2. From Passive Learning to Active Valuation<\/h2>\n
Studying financial statements in a textbook is static. Building a stock pitch forces you to bridge theory and practice. You move from reading financial ratios to predicting operational drivers, learn to defend your assumptions, test sensitivities, and quantify risk versus reward.<\/p>\n\n
3. Developing a “Variant View”<\/h2>\n
The market is generally efficient, meaning public information is already reflected in the stock price. The true relevance of a stock pitch lies in training your mind to spot market inefficiencies, situations where public perception, short-term panic, or over-optimism obscures a business’s true long-term earning potential.<\/p>\n\n
Structure of a Stock Pitch<\/h1>\n\nObjective of this case study and roadmap<\/h2>\n
The goal of this guide is to provide a clear, step-by-step roadmap for building your first stock pitch.<\/p>\n\n
Because you may come from different backgrounds and have more or less experience or expectations for this exercise, we outline what is strictly needed at a basic level for each section, along with how you can take your analysis further to get closer to institutional equity research standards.<\/p>\n\n
How to pick your stock?<\/h2>\n
The first thing you will have to do is choose a stock to analyze and pitch. This is a very important choice as it can make your work either harder or easier.<\/p>\n\n
The key considerations are the company\u2019s size, geography, sector, and complexity (how many different businesses they actually operate in). These factors have a significant impact on how easy it can be to forecast the company\u2019s earnings in terms of complexity and predictability.<\/p>\n\n \n
\n ![\"A](\"https:\/\/www.simtrade.fr\/blog_simtrade\/wp-content\/uploads\/2026\/11\/img_stock_pick.png\")
\n
\n<\/p>\n\n
A stock pitch can be any type of recommendation on a company (buy, hold, sell\u2026), so there is no need to try to pick a company on this criterion. Just pick one you want to study and you\u2019ll see what the end result will be.<\/p>\n\n
If you want to keep the analysis simple, try to pick a company with a straightforward operating model that you can easily forecast with a single operating metric, like Netflix with the number of subscribers, or Amundi with assets under management.<\/p>\n\n
Step-by-Step Pitch Breakdown<\/h2>\n
Your pitch should cover the standard structure outlined below. The templates provided further in this article follow this order and structure, and you are welcome to follow it strictly, or feel free to change the order and add any additional section that you believe is relevant to your particular stock pitch.<\/p>\n\n
For each section, start with the essential basics needed and explore how to take it further depending on your depth of analysis:<\/p>\n\n
1. Introduction & Stock Selection<\/h2>\n\n - What is needed (Basics): Provide a simple introduction including the reason why you chose this stock and why it fits your analysis level.<\/li>\n
- How to take it further: Formulate an executive summary framing your key investment pitch early, highlighting why the stock was selected within the context of current macro or sector themes.<\/li>\n<\/ul>\n\n
2. Company Overview<\/h2>\n\n - What is needed (Basics): Provide a simple overview of what the firm does. Is it a single business or do they have multiple operating segments? In which countries does it operate? What is the current share price, market capitalization, turnover, profits, dividends?<\/li>\n
- How to take it further: Provide a detailed overview of the firm, including but not limited to detailed key data, shareholder analysis, ESG analysis, and corporate governance structure.<\/li>\n<\/ul>\n\n
3. Industry Overview<\/h2>\n\n - What is needed (Basics): What business does this firm operate in? Can you find a few key figures on this industry and how the markets believe it will evolve in the coming years? List a few competitors for your company.<\/li>\n
- How to take it further: Go deeper into the industry analysis by looking at research notes or papers. Try to find all relevant competitors and analyze market share dynamics, entry barriers, and structural shifts.<\/li>\n<\/ul>\n\n
4. Historical Share Price Analysis<\/h2>\n\n - What is needed (Basics): How has the stock evolved in the past 5 years? Can you identify specific events linked to sharp increases or drops in the share price? This is easily done by adding an image of the stock price that you can get from the internet.<\/li>\n
- How to take it further: Provide a graph of the historical share price versus the relevant index and key competitors, in a base 100 over a few years. Add a list of all relevant key events on the same graph. Build this graph yourself in Excel or Python.<\/li>\n<\/ul>\n\n
5. Investment Thesis<\/h2>\n\n - What is needed (Basics): Try to formulate in a few key sentences why you believe this stock is, by itself, a good buy or sell (or neutral) opportunity. What do you think makes this a good or a bad business?<\/li>\n
