I am a graduate Finance student with interests in investment research, financial analysis, equity valuation, and data-driven decision-making. My work focuses on analyzing company fundamentals, financial performance, valuation, and investment insights using financial modeling and analytical tools.
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BlackRock (NYSE: BLK) — Financial Performance & Relative Valuation
- Financial statement and cash-flow analysis
- AUM, profitability, efficiency, and earnings-quality analysis
- Peer benchmarking and relative valuation
- P/E sensitivity analysis
- Financial statement and cash-flow analysis
- AUM, profitability, efficiency, and earnings-quality analysis
- Peer benchmarking and relative valuation
- P/E sensitivity analysis
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Walmart vs. Target — Comparative Financial Analysis & Valuation
- Comparative profitability, efficiency, liquidity, and solvency analysis
- DuPont and RNOA decomposition
- DCF valuation and sensitivity analysis
- Investment conclusions for Walmart and Target
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Walmart (NYSE: WMT) — Equity Valuation
- Dividend Discount Model (DDM)
- CAPM-based required return
- Scenario and sensitivity analysis
Financial Analysis: Financial Modeling · Financial Statement Analysis · Ratio Analysis · Sensitivity Analysis
Investment Analysis: Fundamental Analysis · Equity Valuation · Relative Valuation · Portfolio Analysis · DCF · DDM · CAPM
Data & Technology: Microsoft Excel · Power BI · Tableau · SQL
- Pursuing an M.S. in Finance — Investment & Quantitative Analysis at UMass Boston
- Bloomberg Market Concepts (BMC)
- FMVA® — In Progress