NBA 5220

Last Updated

  • Schedule of Classes - June 11, 2025 2:48PM EDT

NBA 5220
Equity Investment Research and Analysis

Course information provided by the 2025-2026 Catalog.

This course is an introduction to the theory and practice of equity research and is similar to that provided to aspiring analysts, as apprentices, in buy-side investment firms. The course provides a comprehensive framework for analyzing equity securities and developing formal target prices and BUY/SELL/HOLD recommendations. Each student defines an industry to study and prepares an industry review. Each student analyzes in detail one stock in the industry and prepares a stock report. A live portfolio is invested in late March with student picks. Topics include the research process, analysis strategies, valuation techniques and portfolio construction methods. Templates, examples and detailed feedback on draft reports are provided. Students should be prepared to conduct rigorous, creative research based upon their own work and insights.


Enrollment Information REF-F25 Enrollment limited to: non-Johnson School students.

Exploratory Studies (EAAREA)

Last 3 terms offered 2024FA, 2024SP, 2023SP

View Enrollment Information

Syllabi: none

  •   Regular Academic Session.  Combined with: NBA 4120

  • 3 Credits Graded

  •  9326 NBA 5220   LEC 001

    • TR
    • Aug 25 - Dec 8, 2025

    • Edwards, A

      Stewart, S

  • Instruction Mode: In Person

    Enrollment limited to: Non-Master of Business Administration (MBA) students.
    Add/drop dates: 9:00am, August 18, 2025 – 11:59pm September 8, 2025. Students are required to obtain faculty permission to add/drop after September 8, 2025. If you drop after October 20, 2025, a “W” will be posted on your transcript.

    Instructor Consent Required (Add)