- How to take it further: In addition to the basic arguments, try to understand and explain why this company may be undervalued or overvalued by the market. Is there an irrational fear or something the market may be wrong about (or at least irrational)? Is there an assumption embedded in the current share price that may be wrong in your opinion? In other words, how could it be possible that you are right and that the current market price is not?<\/li>\n<\/ul>\n\n
6.1 Valuation through DCF<\/h2>\n\n - What is needed (Basics): Basic forecast and Gordon-Shapiro DCF for you to understand the basics. We will only look at the basic Income Statement. Please note that you need to compute your WACC and detail this calculation (using Gordon-Shapiro with dividend rate).<\/li>\n
- How to take it further: More complex modeling -> go towards fundamental drivers and assumptions instead of looking at figures directly + focus on all three financial statements. Introduction to equity bridge too. More subtle WACC calculation, scenario analysis, and sensitivity analysis.<\/li>\n<\/ul>\n\n
6.2 Valuation through Trading Comparables<\/h2>\n\n - What is needed (Basics): Use websites to get an easy table. Just look at price-to-earnings (P\/E) and analyze your company\u2019s current ratio to try and understand if there is room for increase or decrease in this ratio. Once you have a target ratio, you can compute a target price relative to it too.<\/li>\n
- How to take it further: Multiple ratios (EV\/EBITDA, P\/E, EV\/Sales, etc.), choose the most relevant ratios, much more thinking on what they mean, and add a confidence interval to this.<\/li>\n<\/ul>\n\n
7. Valuation Summary, Investment Recommendation, Trading Implementation<\/h2>\n\n - What is needed (Basics): Group your DCF target price, comparable target price, current stock price, and analyst target on a single table and compute the average to get your own target price. Formulate a clear recommendation (Buy, Hold, or Sell) supported by your analysis. Specify a target price, an investment horizon (e.g., 12 months), and the corresponding upside or downside potential relative to the current stock price.<\/li>\n
- How to take it further: Football field chart using your different scenarios. Weighted average with clear justification on the weights. Details for analyst expectations to be provided in the appendix (only keep relevant and recent opinions, which you can find on Bloomberg). Think about what would be the catalysts and the risks.<\/li>\n<\/ul>\n\n
8. Appendix<\/h2>\n\n - What is needed (Basics): It\u2019s a good habit to put your tables and calculations that are not already in your presentation inside of the appendix, in case you get asked any questions. You can also add graphs, maps, the company\u2019s products, or anything you find about the company on Google Images really.<\/li>\n
- How to take it further: Think about deep technical questions you could be asked during a Q&A session. Add captures of your dynamic Excel tables, debt schedules, sensitivity matrices, and detailed analyst opinion breakdowns.<\/li>\n<\/ul>\n\n
Your stock pitch should present a coherent investment argument supported by financial data, quantitative analysis, and relevant charts or tables. All sources should be properly referenced, and all data has to be exact, up to date, and relevant.<\/p>\n\n
Templates<\/h1>\n\n
To guide you through the process, we provide two distinct sets of templates, one covering the essentials and one for taking your presentation and financial modeling further:<\/p>\n\n
Powerpoint Presentations:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Excel Files:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Please find all available documents in this google drive : https:\/\/drive.google.com\/drive\/folders\/10j3z13r2aw_YNaIS_tfYCTM6SS9lC_gg?usp=sharing\n<\/p>\n\n
You do not need to use these PowerPoint templates for your pitch; they are only provided for your convenience. You can also use the basic and advanced Excel templates for building your financial models.<\/p>\n\n
Examples<\/h1>\n\n
Here are a few examples of what a pitch could look like.<\/p>\n\n
2. Company Overview<\/h2>\n\n - What is needed (Basics): Provide a simple overview of what the firm does. Is it a single business or do they have multiple operating segments? In which countries does it operate? What is the current share price, market capitalization, turnover, profits, dividends?<\/li>\n
- How to take it further: Provide a detailed overview of the firm, including but not limited to detailed key data, shareholder analysis, ESG analysis, and corporate governance structure.<\/li>\n<\/ul>\n\n
3. Industry Overview<\/h2>\n\n - What is needed (Basics): What business does this firm operate in? Can you find a few key figures on this industry and how the markets believe it will evolve in the coming years? List a few competitors for your company.<\/li>\n
- How to take it further: Go deeper into the industry analysis by looking at research notes or papers. Try to find all relevant competitors and analyze market share dynamics, entry barriers, and structural shifts.<\/li>\n<\/ul>\n\n
4. Historical Share Price Analysis<\/h2>\n\n - What is needed (Basics): How has the stock evolved in the past 5 years? Can you identify specific events linked to sharp increases or drops in the share price? This is easily done by adding an image of the stock price that you can get from the internet.<\/li>\n
