NBA 5061

Last Updated

  • Schedule of Classes - January 7, 2018 7:14PM EST
  • Course Catalog - January 7, 2018 7:15PM EST

NBA 5061
Comprehensive Financial Statement Analysis

Course information provided by the Courses of Study 2017-2018.

This course explores the practice of financial statement analysis and equity research. The course includes two parts. In the first part, students develop a set of core skills essential to equity research and financial statement analysis. We cover information sources, strategic ratio analysis, cash flow analysis, forecasting financial statements, and firm valuation using discounted cash flow and residual income techniques. The second part focuses on more advanced financial statement topics and specialized industries. We cover investment research, accounting analysis, credit analysis, banking, mergers and acquisitions, and issues relating to international financial statement analysis. The course emphasizes the practical application of the material using a combination of lecture, cases, and hands-on examples.  Students are evaluated based on an equity research project and two exams.  The course presumes an understanding of basic corporate finance theory and basic financial accounting, but little or no previous experience in security valuation. The class is designed for students planning for careers in investment banking, corporate management, venture capital, security analysis, credit analysis, consulting, or public accounting.

When Offered Fall.

Permission Note Enrollment limited to: Non-Johnson School students only.

View Enrollment Information

Syllabi:

  •   Regular Academic Session. 

  • 3 Credits GradeNoAud

  • 13277 NBA 5061   LEC 001

    • MW

    • Merkley, K

  • Class meets in Sage Hall Room B01 **NON-JOHNSON GRAD AND UG SRS ONLY** Non-Johnson Students ONLY: August 15th at 8:00am thru September 5th at 4:00pm. You may add or drop a full semester class after September 5th with permission of the faculty. A late fee of $100.00 will be charged for each add or drop transaction. If you are dropping after October 17th you will also receive a "W" on your transcript in addition to the late fees.

    Department Consent Required (Add)

Syllabi:

  •   Regular Academic Session. 

  • 3 Credits GradeNoAud

  • 13278 NBA 5061   LEC 002

    • MW

    • Merkley, K

  • Class meets in Sage Hall Room B01 **NON-JOHNSON GRAD AND UG SRS ONLY.** Non-Johnson Students ONLY: August 15th at 8:00am thru September 5th at 4:00pm. You may add or drop a full semester class after September 5th with permission of the faculty. A late fee of $100.00 will be charged for each add or drop transaction. If you are dropping after October 17th you will also receive a "W" on your transcript in addition to the late fees.

    Department Consent Required (Add)

Syllabi:

  •   Regular Academic Session. 

  • 3 Credits GradeNoAud

  • 13300 NBA 5061   LEC 003

    • MW

    • Merkley, K

  • Class meets in Sage Hall Room B01 **NON-JOHNSON GRAD AND UG SRS ONLY** Non-Johnson Students ONLY: August 15th at 8:00am thru September 5th at 4:00pm. You may add or drop a full semester class after September 5th with permission of the faculty. A late fee of $100.00 will be charged for each add or drop transaction. If you are dropping after October 17th you will also receive a "W" on your transcript in addition to the late fees.

    Department Consent Required (Add)