Company Analysis Past and Present - Module 5 – EQUITY – CFA® Level I 2025

Download PDF Now: https://www.finquiz.com/cfa/level-1/s...

2025 Prep Packages for the CFA® Program exam offered by FinQuiz Pro (notes, summaries, question bank, mock exams, and formula sheet):

Level I: https://www.finquiz.com/cfa/level-1/
Level II: https://www.finquiz.com/cfa/level-2/
Level III: https://www.finquiz.com/cfa/level-3/

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