- How to take it further: Provide a graph of the historical share price versus the relevant index and key competitors, in a base 100 over a few years. Add a list of all relevant key events on the same graph. Build this graph yourself in Excel or Python.<\/li>\n<\/ul>\n\n
5. Investment Thesis<\/h2>\n\n - What is needed (Basics): Try to formulate in a few key sentences why you believe this stock is, by itself, a good buy or sell (or neutral) opportunity. What do you think makes this a good or a bad business?<\/li>\n
- How to take it further: In addition to the basic arguments, try to understand and explain why this company may be undervalued or overvalued by the market. Is there an irrational fear or something the market may be wrong about (or at least irrational)? Is there an assumption embedded in the current share price that may be wrong in your opinion? In other words, how could it be possible that you are right and that the current market price is not?<\/li>\n<\/ul>\n\n
6.1 Valuation through DCF<\/h2>\n\n - What is needed (Basics): Basic forecast and Gordon-Shapiro DCF for you to understand the basics. We will only look at the basic Income Statement. Please note that you need to compute your WACC and detail this calculation (using Gordon-Shapiro with dividend rate).<\/li>\n
- How to take it further: More complex modeling -> go towards fundamental drivers and assumptions instead of looking at figures directly + focus on all three financial statements. Introduction to equity bridge too. More subtle WACC calculation, scenario analysis, and sensitivity analysis.<\/li>\n<\/ul>\n\n
6.2 Valuation through Trading Comparables<\/h2>\n\n - What is needed (Basics): Use websites to get an easy table. Just look at price-to-earnings (P\/E) and analyze your company\u2019s current ratio to try and understand if there is room for increase or decrease in this ratio. Once you have a target ratio, you can compute a target price relative to it too.<\/li>\n
- How to take it further: Multiple ratios (EV\/EBITDA, P\/E, EV\/Sales, etc.), choose the most relevant ratios, much more thinking on what they mean, and add a confidence interval to this.<\/li>\n<\/ul>\n\n
7. Valuation Summary, Investment Recommendation, Trading Implementation<\/h2>\n\n - What is needed (Basics): Group your DCF target price, comparable target price, current stock price, and analyst target on a single table and compute the average to get your own target price. Formulate a clear recommendation (Buy, Hold, or Sell) supported by your analysis. Specify a target price, an investment horizon (e.g., 12 months), and the corresponding upside or downside potential relative to the current stock price.<\/li>\n
- How to take it further: Football field chart using your different scenarios. Weighted average with clear justification on the weights. Details for analyst expectations to be provided in the appendix (only keep relevant and recent opinions, which you can find on Bloomberg). Think about what would be the catalysts and the risks.<\/li>\n<\/ul>\n\n
8. Appendix<\/h2>\n\n - What is needed (Basics): It\u2019s a good habit to put your tables and calculations that are not already in your presentation inside of the appendix, in case you get asked any questions. You can also add graphs, maps, the company\u2019s products, or anything you find about the company on Google Images really.<\/li>\n
- How to take it further: Think about deep technical questions you could be asked during a Q&A session. Add captures of your dynamic Excel tables, debt schedules, sensitivity matrices, and detailed analyst opinion breakdowns.<\/li>\n<\/ul>\n\n
Your stock pitch should present a coherent investment argument supported by financial data, quantitative analysis, and relevant charts or tables. All sources should be properly referenced, and all data has to be exact, up to date, and relevant.<\/p>\n\n
Templates<\/h1>\n\n
To guide you through the process, we provide two distinct sets of templates, one covering the essentials and one for taking your presentation and financial modeling further:<\/p>\n\n
Powerpoint Presentations:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Excel Files:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Please find all available documents in this google drive : https:\/\/drive.google.com\/drive\/folders\/10j3z13r2aw_YNaIS_tfYCTM6SS9lC_gg?usp=sharing\n<\/p>\n\n
You do not need to use these PowerPoint templates for your pitch; they are only provided for your convenience. You can also use the basic and advanced Excel templates for building your financial models.<\/p>\n\n
Examples<\/h1>\n\n
Here are a few examples of what a pitch could look like.<\/p>\n\n
3. Industry Overview<\/h2>\n\n - What is needed (Basics): What business does this firm operate in? Can you find a few key figures on this industry and how the markets believe it will evolve in the coming years? List a few competitors for your company.<\/li>\n
- How to take it further: Go deeper into the industry analysis by looking at research notes or papers. Try to find all relevant competitors and analyze market share dynamics, entry barriers, and structural shifts.<\/li>\n<\/ul>\n\n
