Stop rebuilding valuation models from scratch. The Equity Analyst Starter Kit gives you one structured Excel workflow for learning equity analysis, running DCFs and relative valuations, and turning research into a clean one-page output.

What you get

• Financial input templates to load income statement, balance sheet, and operating assumptions.
• Normalization modules for adjusting results before you compute metrics and forecasts.
• Ratio analysis built on consistent drivers so your story stays coherent across models.
• WACC and CAPM calculator to estimate discount rates with clear inputs and audit-friendly structure.
• DCF valuation with explicit forecast assumptions and terminal value logic.
• Sensitivity analysis for testing key variables like discount rate and growth.
• Relative valuation section with valuation multiples and comparison logic.
• Investment thesis + review notes to capture the “why” alongside the numbers.
• Dashboard and one-page reporting to summarize the company view in a format you can reuse for your watchlist.

How this workbook helps you learn

You follow a repeatable sequence: inputs, adjustments, ratios, discount rate math, valuation, then a documented thesis. Each step links to the next so your output matches your assumptions, not scattered tabs you cannot reconcile.

Who should buy

Students, aspiring equity analysts, and finance learners who want a disciplined Excel framework. Also useful for professionals who need a fast, consistent starting point for company analysis and investment memos.

Buy the Equity Analyst Starter Kit to practice a real analyst workflow in Excel, build stronger modeling habits, and produce valuation outputs you can explain on one page.