Rates and Inflation Influence Stock Valuation
Gross Domestic Product (GDP) and Its Role in Stock Analysis
Impact of Exchange Rates and Foreign Trade on Stock Markets
Module 9
Management and Corporate Governance Analysis
Evaluating Corporate Governance: Key Indicators to Watch
Executive Compensation and its Impact on Company Performance
Assessing a Company's Ownership Structure
Module 10
Risk Analysis in Fundamental Analysis
Macroeconomic Risks and Their Impact on Investments
Understanding Risk in Investments
Company-Specific Risks
Economic Moats: How They Protect Companies from Competitors
Module 11
Analyzing Competitive Advantages
What is a Competitive Advantage and How to Identify It?
Understanding a Company’s Brand Value in Stock Analysis
Analyzing Cost Leadership and Differentiation Strategies
Module 12
Forecasting and Estimating Growth
How to Forecast Earnings Growth Using Historical Data
Projecting Revenue Growth: Understanding Market Share and Trends
Estimating Future Cash Flows in Discounted Cash Flow (DCF) Models
How to Use Analyst Reports in Stock Forecasting
Module 13
Putting It All Together: Valuing a Stock
How to Interpret Different Valuation Metrics Together
Comparing Intrinsic Value to Market Price: Buy or Sell?
Using a Stock Screener to Identify Fundamental Value Stocks
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Overview

Level

Beginner

Access

Free for all

Time

2-3 Hours

Evaluate a company’s financial health and growth potential. This course covers key concepts like balance sheets, income statements, and industry trends. Gain a solid understanding of what drives long-term stock value.

13 Modules

53 Chapters

What will you learn?

  • Understand the role of fundamental analysis and differentiate between qualitative and quantitative approaches.

  • Analyse financial statements like balance sheets, income statements, and cash flow statements to assess company performance.

  • Explore financial ratios such as ROE, Debt-to-Equity Ratio, and Profit Margins to evaluate profitability, leverage, and efficiency.

  • Learn valuation metrics like P/E Ratio, EV/EBITDA, and Dividend Yield to assess a company’s intrinsic value.

  • Grasp the impact of macroeconomic factors like GDP, inflation, and interest rates on stock valuation.

  • Develop skills to forecast earnings, project growth, and use tools like DCF models and analyst reports.

Next
Understanding the Role of Fundamental Analysis in Investing
Next
Understanding the Role of Fundamental Analysis in Investing

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Previous
Course Index
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Overview
Module 1
Introduction to Fundamental Analysis
Understanding the Role of Fundamental Analysis in Investing
Qualitative vs. Quantitative Analysis in Stock Valuation
The Role of Economic Indicators in Fundamental Analysis
Introduction to Financial Statements
Module 2
Analyzing Financial Statements
Reading and Interpreting the Balance Sheet
Understanding the Income Statement for Profitability
Cash Flow Statement Analysis: Importance in Stock Valuation
Statement of Shareholder Equity: What It Tells Investors
Financial Ratios: How to Extract Insights from Financial Statements
Module 3
Profitability Ratios
Gross Profit Margin: Analyzing Core Profitability
Operating Profit Margin Understanding Operational Efficiency
Net Profit Margin Bottom Line Profitability Analysis
Return on Equity (ROE) A Key Indicator for Investors
Return on Assets (ROA) Measuring Asset Efficiency
Module 4
Liquidity and Solvency Ratios
Current Ratio and Quick Ratio: Assessing Short-term Liquidity
Debt-to-Equity Ratio: Evaluating a Company's Leverage
Interest Coverage Ratio: Assessing a Company’s Debt Servicing Ability
Cash Ratio: Measuring the Cash Strength of a Company
Working Capital Management: How Liquidity Affects Business Operations
Module 5
Efficiency Ratios
Inventory Turnover Ratio: Analyzing Inventory Management
Asset Turnover Ratio: Measuring the Efficiency of Asset Use
Receivables Turnover Ratio: Assessing Credit Efficiency
Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO)
Capital Employed Turnover Ratio: Understanding Business Efficiency
Module 6
Valuation Ratios
Price-to-Earnings (P/E) Ratio: Valuing a Company's Earnings
Price-to-Book (P/B) Ratio: Valuing a Company's Book Value
Dividend Yield and Dividend Payout Ratio: Evaluating Income from Stocks
Enterprise Value to EBITDA (EV/EBITDA) Ratio: Understanding Company Valuation
Price-to-Sales (P/S) Ratio: Measuring a Company's Revenue
Module 7
Industry and Sector Analysis
Understanding the Impact of Economic Cycles on Sectors
Sector-Specific Valuation Metrics: How They Differ by Industry
Porter's Five Forces and PESTLE Analysis
Comparing Companies within the Same Industry for Better Insights
Module 8
Economic and Market Indicators
How Interest Rates and Inflation Influence Stock Valuation
Gross Domestic Product (GDP) and Its Role in Stock Analysis
Impact of Exchange Rates and Foreign Trade on Stock Markets
Module 9
Management and Corporate Governance Analysis
Evaluating Corporate Governance: Key Indicators to Watch
Executive Compensation and its Impact on Company Performance
Assessing a Company's Ownership Structure
Module 10
Risk Analysis in Fundamental Analysis
Macroeconomic Risks and Their Impact on Investments
Understanding Risk in Investments
Company-Specific Risks
Economic Moats: How They Protect Companies from Competitors
Module 11
Analyzing Competitive Advantages
What is a Competitive Advantage and How to Identify It?
Understanding a Company’s Brand Value in Stock Analysis
Analyzing Cost Leadership and Differentiation Strategies
Module 12
Forecasting and Estimating Growth
How to Forecast Earnings Growth Using Historical Data
Projecting Revenue Growth: Understanding Market Share and Trends
Estimating Future Cash Flows in Discounted Cash Flow (DCF) Models
How to Use Analyst Reports in Stock Forecasting
Module 13
Putting It All Together: Valuing a Stock
How to Interpret Different Valuation Metrics Together
Comparing Intrinsic Value to Market Price: Buy or Sell?
Using a Stock Screener to Identify Fundamental Value Stocks