4. Historical Share Price Analysis<\/h2>\n\n - What is needed (Basics): How has the stock evolved in the past 5 years? Can you identify specific events linked to sharp increases or drops in the share price? This is easily done by adding an image of the stock price that you can get from the internet.<\/li>\n
- How to take it further: Provide a graph of the historical share price versus the relevant index and key competitors, in a base 100 over a few years. Add a list of all relevant key events on the same graph. Build this graph yourself in Excel or Python.<\/li>\n<\/ul>\n\n
5. Investment Thesis<\/h2>\n\n - What is needed (Basics): Try to formulate in a few key sentences why you believe this stock is, by itself, a good buy or sell (or neutral) opportunity. What do you think makes this a good or a bad business?<\/li>\n
- How to take it further: In addition to the basic arguments, try to understand and explain why this company may be undervalued or overvalued by the market. Is there an irrational fear or something the market may be wrong about (or at least irrational)? Is there an assumption embedded in the current share price that may be wrong in your opinion? In other words, how could it be possible that you are right and that the current market price is not?<\/li>\n<\/ul>\n\n
6.1 Valuation through DCF<\/h2>\n\n - What is needed (Basics): Basic forecast and Gordon-Shapiro DCF for you to understand the basics. We will only look at the basic Income Statement. Please note that you need to compute your WACC and detail this calculation (using Gordon-Shapiro with dividend rate).<\/li>\n
- How to take it further: More complex modeling -> go towards fundamental drivers and assumptions instead of looking at figures directly + focus on all three financial statements. Introduction to equity bridge too. More subtle WACC calculation, scenario analysis, and sensitivity analysis.<\/li>\n<\/ul>\n\n
6.2 Valuation through Trading Comparables<\/h2>\n\n - What is needed (Basics): Use websites to get an easy table. Just look at price-to-earnings (P\/E) and analyze your company\u2019s current ratio to try and understand if there is room for increase or decrease in this ratio. Once you have a target ratio, you can compute a target price relative to it too.<\/li>\n
- How to take it further: Multiple ratios (EV\/EBITDA, P\/E, EV\/Sales, etc.), choose the most relevant ratios, much more thinking on what they mean, and add a confidence interval to this.<\/li>\n<\/ul>\n\n
7. Valuation Summary, Investment Recommendation, Trading Implementation<\/h2>\n\n - What is needed (Basics): Group your DCF target price, comparable target price, current stock price, and analyst target on a single table and compute the average to get your own target price. Formulate a clear recommendation (Buy, Hold, or Sell) supported by your analysis. Specify a target price, an investment horizon (e.g., 12 months), and the corresponding upside or downside potential relative to the current stock price.<\/li>\n
- How to take it further: Football field chart using your different scenarios. Weighted average with clear justification on the weights. Details for analyst expectations to be provided in the appendix (only keep relevant and recent opinions, which you can find on Bloomberg). Think about what would be the catalysts and the risks.<\/li>\n<\/ul>\n\n
8. Appendix<\/h2>\n\n - What is needed (Basics): It\u2019s a good habit to put your tables and calculations that are not already in your presentation inside of the appendix, in case you get asked any questions. You can also add graphs, maps, the company\u2019s products, or anything you find about the company on Google Images really.<\/li>\n
- How to take it further: Think about deep technical questions you could be asked during a Q&A session. Add captures of your dynamic Excel tables, debt schedules, sensitivity matrices, and detailed analyst opinion breakdowns.<\/li>\n<\/ul>\n\n
Your stock pitch should present a coherent investment argument supported by financial data, quantitative analysis, and relevant charts or tables. All sources should be properly referenced, and all data has to be exact, up to date, and relevant.<\/p>\n\n
Templates<\/h1>\n\n
To guide you through the process, we provide two distinct sets of templates, one covering the essentials and one for taking your presentation and financial modeling further:<\/p>\n\n
Powerpoint Presentations:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Excel Files:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Please find all available documents in this google drive : https:\/\/drive.google.com\/drive\/folders\/10j3z13r2aw_YNaIS_tfYCTM6SS9lC_gg?usp=sharing\n<\/p>\n\n
You do not need to use these PowerPoint templates for your pitch; they are only provided for your convenience. You can also use the basic and advanced Excel templates for building your financial models.<\/p>\n\n
Examples<\/h1>\n\n
Here are a few examples of what a pitch could look like.<\/p>\n\n
4. Historical Share Price Analysis<\/h2>\n\n - What is needed (Basics): How has the stock evolved in the past 5 years? Can you identify specific events linked to sharp increases or drops in the share price? This is easily done by adding an image of the stock price that you can get from the internet.<\/li>\n
