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Currently Playing: Company Analysis Past and Present - Module 5 – EQUITY – CFA® Level I 2026

Get our FREE CFA Level 1 summaries: https://www.finquiz.com/cfa/level-1/summary 📊 Master Equity Valuation with FinQuiz – Go Beyond the Basics This video gave you the tools—but now it’s time to sharpen them. If you're aiming to truly understand and apply equity valuation techniques in the exam, you need targeted prep materials that cut straight to what matters most. 💼 Battle-Ready Summaries – Get laser-focused summaries of equity valuation models, formulas, and use-cases 👉 https://www.finquiz.com/cfa/level-1/summary/ 📘 Stanley Notes – Dig deeper into DDM, FCFE, PE multiples, and valuation pitfalls—explained like you're in class 👉 https://www.finquiz.com/cfa/level-1/notes/ 📐 Formula Sheet – Every key valuation equation on one sleek, exam-ready sheet 👉 https://www.finquiz.com/cfa/level-1/formula-sheet/ 🧠 Question Bank – Test your understanding with scenario-based questions from the equity section 👉 https://www.finquiz.com/cfa/level-1/question-bank/ 📝 Mock Exams – Simulate exam day with mocks that feature equity valuation item sets just like the real thing 👉 https://www.finquiz.com/cfa/level-1/mock-exam/ 🎯 Need everything in one place? 👉 https://www.finquiz.com/cfa/level-1/ 🚀 Go Premium – Unlock full access + expert strategy to master Equity and every other topic 👉 https://www.finquiz.com/cfa-level-1-study-packages/ Master Company Analysis: Past & Present for CFA® Level I! In this hands‑on lecture, we show you how professional equity analysts turn mountains of data into concise buy / hold / sell recommendations. You’ll learn: Three‑Level Research Framework – dissect a firm’s past & present, assess industry dynamics (Porter’s Five Forces, PESTEL), and build forward‑looking forecasts. Anatomy of a Research Report – front matter, investment thesis, business model breakdown, financial modelling, valuation (DCF & multiples), ESG section, and risk analysis. Business‑Model Deep Dive – spot true revenue drivers, pricing power, market‑share trends, and substitutes using top‑down & bottom‑up approaches. Operating Profitability & Working‑Capital Tactics – decode fixed vs. variable costs, contribution margin, operating leverage, inventory turns, and the cash‑conversion cycle. Capital Structure & Allocation – evaluate funding sources (debt vs. equity), forecast CAPEX, estimate WACC, and use DuPont & DFL to judge leverage risk. Real‑World Examples – Starbucks, Peloton, Netflix, Amazon, Tesla and more illustrate how theory translates to actionable insights. Exam‑Ready Tips – know exactly how CFA Institute can test business‑model interpretation, revenue forecasting, ROE decomposition, and capital‑structure scenarios. 👉 Boost retention with FinQuiz Battle‑Ready Summaries, formula sheets, six mock exams, and a 10,000‑question bank—all purpose‑built to slash study time and maximize your score. Download links in the description! 00:00:00 Introduction & Module Overview 00:01:04 Three‑Level Approach to Company Analysis 00:02:04 Research Report Types & Audience Tailoring 00:03:03 Equity Research Report Structure 00:06:02 Company Description & Industry Positioning 00:07:04 Financial Modeling & Valuation Techniques 00:08:04 ESG Considerations & Risk Assessment 00:09:03 Dynamic Updates & Research Tools 00:09:38 Deep Dive: Business Model Analysis 00:14:06 Revenue Drivers & Forecasting Methods 00:16:38 Assessing Pricing Power & Market Dynamics 00:18:46 Operating Profitability & Working Capital 00:30:49 Capital Structure & Funding Decisions 00:36:03 Conclusion & Next Steps