Advanced Equity Valuation Techniques for Practitioners
Mastering Valuation Models, Market Comparables & Real-World Application Strategies
Course Schedule
| Venue (InHouse) | Fees |
|---|---|
| At Your Organization Premises | Ask For The Quotation |
Course Introduction
Equity valuation lies at the heart of informed investment decisions, corporate finance, and strategic planning. As financial markets evolve and investor expectations grow, practitioners require more sophisticated, data-driven techniques to assess a company’s true worth. This intensive training delivers the expertise needed to master advanced equity valuation methodologies used by global investment banks, asset managers, and corporate strategists.
Through real-life case studies and hands-on exercises, this program equips participants with a deeper understanding of discounted cash flow (DCF) modeling, relative valuation, market multiples, and sector-specific considerations—ensuring accurate, defendable, and insightful valuations in a variety of market scenarios.
Course Objectives
By the end of this course, participants will be able to:
- Apply advanced DCF and adjusted present value (APV) techniques
- Evaluate companies using relative valuation tools such as P/E, EV/EBITDA, and price-to-book multiples
- Identify key value drivers, risks, and assumptions impacting valuation results
- Integrate scenario analysis and sensitivity testing into models
- Adjust valuation models for sector-specific factors and corporate actions
Key Benefits of Attending
- Gain mastery over the full range of valuation methodologies used by equity analysts and financial institutions
- Learn to construct robust financial models under real-world conditions
- Enhance your ability to evaluate investment opportunities and pricing strategies
- Understand how to account for M&A activity, IPO pricing, and restructuring in valuation
- Build credibility and confidence when presenting valuation reports and recommendations
Intended Audience
This program is designed for:
- Equity analysts and investment professionals
- Corporate finance officers and CFOs
- M&A analysts and transaction advisors
- Portfolio managers and financial consultants
- Business valuation practitioners and accountants
Individual Benefits
Key competencies that will be developed include:
- Financial modeling and forecasting skills
- Ability to analyze public and private equity valuations
- Confidence in presenting complex valuation findings
- Insight into market trends, growth potential, and value creation strategies
- Enhanced understanding of investor behavior and sentiment analysis
Organization Benefits
Upon completing the training course, participants will demonstrate:
- More accurate equity valuations for strategic decisions
- Enhanced investment screening and due diligence practices
- Better pricing strategies for IPOs and divestitures
- Improved internal valuation governance and standardization
- Stronger alignment with investor expectations and market positioning
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
- Strategy Briefings – Deep dive into equity valuation frameworks and evolving methodologies
- Case Studies – Sector-based valuation examples including tech, banking, and industrials
- Workshops – Hands-on modeling of DCF, comparables, and valuation adjustments
- Peer Exchange – Group critique of valuation assumptions and presentation delivery
- Tools – Excel templates for DCF, multiples, and forecasting models
Course Outline
DETAILED 5-DAY COURSE OUTLINE (Customizable)
Training Hours: 7:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Foundations of Equity Valuation
- Module 1: Core Valuation Concepts & Models (07:30 – 09:30)
- The valuation cycle and context: investment, M&A, fairness opinions
- Intrinsic vs. relative valuation techniques
- Introduction to DCF and market comparables
- Module 2: Analyzing Financial Statements for Valuation (09:45 – 11:15)
- Quality of earnings and earnings normalization
- Identifying non-operating items and hidden liabilities
- Forecasting best practices
- Module 3: Understanding Value Drivers (11:30 – 01:00)
- Growth, profitability, and capital efficiency
- ROIC, WACC, and reinvestment rate interactions
- Strategic and macroeconomic influences
Day 2: Advanced DCF and APV Modeling
- Module 1: Building a Full DCF Model (07:30 – 09:30)
- Free cash flow estimation (FCFF vs. FCFE)
- Terminal value methods and growth assumptions
- Discount rate calculation and risk premiums
- Module 2: Adjusted Present Value (APV) & Scenario Modeling (09:45 – 11:15)
- Valuing tax shields and financing effects
- Adjusting for changing capital structures
- Scenario testing and decision trees
- Module 3: Sensitivity & Break-Even Analysis (11:30 – 01:00)
- One-way and two-way data tables
- Tornado charts and driver prioritization
- Interpreting ranges and confidence intervals
Day 3: Relative Valuation & Market Multiples
- Module 1: Selecting and Normalizing Multiples (07:30 – 09:30)
- Common multiples: EV/EBITDA, P/E, PEG, and others
- Forward vs. trailing valuations
- Adjusting for non-recurring items
- Module 2: Peer Group Selection and Benchmarking (09:45 – 11:15)
- Comparable company analysis
- Transaction multiples (precedent deals)
- Sector considerations: banks, energy, technology
- Module 3: Valuation Adjustments and Control Premiums (11:30 – 01:00)
- Illiquidity, control, and synergies
- Discounts for minority interest and lack of marketability
- Cross-border valuation issues
Day 4: Valuation in Special Situations
- Module 1: Valuation for M&A and IPOs (07:30 – 09:30)
- Deal structuring and valuation disputes
- IPO pricing and investor sentiment
- Precedent transactions and fairness opinions
- Module 2: Distressed Valuation & Turnaround Cases (09:45 – 11:15)
- Liquidation and reorganization value
- Valuing loss-making or cash-negative firms
- Credit-adjusted DCF approaches
- Module 3: ESG and Intangible Value Considerations (11:30 – 01:00)
- Brand equity, R&D, and intellectual capital
- ESG scoring in investment analysis
- Impact on multiples and investor perception
Day 5: Practical Valuation Workshop & Presentation Skills
- Module 1: Full Valuation Case Study (07:30 – 09:30)
- Valuation of a listed firm using DCF and multiples
- Interpretation of assumptions and model outputs
- Comparison with analyst consensus
- Module 2: Pitchbook Development and Reporting (09:45 – 11:15)
- Communicating valuation results effectively
- Creating persuasive valuation presentations
- Regulatory and compliance considerations
- Module 3: Review & Action Plan (11:30 – 01:00)
- Summary of techniques learned
- Key takeaways for real-world application
- Final Q&A and feedback
Certification
Participants will receive a Certificate of Completion in Advanced Equity Valuation Techniques, validating their proficiency in applying robust equity valuation models and analytical frameworks for strategic investment and financial decision-making.