- How to take it further: Provide a graph of the historical share price versus the relevant index and key competitors, in a base 100 over a few years. Add a list of all relevant key events on the same graph. Build this graph yourself in Excel or Python.<\/li>\n<\/ul>\n\n
5. Investment Thesis<\/h2>\n\n - What is needed (Basics): Try to formulate in a few key sentences why you believe this stock is, by itself, a good buy or sell (or neutral) opportunity. What do you think makes this a good or a bad business?<\/li>\n
- How to take it further: In addition to the basic arguments, try to understand and explain why this company may be undervalued or overvalued by the market. Is there an irrational fear or something the market may be wrong about (or at least irrational)? Is there an assumption embedded in the current share price that may be wrong in your opinion? In other words, how could it be possible that you are right and that the current market price is not?<\/li>\n<\/ul>\n\n
6.1 Valuation through DCF<\/h2>\n\n - What is needed (Basics): Basic forecast and Gordon-Shapiro DCF for you to understand the basics. We will only look at the basic Income Statement. Please note that you need to compute your WACC and detail this calculation (using Gordon-Shapiro with dividend rate).<\/li>\n
- How to take it further: More complex modeling -> go towards fundamental drivers and assumptions instead of looking at figures directly + focus on all three financial statements. Introduction to equity bridge too. More subtle WACC calculation, scenario analysis, and sensitivity analysis.<\/li>\n<\/ul>\n\n
6.2 Valuation through Trading Comparables<\/h2>\n\n - What is needed (Basics): Use websites to get an easy table. Just look at price-to-earnings (P\/E) and analyze your company\u2019s current ratio to try and understand if there is room for increase or decrease in this ratio. Once you have a target ratio, you can compute a target price relative to it too.<\/li>\n
- How to take it further: Multiple ratios (EV\/EBITDA, P\/E, EV\/Sales, etc.), choose the most relevant ratios, much more thinking on what they mean, and add a confidence interval to this.<\/li>\n<\/ul>\n\n
7. Valuation Summary, Investment Recommendation, Trading Implementation<\/h2>\n\n - What is needed (Basics): Group your DCF target price, comparable target price, current stock price, and analyst target on a single table and compute the average to get your own target price. Formulate a clear recommendation (Buy, Hold, or Sell) supported by your analysis. Specify a target price, an investment horizon (e.g., 12 months), and the corresponding upside or downside potential relative to the current stock price.<\/li>\n
- How to take it further: Football field chart using your different scenarios. Weighted average with clear justification on the weights. Details for analyst expectations to be provided in the appendix (only keep relevant and recent opinions, which you can find on Bloomberg). Think about what would be the catalysts and the risks.<\/li>\n<\/ul>\n\n
8. Appendix<\/h2>\n\n - What is needed (Basics): It\u2019s a good habit to put your tables and calculations that are not already in your presentation inside of the appendix, in case you get asked any questions. You can also add graphs, maps, the company\u2019s products, or anything you find about the company on Google Images really.<\/li>\n
- How to take it further: Think about deep technical questions you could be asked during a Q&A session. Add captures of your dynamic Excel tables, debt schedules, sensitivity matrices, and detailed analyst opinion breakdowns.<\/li>\n<\/ul>\n\n
Your stock pitch should present a coherent investment argument supported by financial data, quantitative analysis, and relevant charts or tables. All sources should be properly referenced, and all data has to be exact, up to date, and relevant.<\/p>\n\n
Templates<\/h1>\n\n
To guide you through the process, we provide two distinct sets of templates, one covering the essentials and one for taking your presentation and financial modeling further:<\/p>\n\n
Powerpoint Presentations:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Excel Files:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Please find all available documents in this google drive : https:\/\/drive.google.com\/drive\/folders\/10j3z13r2aw_YNaIS_tfYCTM6SS9lC_gg?usp=sharing\n<\/p>\n\n
You do not need to use these PowerPoint templates for your pitch; they are only provided for your convenience. You can also use the basic and advanced Excel templates for building your financial models.<\/p>\n\n
Examples<\/h1>\n\n
Here are a few examples of what a pitch could look like.<\/p>\n\n
5. Investment Thesis<\/h2>\n\n - What is needed (Basics): Try to formulate in a few key sentences why you believe this stock is, by itself, a good buy or sell (or neutral) opportunity. What do you think makes this a good or a bad business?<\/li>\n
- How to take it further: In addition to the basic arguments, try to understand and explain why this company may be undervalued or overvalued by the market. Is there an irrational fear or something the market may be wrong about (or at least irrational)? Is there an assumption embedded in the current share price that may be wrong in your opinion? In other words, how could it be possible that you are right and that the current market price is not?<\/li>\n<\/ul>\n\n
