Darren Tong – The Amazon Case Study (New Edition) – CFI Education

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Exploring the Essential Features of “Darren Tong – The Amazon Case Study (New Edition) – CFI Education”

The Amazon Case Study (New Edition)

This elective course pulls together everything you have learned to project and value Amazon and present your findings using a detailed dashboard.

• Build an integrated three-statement model dealing with advanced topics like segment-level revenue, capital additions, finance leases, operating leases, and much more
• Perform DCF, comparable company and precedent transactions valuations
• Develop an investment recommendation for Amazon (Buy/Sell/Hold)

Overview

The Amazon Case Study

Welcome to CFI’s advanced financial modeling course – a case study on how to value Amazon.com, Inc (AMZN).  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 applying various methods of valuation.

Advanced Financial Modeling Course Objectives

This advanced financial modeling course has several objectives including:

• Use Amazon’s financial statements to build an integrated 3-statement financial forecast
• Learn how to structure an advanced valuation model effectively
• Set up all the assumptions and drivers required to build out the financial forecast and 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, capital additions, finance leases, operating leases, and more
• Perform comparable company analysis (Comps) utilizing publicly available information
• Perform a Sum-Of-The-Parts (SOTP) valuation of Amazon, as well as consider precedent transactions, equity research price targets, and Amazon’s 52-week trading range
• Generate multiple operating scenarios to explore a range of outcomes and values for the business
• Perform detailed sensitivity analysis on key assumptions and assess the overall impact on equity value per share

Amazon (AMZN) Case Study

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 and make an investment recommendation.

Through the course of the transaction, students will learn:

• How to build a detailed financial forecast of Amazon
• How to apply various valuation methodologies to derive an implied value for Amazon
• How to develop an investment recommendation on the shares of Amazon
• How to create a dashboard and summary output that highlights the most important information from the model

Why Take CFI’s Advanced Financial Modeling Course?

This course is perfect for anyone who wants to learn how to build a detailed financial model for a public company, from the bottom up. The video-based lessons will teach you all the formulas and functions to calculate things like segmented revenue, marketable securities, accrued expenses, unearned revenue, stock-based compensation, long-term debt, finance and operating leases, and much more.

In addition to learning the detailed mechanics of how to build the financial model for Amazon, students will also learn how to think about intrinsic value, and develop an investment recommendation.

What’s Included in the Advanced Modeling Course?
This advanced financial modeling and valuation course include all of the following:

• Blank Amazon model template
• Completed Amazon model template (dashboard, DCF model, Comps model, WACC analysis, scenarios, etc.)
• 4+ hours of detailed video instruction

Recommended Preparatory Courses

We recommend you complete the following courses or possess the equivalent knowledge before taking this course:

1. Excel Fundamentals – Formulas for Finance
2. DCF Valuation Modeling
3. Comparable Valuation Analysis
4. 3-Statement Modeling

What you’ll learn

Introduction
Course Introduction 
Course Objectives 
Course Downloads – All Files

Building a Financial Forecast
Building a Financial Forecast Part 1 
Building a Financial Forecast Part 2 
Situation Overview and Historical Analysis 
Historical Analysis Part 1
Historical Analysis Part 2
Historical Analysis Part 3
Interactive Exercise 1
Segmented Information and Comparable Companies
Comparable Trading Multiple Calculations
Interactive Exercise 2
General Macroeconomic and the Competitive Landscape
IBISWorld Industry Research
IBISWorld Industry Research Walkthrough
Macroeconomic Research
Historical Share Price Data
Equity Research Price Targets
General Model Assumptions Set Up
Forecast Dates Setup
Revenue Growth Scenerios
Income Statement (Revenue + Operating Expenses)
Cash Supporting Schedule and Historical Balance Sheet Items
Forecasted Balance Sheet Items
Finance Leases Part 1
Finance Leases Part 2
Finance Leases Part 3
Finance Leases Part 4
Operating Leases Part 1
Operating Leases Part 2
Interactive Exercise 3
Historical Non-Operating Income and Cash Flow Statement
Property, plant, and equipment (PP&E) Schedule
Interactive Exercise 4
Long-Term Debt Part 1
Long-Term Debt Part 2
Income Statement Projections
Balance Sheet Projections
Cash Flow Statement Projections
Interactive Exercise 5
Funding Requirements and Debt/Equity Additions
EPS and Common Stock Forecast
Determination of EBITDA and FCFF
Interactive Exercise 6

Implied Value Analysis
Implied Value Analysis
Discounted Cash Flow Analysis
DCF Setup
Interactive Exercise 7
WACC Assumptions
Comparable Company Betas
WACC Calculation
DCF Terminal Value and Valuation Free Cash Flow
DCF – XNPV and Enterprise Value to Equity Value
Interactive Exercise 8
Sensitivities Control
Sensitivity Tables
DCF Summary
Sum Of The Parts Introduction
Sum Of The Parts Calculations
Sum Of The Parts Summary
Precedent Transactions Introduction
Precedent Transactions Calculations
Precedent Transactions Summary and Secondary Valuation Measures
Outputs Summary
Implied Enterprise Value Summary Calculations
Interactive Exercise 9
Implied Value Summary

Investment Recommendation
Investment Recommendation and Dashboard Introduction
Interactive Exercise 10
Dashboard Part 1
Dashboard Part 2
Dashboard Part 3

Course Conclusion
Course Summary

Qualified Assessment
Qualified assessment

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