Advanced Financial Modeling & Valuation (Amazon Case) (CF)

OBJECTIVE:
This advanced financial modeling course has several objectives including:

  • Calculate Amazon's Total Addressable Market (TAM) for each business segment, and determine the market share in each
  • Use Amazon's actual financial statements (annual report, 10-k, 10-q, etc) to build a historical 3-statement model
  • Learn how to structure an advanced valuation model in the most efficient way
  • Set up all the assumptions and drivers required to build out the DCF model
  • Create a 10-year forecast for Amazon's business, including an income statement, balance sheet, cash flow statement, supporting schedules, and free cash flow to the firm (FCFF)
  • Learn how to deal with advanced topics like segmented revenue, stock-based compensation, capital leases, and more
  • Perform advanced comparable company analysis (Comps) using Capital IQ and Pitchbook Data
  • Perform a Sum-Of-The-Parts (SOTP) valuation of Amazon
  • Generate multiple operating scenarios to explore a range of outcomes and values for the business
  • Perform sensitivity analysis on key assumptions and assess the overall impact of the transaction

WHO WILL BENEFIT:
This course is designed for professionals working in investment banking, corporate development, private equity, and other areas of corporate finance that deal with valuing companies and performing advanced methods of valuation.

LEARNING OUTCOMES:
This course is built on a case study of Amazon, where students are tasked with building a financial modeling and performing comparable company analysis to value AMZN shares.

Through the course of the transaction, students will learn:

  • How equity research analysts value the company (including looking at an actual report from Morningstar)
  • How to find comparable companies in Capital IQ and PitchBook Data, as well as how to export their financial information
  • How to handle advanced accounting topics like capital leases (treated as debt) and stock-based compensation (a non-cash expense that's dilutive)
  • How to create a dashboard and summary output that highlights the most important information from the model
Course Code:  CF2003
CPD:  Estimated CDP Hours: Total - 8
Competency:  Finance
Course Level:  Advanced
When
4/20/2020 - 3/31/2021
Where
On Demand
Canada

Program


Monday, 20 April 2020

 
Time
4/20/2020 - 3/31/2021
4/20/2020

Sign In