6.1 Valuation through DCF<\/h2>\n\n - What is needed (Basics): Basic forecast and Gordon-Shapiro DCF for you to understand the basics. We will only look at the basic Income Statement. Please note that you need to compute your WACC and detail this calculation (using Gordon-Shapiro with dividend rate).<\/li>\n
- How to take it further: More complex modeling -> go towards fundamental drivers and assumptions instead of looking at figures directly + focus on all three financial statements. Introduction to equity bridge too. More subtle WACC calculation, scenario analysis, and sensitivity analysis.<\/li>\n<\/ul>\n\n
6.2 Valuation through Trading Comparables<\/h2>\n\n - What is needed (Basics): Use websites to get an easy table. Just look at price-to-earnings (P\/E) and analyze your company\u2019s current ratio to try and understand if there is room for increase or decrease in this ratio. Once you have a target ratio, you can compute a target price relative to it too.<\/li>\n
- How to take it further: Multiple ratios (EV\/EBITDA, P\/E, EV\/Sales, etc.), choose the most relevant ratios, much more thinking on what they mean, and add a confidence interval to this.<\/li>\n<\/ul>\n\n
7. Valuation Summary, Investment Recommendation, Trading Implementation<\/h2>\n\n - What is needed (Basics): Group your DCF target price, comparable target price, current stock price, and analyst target on a single table and compute the average to get your own target price. Formulate a clear recommendation (Buy, Hold, or Sell) supported by your analysis. Specify a target price, an investment horizon (e.g., 12 months), and the corresponding upside or downside potential relative to the current stock price.<\/li>\n
- How to take it further: Football field chart using your different scenarios. Weighted average with clear justification on the weights. Details for analyst expectations to be provided in the appendix (only keep relevant and recent opinions, which you can find on Bloomberg). Think about what would be the catalysts and the risks.<\/li>\n<\/ul>\n\n
8. Appendix<\/h2>\n\n - What is needed (Basics): It\u2019s a good habit to put your tables and calculations that are not already in your presentation inside of the appendix, in case you get asked any questions. You can also add graphs, maps, the company\u2019s products, or anything you find about the company on Google Images really.<\/li>\n
- How to take it further: Think about deep technical questions you could be asked during a Q&A session. Add captures of your dynamic Excel tables, debt schedules, sensitivity matrices, and detailed analyst opinion breakdowns.<\/li>\n<\/ul>\n\n
Your stock pitch should present a coherent investment argument supported by financial data, quantitative analysis, and relevant charts or tables. All sources should be properly referenced, and all data has to be exact, up to date, and relevant.<\/p>\n\n
Templates<\/h1>\n\n
To guide you through the process, we provide two distinct sets of templates, one covering the essentials and one for taking your presentation and financial modeling further:<\/p>\n\n
Powerpoint Presentations:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Excel Files:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Please find all available documents in this google drive : https:\/\/drive.google.com\/drive\/folders\/10j3z13r2aw_YNaIS_tfYCTM6SS9lC_gg?usp=sharing\n<\/p>\n\n
You do not need to use these PowerPoint templates for your pitch; they are only provided for your convenience. You can also use the basic and advanced Excel templates for building your financial models.<\/p>\n\n
Examples<\/h1>\n\n
Here are a few examples of what a pitch could look like.<\/p>\n\n
6.1 Valuation through DCF<\/h2>\n\n - What is needed (Basics): Basic forecast and Gordon-Shapiro DCF for you to understand the basics. We will only look at the basic Income Statement. Please note that you need to compute your WACC and detail this calculation (using Gordon-Shapiro with dividend rate).<\/li>\n
- How to take it further: More complex modeling -> go towards fundamental drivers and assumptions instead of looking at figures directly + focus on all three financial statements. Introduction to equity bridge too. More subtle WACC calculation, scenario analysis, and sensitivity analysis.<\/li>\n<\/ul>\n\n
6.2 Valuation through Trading Comparables<\/h2>\n\n - What is needed (Basics): Use websites to get an easy table. Just look at price-to-earnings (P\/E) and analyze your company\u2019s current ratio to try and understand if there is room for increase or decrease in this ratio. Once you have a target ratio, you can compute a target price relative to it too.<\/li>\n
- How to take it further: Multiple ratios (EV\/EBITDA, P\/E, EV\/Sales, etc.), choose the most relevant ratios, much more thinking on what they mean, and add a confidence interval to this.<\/li>\n<\/ul>\n\n
7. Valuation Summary, Investment Recommendation, Trading Implementation<\/h2>\n\n - What is needed (Basics): Group your DCF target price, comparable target price, current stock price, and analyst target on a single table and compute the average to get your own target price. Formulate a clear recommendation (Buy, Hold, or Sell) supported by your analysis. Specify a target price, an investment horizon (e.g., 12 months), and the corresponding upside or downside potential relative to the current stock price.<\/li>\n
- How to take it further: Football field chart using your different scenarios. Weighted average with clear justification on the weights. Details for analyst expectations to be provided in the appendix (only keep relevant and recent opinions, which you can find on Bloomberg). Think about what would be the catalysts and the risks.<\/li>\n<\/ul>\n\n
8. Appendix<\/h2>\n\n - What is needed (Basics): It\u2019s a good habit to put your tables and calculations that are not already in your presentation inside of the appendix, in case you get asked any questions. You can also add graphs, maps, the company\u2019s products, or anything you find about the company on Google Images really.<\/li>\n
- How to take it further: Think about deep technical questions you could be asked during a Q&A session. Add captures of your dynamic Excel tables, debt schedules, sensitivity matrices, and detailed analyst opinion breakdowns.<\/li>\n<\/ul>\n\n
Your stock pitch should present a coherent investment argument supported by financial data, quantitative analysis, and relevant charts or tables. All sources should be properly referenced, and all data has to be exact, up to date, and relevant.<\/p>\n\n
Templates<\/h1>\n\n
To guide you through the process, we provide two distinct sets of templates, one covering the essentials and one for taking your presentation and financial modeling further:<\/p>\n\n
Powerpoint Presentations:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Excel Files:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Please find all available documents in this google drive : https:\/\/drive.google.com\/drive\/folders\/10j3z13r2aw_YNaIS_tfYCTM6SS9lC_gg?usp=sharing\n<\/p>\n\n
You do not need to use these PowerPoint templates for your pitch; they are only provided for your convenience. You can also use the basic and advanced Excel templates for building your financial models.<\/p>\n\n
Examples<\/h1>\n\n
Here are a few examples of what a pitch could look like.<\/p>\n\n
6.2 Valuation through Trading Comparables<\/h2>\n\n - What is needed (Basics): Use websites to get an easy table. Just look at price-to-earnings (P\/E) and analyze your company\u2019s current ratio to try and understand if there is room for increase or decrease in this ratio. Once you have a target ratio, you can compute a target price relative to it too.<\/li>\n
- How to take it further: Multiple ratios (EV\/EBITDA, P\/E, EV\/Sales, etc.), choose the most relevant ratios, much more thinking on what they mean, and add a confidence interval to this.<\/li>\n<\/ul>\n\n
7. Valuation Summary, Investment Recommendation, Trading Implementation<\/h2>\n\n - What is needed (Basics): Group your DCF target price, comparable target price, current stock price, and analyst target on a single table and compute the average to get your own target price. Formulate a clear recommendation (Buy, Hold, or Sell) supported by your analysis. Specify a target price, an investment horizon (e.g., 12 months), and the corresponding upside or downside potential relative to the current stock price.<\/li>\n
- How to take it further: Football field chart using your different scenarios. Weighted average with clear justification on the weights. Details for analyst expectations to be provided in the appendix (only keep relevant and recent opinions, which you can find on Bloomberg). Think about what would be the catalysts and the risks.<\/li>\n<\/ul>\n\n
8. Appendix<\/h2>\n\n - What is needed (Basics): It\u2019s a good habit to put your tables and calculations that are not already in your presentation inside of the appendix, in case you get asked any questions. You can also add graphs, maps, the company\u2019s products, or anything you find about the company on Google Images really.<\/li>\n
- How to take it further: Think about deep technical questions you could be asked during a Q&A session. Add captures of your dynamic Excel tables, debt schedules, sensitivity matrices, and detailed analyst opinion breakdowns.<\/li>\n<\/ul>\n\n
Your stock pitch should present a coherent investment argument supported by financial data, quantitative analysis, and relevant charts or tables. All sources should be properly referenced, and all data has to be exact, up to date, and relevant.<\/p>\n\n
Templates<\/h1>\n\n
To guide you through the process, we provide two distinct sets of templates, one covering the essentials and one for taking your presentation and financial modeling further:<\/p>\n\n
Powerpoint Presentations:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Excel Files:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Please find all available documents in this google drive : https:\/\/drive.google.com\/drive\/folders\/10j3z13r2aw_YNaIS_tfYCTM6SS9lC_gg?usp=sharing\n<\/p>\n\n
You do not need to use these PowerPoint templates for your pitch; they are only provided for your convenience. You can also use the basic and advanced Excel templates for building your financial models.<\/p>\n\n
Examples<\/h1>\n\n
Here are a few examples of what a pitch could look like.<\/p>\n\n
7. Valuation Summary, Investment Recommendation, Trading Implementation<\/h2>\n\n - What is needed (Basics): Group your DCF target price, comparable target price, current stock price, and analyst target on a single table and compute the average to get your own target price. Formulate a clear recommendation (Buy, Hold, or Sell) supported by your analysis. Specify a target price, an investment horizon (e.g., 12 months), and the corresponding upside or downside potential relative to the current stock price.<\/li>\n
- How to take it further: Football field chart using your different scenarios. Weighted average with clear justification on the weights. Details for analyst expectations to be provided in the appendix (only keep relevant and recent opinions, which you can find on Bloomberg). Think about what would be the catalysts and the risks.<\/li>\n<\/ul>\n\n
8. Appendix<\/h2>\n\n - What is needed (Basics): It\u2019s a good habit to put your tables and calculations that are not already in your presentation inside of the appendix, in case you get asked any questions. You can also add graphs, maps, the company\u2019s products, or anything you find about the company on Google Images really.<\/li>\n
- How to take it further: Think about deep technical questions you could be asked during a Q&A session. Add captures of your dynamic Excel tables, debt schedules, sensitivity matrices, and detailed analyst opinion breakdowns.<\/li>\n<\/ul>\n\n
Your stock pitch should present a coherent investment argument supported by financial data, quantitative analysis, and relevant charts or tables. All sources should be properly referenced, and all data has to be exact, up to date, and relevant.<\/p>\n\n
Templates<\/h1>\n\n
To guide you through the process, we provide two distinct sets of templates, one covering the essentials and one for taking your presentation and financial modeling further:<\/p>\n\n
Powerpoint Presentations:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Excel Files:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Please find all available documents in this google drive : https:\/\/drive.google.com\/drive\/folders\/10j3z13r2aw_YNaIS_tfYCTM6SS9lC_gg?usp=sharing\n<\/p>\n\n
You do not need to use these PowerPoint templates for your pitch; they are only provided for your convenience. You can also use the basic and advanced Excel templates for building your financial models.<\/p>\n\n
Examples<\/h1>\n\n
Here are a few examples of what a pitch could look like.<\/p>\n\n
8. Appendix<\/h2>\n\n - What is needed (Basics): It\u2019s a good habit to put your tables and calculations that are not already in your presentation inside of the appendix, in case you get asked any questions. You can also add graphs, maps, the company\u2019s products, or anything you find about the company on Google Images really.<\/li>\n
- How to take it further: Think about deep technical questions you could be asked during a Q&A session. Add captures of your dynamic Excel tables, debt schedules, sensitivity matrices, and detailed analyst opinion breakdowns.<\/li>\n<\/ul>\n\n
Your stock pitch should present a coherent investment argument supported by financial data, quantitative analysis, and relevant charts or tables. All sources should be properly referenced, and all data has to be exact, up to date, and relevant.<\/p>\n\n
Templates<\/h1>\n\n
To guide you through the process, we provide two distinct sets of templates, one covering the essentials and one for taking your presentation and financial modeling further:<\/p>\n\n
Powerpoint Presentations:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Excel Files:<\/p>\n
\n - Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Please find all available documents in this google drive : https:\/\/drive.google.com\/drive\/folders\/10j3z13r2aw_YNaIS_tfYCTM6SS9lC_gg?usp=sharing\n<\/p>\n\n
You do not need to use these PowerPoint templates for your pitch; they are only provided for your convenience. You can also use the basic and advanced Excel templates for building your financial models.<\/p>\n\n
Examples<\/h1>\n\n
Here are a few examples of what a pitch could look like.<\/p>\n\n
Your stock pitch should present a coherent investment argument supported by financial data, quantitative analysis, and relevant charts or tables. All sources should be properly referenced, and all data has to be exact, up to date, and relevant.<\/p>\n\n
Templates<\/h1>\n\n
To guide you through the process, we provide two distinct sets of templates, one covering the essentials and one for taking your presentation and financial modeling further:<\/p>\n\n
Powerpoint Presentations:<\/p>\n
- \n
- Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Excel Files:<\/p>\n
- \n
- Basic version<\/li>\n
- Advanced version (not yet available)<\/li>\n<\/ul>\n\n
Please find all available documents in this google drive : https:\/\/drive.google.com\/drive\/folders\/10j3z13r2aw_YNaIS_tfYCTM6SS9lC_gg?usp=sharing\n<\/p>\n\n
You do not need to use these PowerPoint templates for your pitch; they are only provided for your convenience. You can also use the basic and advanced Excel templates for building your financial models.<\/p>\n\n
Examples<\/h1>\n\n
Here are a few examples of what a pitch could look like.<\/p>\n\n